Ituran Location And Control (ITRN)
NASDAQ:ITRN
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Earnings Data
Report Date
Aug 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.87Last Year’s EPS
0.67Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Q1 2026
Earnings Call Date:May 26, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial quarter: record revenues, double‑digit growth in revenue, subscription revenue, EBITDA, and net income, solid cash generation, a meaningful dividend, and expanded OEM partnerships. Offsetting items include modest margin compression, early‑stage nature and uncertain sizing of new growth initiatives (IturanMob, big data, Credit Carbon), dependence on potentially transient FX tailwinds, and a notable inconsistency in the reported subscriber total that needs clarification. On balance, the positive financial performance, cash strength, and clear OEM traction outweigh the execution and reporting caveats.Company Guidance
Record Revenue Milestone
Total revenue reached $102.7 million for Q1 2026, the first time the company crossed the $100 million mark, representing a 19% year‑over‑year increase from $86.5 million.
Strong Subscription Revenue Growth
Subscription revenue was $75.4 million, up 21% year‑over‑year and representing 73% of total revenues, indicating recurring-revenue strength and a scalable business model.
Profitability and Earnings Expansion
EBITDA rose to $26.7 million (26% of revenues), a 15% year‑over‑year increase, and net income was $16.8 million (16.3% of revenues), also up 15% year‑over‑year; diluted EPS increased to $0.85 from $0.73.
Subscriber Adds and Full‑Year Subscriber Guidance
The company reported net additions of 40,000 subscribers in the quarter and provided full‑year 2026 guidance to add between 160,000 and 180,000 net subscribers, indicating continued organic growth momentum.
Strong Cash Generation, Liquidity and Shareholder Returns
Operating cash flow was $18.2 million for the quarter; net cash including marketable securities was $108 million (up slightly from $107.6 million at year‑end 2025). The Board declared a $10 million dividend ($0.50 per share) and repurchased $0.5 million in shares under the buyback program.
OEM Partnership Expansion and New Product Initiatives
Expanded strategic OEM relationship with Stellantis through the launch of Connect Fiat for the Fiat Strada in South America (initial 3‑year term plus 2‑year option). Ongoing partnerships with Nissan‑Renault, GM, Yamaha, BMW and development of new growth initiatives including IturanMob (car rental solution), Credit Carbon, and big data monetization.
Early Commercial Traction for Big Data
Signed a contract with an Israeli Ministry of Transportation entity to provide transportation data (described as a few hundred thousand dollars and potential multi‑year arrangements), evidencing initial commercial demand for data offerings.
Geographic Revenue Mix
Revenue diversification across regions: Israel 57%, Brazil 22%, Rest of World 21%, demonstrating a balanced geographic footprint with a meaningful contribution from international markets.
ITRN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ITRN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 26, 2026 | $60.11 | $61.39 | +2.13% |
Mar 05, 2026 | $44.53 | $48.97 | +9.98% |
Nov 18, 2025 | $35.42 | $35.20 | -0.62% |
Aug 19, 2025 | $38.08 | $34.36 | -9.78% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ituran Location And Control (ITRN) report earnings?
Ituran Location And Control (ITRN) is schdueled to report earning on Aug 24, 2026, Before Open (Confirmed).
What is Ituran Location And Control (ITRN) earnings time?
Ituran Location And Control (ITRN) earnings time is at Aug 24, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ITRN EPS forecast?
ITRN EPS forecast for the fiscal quarter 2026 (Q2) is 0.87.