The earnings call presented a generally positive outlook with steady subscriber growth, record revenues, and strong cash flow despite challenges from geopolitical conflicts and currency fluctuations. Expansion into new markets like motorcycle telematics shows promise.

Company Guidance

During the call, Ituran provided guidance for continued growth in 2025, aiming to add between 220,000 and 240,000 net subscribers despite economic disruptions caused by the Israel-Iran conflict. The company reported a subscriber base increase to 2.548 million, with 40,000 net additions in Q2. Revenues for the second quarter reached $86.8 million, a 2% increase from the previous year, with subscription fees contributing $63.8 million, a 6% year-over-year rise. However, product revenues declined by 6% due to halted sales during the 12-day war. The strengthening dollar slightly deflated financial results in USD terms, though local currency revenues grew by 4%. Ituran declared a $10 million dividend, reflecting a 5% annualized yield. The company's cash flow from operations was $22.4 million, with net cash holdings of $88.7 million by the quarter's end. The partnership with BMW Motorrad in Brazil was highlighted as a key growth driver, potentially adding tens of thousands of new subscribers annually.

Steady Subscriber Growth

Ituran added 40,000 net subscribers in Q2 2025, with a target of 220,000 to 240,000 net subscribers for the year.

Record Revenue Achievement

Q2 2025 revenues reached a record $86.8 million, showing a 2% increase year-over-year, and a 4% increase in local currency terms.

Strong Cash Flow and Dividend Policy

Operating cash flow was $22.4 million in Q2 2025, and a $10 million dividend was declared, representing a 5% annualized return.

Expansion in Motorcycle Market

The partnership with BMW Motorrad in Brazil is expected to bring tens of thousands of new subscribers annually, expanding Ituran's market reach.

Ituran Location And Control (ITRN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ITRN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 19, 2025	2025 (Q3)	0.69 / -	0.69	―	―	―
Aug 19, 2025	2025 (Q2)	0.71 / 0.67	0.66	1.52% (+0.01)	―
May 28, 2025	2025 (Q1)	0.69 / 0.73	0.66	10.61% (+0.07)	―
Feb 26, 2025	2024 (Q4)	0.65 / 0.70	0.6	16.67% (+0.10)	―
Nov 21, 2024	2024 (Q3)	0.64 / 0.69	0.63	9.52% (+0.06)	―
Aug 19, 2024	2024 (Q2)	0.61 / 0.66	0.61	8.20% (+0.05)	―
May 28, 2024	2024 (Q1)	0.59 / 0.66	0.56	17.86% (+0.10)	―
Feb 29, 2024	2023 (Q4)	0.60 / 0.60	0.47	27.66% (+0.13)	―
Nov 27, 2023	2023 (Q3)	0.58 / 0.63	0.49	28.57% (+0.14)	―
Aug 15, 2023	2023 (Q2)	0.53 / 0.61	0.43	41.86% (+0.18)	―

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
Aug 19, 2025	$40.28	$36.34	-9.78%
May 28, 2025	$38.69	$36.85	-4.76%
Feb 26, 2025	$39.09	$42.72	+9.29%
Nov 21, 2024	$26.18	$27.37	+4.55%

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 Nov 19, 2025, Before Open (Confirmed).

What is Ituran Location And Control (ITRN) earnings time?

Ituran Location And Control (ITRN) earnings time is at Nov 19, 2025, 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 2025 (Q3) is 0.69.

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