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Ituran Location And Control Ltd (ITRN)
NASDAQ:ITRN
Earnings Data
Report Date
May 26, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.79Last Year’s EPS
0.73Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial performance with record revenue, EBITDA, subscriber growth, and cash generation in 2025, alongside a very strong balance sheet and generous capital returns. Management highlighted multiple new strategic initiatives (IturanMob U.S. rollout, Credit Carbon, big-data monetization) that could materially expand revenue and ARPU over the medium term, but emphasized these are early-stage with limited contribution in 2026. Key near-term concerns include slow product revenue growth, modest full-year EBITDA expansion, geographic concentration (55% of revenue from Israel) and commercialization/regulatory risks for the new initiatives. On balance, the positive results, cash strength, and visible growth drivers outweigh the near-term limitations and risks.Company Guidance
Record Quarterly and Annual Revenues
Q4 revenue $93.5M, up 13% year-over-year (record quarter); FY 2025 revenue $359M, up 7% vs $336.3M in 2024.
Strong Subscription Growth and Mix
Subscriber base reached 2,630,000 (end of 2025), net adds of 42,000 in Q4 and 221,000 in 2025 (record year). Subscription revenue $71.1M in Q4, up 15% YoY and representing 76% of Q4 revenues; FY subscription revenue $264.6M, up 9% YoY and 74% of FY revenues.
Improved Profitability and Margins
Q4 EBITDA $25.3M (27.1% of revenues), up 12% YoY; FY EBITDA $96.2M (26.8% of revenues), up 5% YoY. Q4 net income $15.3M (EPS $0.77), up 10% YoY; FY net income $58M (EPS $2.92), up 8% YoY.
Record Cash Generation and Strong Balance Sheet
Q4 cash from operations $29.4M (highest ever); FY cash from operations $88.6M. Net cash & marketable securities $107.6M as of 12/31/2025 vs $77.2M year-earlier.
Capital Return to Shareholders
Board declared $30M dividend for Q4 (regular $10M + special $20M). Total dividends for 2025 $60M (~100% of net income), noted dividend yield ~7% at year-end price. Buybacks: ~$3.1M purchased in 2025 (85,000 shares) and board approved an incremental $10M authorization (bringing available buyback capacity to $13.5M).
OEM Partnerships and Geographic Expansion
Added OEM partners in 2025 including Stellantis, Renault, Yamaha, BMW and announced Fiat; management is actively discussing further OEM deals and expanded IturanMob into the U.S. market.
New Product Initiatives with Mid/Long-Term Upside
Launched/enhanced strategic initiatives: IturanMob (shared mobility and rental fleet solutions being scaled into the U.S.), Credit Carbon (EV carbon-credit marketplace in testing, expected initial commercial deployment toward year-end 2026), and Big Data monetization (pilots and government/commercial opportunities; early pilots billed in the 'hundreds of thousands'). Management expects these to be meaningful contributors after 2026.
Q4 Geographic Revenue Diversification
Q4 revenue mix: Israel 55%, Brazil 23%, Rest of World 22% — demonstrating multi-region revenue streams with strong presence in Israel and Brazil.
Forward Subscriber Add Guidance
While not issuing formal financial guidance, management expects to maintain an overall net subscriber add run rate and projects 2026 net adds between ~160,000–188,000 subscribers.
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 |
|---|---|---|---|
Mar 05, 2026 | $45.89 | $50.47 | +9.98% |
Nov 18, 2025 | $36.50 | $36.28 | -0.60% |
Aug 19, 2025 | $39.25 | $35.41 | -9.78% |
May 28, 2025 | $37.70 | $35.90 | -4.77% |
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 Ltd (ITRN) report earnings?
Ituran Location And Control Ltd (ITRN) is schdueled to report earning on May 26, 2026, Before Open (Confirmed).
What is Ituran Location And Control Ltd (ITRN) earnings time?
Ituran Location And Control Ltd (ITRN) earnings time is at May 26, 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 (Q1) is 0.79.