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Side-by-side financial comparison of ITRON, INC. (ITRI) and STEWART INFORMATION SERVICES CORP (STC). Click either name above to swap in a different company.
STEWART INFORMATION SERVICES CORP is the larger business by last-quarter revenue ($764.6M vs $587.0M, roughly 1.3× ITRON, INC.). ITRON, INC. runs the higher net margin — 9.1% vs 2.2%, a 6.9% gap on every dollar of revenue. On growth, STEWART INFORMATION SERVICES CORP posted the faster year-over-year revenue change (27.7% vs -3.3%). Over the past eight quarters, STEWART INFORMATION SERVICES CORP's revenue compounded faster (12.7% CAGR vs -1.8%).
Itron, Inc. is an American technology company that offers products and services for energy and water resource management. It is headquartered in Liberty Lake, Washington, United States. The company's products measure and analyze electricity, gas and water consumption. Its products include electricity, gas, water and thermal energy measurement devices and control technology, communications systems, software, as well as managed and consulting services.
Stewart Information Services Corporation (SISCO) is a real estate information, title insurance and transaction management company. Wholly owned subsidiaries, Stewart Title Guaranty Co. and Stewart Title Company offer products and services in the United States and abroad through its direct retail operations, independent agencies in the Stewart Trusted Provider network, and other companies. Stewart Title is headquartered in Houston, Texas, and has approximately 6,350 employees.
ITRI vs STC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $587.0M | $764.6M |
| Net Profit | $53.6M | $17.0M |
| Gross Margin | 40.3% | — |
| Operating Margin | 11.5% | — |
| Net Margin | 9.1% | 2.2% |
| Revenue YoY | -3.3% | 27.7% |
| Net Profit YoY | -18.0% | 448.4% |
| EPS (diluted) | $1.18 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $587.0M | $764.6M | ||
| Q4 25 | $571.7M | $790.6M | ||
| Q3 25 | $581.6M | $796.9M | ||
| Q2 25 | $606.8M | $722.2M | ||
| Q1 25 | $607.2M | $612.0M | ||
| Q4 24 | $612.9M | $665.9M | ||
| Q3 24 | $615.5M | $667.9M | ||
| Q2 24 | $609.1M | $602.2M |
| Q1 26 | $53.6M | $17.0M | ||
| Q4 25 | $101.6M | $36.3M | ||
| Q3 25 | $65.6M | $44.3M | ||
| Q2 25 | $68.3M | $31.9M | ||
| Q1 25 | $65.5M | $3.1M | ||
| Q4 24 | $58.1M | $22.7M | ||
| Q3 24 | $78.0M | $30.1M | ||
| Q2 24 | $51.3M | $17.3M |
| Q1 26 | 40.3% | — | ||
| Q4 25 | 40.5% | — | ||
| Q3 25 | 37.7% | — | ||
| Q2 25 | 36.9% | — | ||
| Q1 25 | 35.8% | — | ||
| Q4 24 | 34.9% | — | ||
| Q3 24 | 34.1% | — | ||
| Q2 24 | 34.6% | — |
| Q1 26 | 11.5% | — | ||
| Q4 25 | 13.8% | 6.5% | ||
| Q3 25 | 14.1% | 7.7% | ||
| Q2 25 | 12.6% | 6.5% | ||
| Q1 25 | 12.6% | 1.0% | ||
| Q4 24 | 10.2% | 5.3% | ||
| Q3 24 | 12.0% | 6.4% | ||
| Q2 24 | 10.6% | 4.8% |
| Q1 26 | 9.1% | 2.2% | ||
| Q4 25 | 17.8% | 4.6% | ||
| Q3 25 | 11.3% | 5.6% | ||
| Q2 25 | 11.3% | 4.4% | ||
| Q1 25 | 10.8% | 0.5% | ||
| Q4 24 | 9.5% | 3.4% | ||
| Q3 24 | 12.7% | 4.5% | ||
| Q2 24 | 8.4% | 2.9% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $2.20 | $1.26 | ||
| Q3 25 | $1.41 | $1.55 | ||
| Q2 25 | $1.47 | $1.13 | ||
| Q1 25 | $1.42 | $0.11 | ||
| Q4 24 | $1.26 | $0.81 | ||
| Q3 24 | $1.70 | $1.07 | ||
| Q2 24 | $1.10 | $0.62 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $712.9M | $317.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.6B | — |
| Total Assets | $4.0B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $712.9M | $317.5M | ||
| Q4 25 | $1.0B | $369.7M | ||
| Q3 25 | $1.3B | $233.2M | ||
| Q2 25 | $1.2B | $223.8M | ||
| Q1 25 | $1.1B | $194.2M | ||
| Q4 24 | $1.1B | $257.5M | ||
| Q3 24 | $982.5M | $228.7M | ||
| Q2 24 | $920.6M | $176.7M |
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | $445.8M | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $1.6B | ||
| Q3 25 | $1.7B | $1.5B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B |
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.7B | $3.3B | ||
| Q3 25 | $3.7B | $2.8B | ||
| Q2 25 | $3.6B | $2.8B | ||
| Q1 25 | $3.5B | $2.7B | ||
| Q4 24 | $3.4B | $2.7B | ||
| Q3 24 | $3.4B | $2.7B | ||
| Q2 24 | $3.3B | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.91× | 0.32× | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 1.02× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $85.5M | — |
| Free Cash FlowOCF − Capex | $79.0M | — |
| FCF MarginFCF / Revenue | 13.5% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 1.60× | — |
| TTM Free Cash FlowTrailing 4 quarters | $394.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $85.5M | — | ||
| Q4 25 | $119.3M | $89.5M | ||
| Q3 25 | $117.8M | $92.6M | ||
| Q2 25 | $96.7M | $53.4M | ||
| Q1 25 | $72.1M | $-29.9M | ||
| Q4 24 | $79.8M | $68.0M | ||
| Q3 24 | $65.3M | $76.1M | ||
| Q2 24 | $51.7M | $21.1M |
| Q1 26 | $79.0M | — | ||
| Q4 25 | $111.5M | $62.3M | ||
| Q3 25 | $113.4M | $73.6M | ||
| Q2 25 | $90.7M | $38.7M | ||
| Q1 25 | $67.5M | $-42.2M | ||
| Q4 24 | $70.2M | $55.6M | ||
| Q3 24 | $58.7M | $67.4M | ||
| Q2 24 | $44.6M | $11.9M |
| Q1 26 | 13.5% | — | ||
| Q4 25 | 19.5% | 7.9% | ||
| Q3 25 | 19.5% | 9.2% | ||
| Q2 25 | 14.9% | 5.4% | ||
| Q1 25 | 11.1% | -6.9% | ||
| Q4 24 | 11.4% | 8.4% | ||
| Q3 24 | 9.5% | 10.1% | ||
| Q2 24 | 7.3% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 3.4% | ||
| Q3 25 | 0.8% | 2.4% | ||
| Q2 25 | 1.0% | 2.0% | ||
| Q1 25 | 0.8% | 2.0% | ||
| Q4 24 | 1.6% | 1.9% | ||
| Q3 24 | 1.1% | 1.3% | ||
| Q2 24 | 1.2% | 1.5% |
| Q1 26 | 1.60× | — | ||
| Q4 25 | 1.17× | 2.47× | ||
| Q3 25 | 1.80× | 2.09× | ||
| Q2 25 | 1.41× | 1.67× | ||
| Q1 25 | 1.10× | -9.73× | ||
| Q4 24 | 1.37× | 2.99× | ||
| Q3 24 | 0.84× | 2.53× | ||
| Q2 24 | 1.01× | 1.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ITRI
| Product revenues | $477.8M | 81% |
| Service revenues | $109.2M | 19% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
