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Itron Investor Presentation

CONSOLIDATED NON-GAAP & CASH RESULTS: Q1'23 $ in millions (except per share amounts) Q1 2023 Q1 2022 Change Non-GAAP operating income $31.3 $9.3 237% Non-GAAP operating margin 6.3% 2.0% 430 bps Non-GAAP net income attributable to Itron, Inc. $22.4 $5.2 333% Adjusted EBITDA $39.5 $18.9 109% Adjusted EBITDA margin 8.0% 4.0% 400 bps Non-GAAP earnings per share - diluted $0.49 $0.11 345% Net cash provided by operating activities $1.4 $7.6 -81% Free cash flow ($5.5) $2.2 -346% » Increase in non-GAAP operating income due to fall through of higher gross profit >> Non-GAAP net income increased due to higher non-GAAP operating income and lower taxes >> Free cash flow decreased due to working capital outflow, partially offset by higher non-GAAP EBITDA Reconciliation of GAAP to Non-GAAP results in Appendix and also available on our website. Itron ©2023 ITRON PROPRIETARY ITRI Itron Investor Presentation - May 2023 | 25
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