ITRN

Ituran Location and Control (ITRN) reported Q1 earnings Tuesday of $0.85 per diluted share, up from

Interested in Ituran Location and Control Ltd.? Here are five stocks we like better. Ituran posted a record Q1 2026 with revenue of $102.7 million, up 19% year over year, as subscription revenue climbed 21% to $75.4 million. Operating income, EBITDA, and net income all increased by double digits. The company continued to grow its subscriber base, adding 40,000 net subscribers to reach 2.67 million, and reiterated its full-year target of 160,000 to 180,000 net additions. Management said growth was steady across core markets and supported by a currency tailwind in the quarter. Profitability and shareholder returns remained strong, with EBITDA of $26.7 million, net income of $16.8 million, and operating cash flow of $18.2 million. Ituran also declared a $10 million quarterly dividend and continued share repurchases, while highlighting OEM partnerships and new data-related initiatives as future growth drivers. Ituran Location and Control LTD, For Your Smallcap Dividend Portfolio Ituran Location and Control (NASDAQ:ITRN) reported a record first quarter of 2026, with revenue surpassing $100 million for the first time as subscription growth and continued subscriber additions supported double-digit gains in profitability. Chief Executive Officer Eyal Sheratzky said on the earnings call that the company was “very pleased” with the start to the year, citing total revenue of $102.7 million, up 19% from a year earlier. Subscription revenue rose 21% year over year to $75.4 million, while product revenue increased 12% to $27.3 million. → Voya Financial Grows Earnings Across All 3 Business Segments “For the quarter, overall revenue grew 19% year-over-year to $102.7 million, a record, with subscription revenue growth of 21% to $75.4 million,” Sheratzky said. He added that operating income, EBITDA and net income all grew by double digits from the prior-year period. Ituran added 40,000 net subscribers during the quarter, ending March 2026 with 2.67 million subscribers. Sheratzky said the gain was in line with the company’s expected run rate and reflected “continued healthy organic growth across our core markets.” → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns The company reiterated its expectation to add between 160,000 and 180,000 net subscribers during 2026, though Sheratzky noted that the pace of additions may vary from quarter to quarter. Chief Fina...

Image source: The Motley Fool. Tuesday, May 26, 2026 at 9 a.m. ET Co-CEO — Eyal Sheratzky Chief Financial Officer — Eli Kamer Need a quote from a Motley Fool analyst? Email [email protected] Eyal Sheratzky: Thank you, Kenny. I would like to welcome all of you to our first quarter 2026 results call and thank you for joining us today. We are very pleased to report a strong start to 2026. With our revenue crossing the $100 million milestone for the first time in our history. For the quarter, overall revenue grew 19% year over year to $102.7 million. A record with subscription revenue growth of 21% to $75.4 million. Operating income, EBITDA, and net income all grew year over year by double digit with EBITDA reaching $26.7 million. During the quarter, we added 40 thousand net new subscribers bringing our total subscriber base to 2.67 million at the end of March 2026. This is in line with our expected run rate and shows continued healthy organic growth across our core markets. While the pace can vary from quarter to quarter for the full year 2026, we continue to expect to add between 160 thousand and 180 thousand net subscribers. Our long term success in growing our global subscriber base constantly is due to our ongoing effort in offering new product and services to our existing customers, while at the same time, tapping into new market segments and new geographies. Our OEM relationship remain a key growth driver. During the first quarter, we further expanded our strategic partnership with Stellantis through the launch of Connect Fiat, exclusive to the Fiat Strada in South America. is a fully integrated end to end solution from Ituran, covering the embedded hardware connected vehicle services, the technology, back end, and the end user mobile application. This new program with an initial 3-year term and an option to extend by an additional 2 years builds on the partnership we announced with Stellantis in early 2025 and reinforces our role as a complete connectivity partner for global OEMs in our region. Beyond Stellantis, we remain in active discussions with additional OEMs, and this, alongside our existing partnership with Nissan Renault, General Motors, Yamaha, BMW, and others. Gives us strong confidence in our long term OEM growth trajectory. Beyond our core subscriber base telematics business, we are advancing with several growth initiatives, which I discussed last...

Revenue growth of 19% and subscription revenue up 21% year-over-year; EBITDA grows 15% to $26.7 million; AZUR, Israel, May 26, 2026 /PRNewswire/ -- Ituran Location and Control Ltd. (NASDAQ: ITRN) today announced its consolidated financial results for the first quarter 2026. Highlights of the First Quarter of 2026 Added 40,000 net subscribers in the quarter, bringing the total subscriber base to 2,670,000. Quarterly revenue surpasses a milestone reaching $102.7 million, a 19% increase year-over-year. Operating income of $22.1 million, an 18% increase year-over-year. Net income of $16.8 million, a 15% increase year-over-year. EBITDA grew to $26.7 million, a 15% increase year-over-year. The Board declared a quarterly dividend of $10 million, or $0.50 per share. Management Comment Eyal Sheratzky, Co-CEO of Ituran said, "We are pleased to report a strong start to 2026, with revenue crossing the $100 million milestone for the first time. Furthermore, our revenue, operating income, EBITDA and net income all grew year-over-year by double digits. Our strong revenue growth was driven by a 21% increase in subscription revenues to $75.4 million. During the quarter, we added 40,000 net subscribers, in line with expectations. The long-term success in growing our global subscriber base consistently is due to offerings of new products and services to existing customers while tapping into new segments and new markets." Mr. Sheratzky continued, "We continue to see solid performance across our core markets in Israel and Latin America, with ongoing traction in telematics services for motorcycles and financing products. Our OEM relationships remain a key growth driver, and we are advancing well with new initiatives including IturanMob, which has expanded into the United States market, our Big Data analytics offering, and Credit Carbon. We remain confident in our ability to deliver continued growth and profitability in 2026, and in our longer-term strategy to transform Ituran into a significantly larger company." First Quarter 2026 Results Revenues for the quarter were $102.7 million, a 19% increase compared with $86.5 million in the first quarter of last year. 73% of revenues were from location-based service subscription fees, and 27% were from product revenues. Revenues from subscription fees for the quarter were $75.4 million, an increase of 21% over the first quarter of last...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved record quarterly revenue exceeding $100 million for the first time, supported by 21% growth in subscription services. Expanded the Stellantis partnership through 'Connect Fiat' in South America, providing a fully integrated end-to-end connectivity solution for the Fiat Strada. Attributed a portion of the strong year-over-year growth to currency tailwinds, marking a shift after nearly a decade of foreign exchange headwinds. Maintained a steady organic growth run rate with 40,000 net new subscribers, demonstrating consistent execution across core Israeli and Brazilian markets. Leveraged a dominant 90% market share in Israel to pivot toward high-margin growth engines like big data and car rental telematics. Secured a strategic data agreement with Israel's Ministry of Transportation, validating the company's ability to monetize accumulated telematics data for government planning. Reiterated full-year 2026 guidance for net subscriber additions between 160,000 and 180,000. Anticipates that ongoing discussions with global OEMs will result in one to two new substantial agreements annually, following historical trends. Positions big data and the 'IturanMob' car rental solution as primary long-term growth engines to offset eventual saturation in core subscription markets. Expects more transportation data projects in Israel to mature in coming quarters as the company scales its B2B data-as-a-service model. Aims to lead the nascent U.S. car rental telematics market, though management acknowledges the sector is currently in a premature, 'market education' phase. Foreign exchange impact contributed approximately $1 million to EBIT compared to the prior year period. Maintained a consistent capital return strategy with a $10 million quarterly dividend and an active share buyback program with $13 million remaining authorization. Noted that while subscriber growth can be volatile quarter-to-quarter, the overall business model offers high visibility and stable recurring revenue. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management clarified that while FX was a tailwind this quarter, the underlying operational growth remains the primary driver of the record r...

AZOUR, Israel, May 26, 2026 /PRNewswire/ -- Ituran Location and Control Ltd. (NASDAQ: ITRN) announced that the Board of Directors approved the distribution of a cash dividend in the amount of $0.50 per share, totaling approximately US$10 million. The dividend will be paid to shareholders of record as of June 24, 2026. The Company will pay the dividend out on July 8, 2026, net of taxes at the rate of 20% (a lower rate than standard) as the dividend is distributed from "Preferred Income" and/or "Preferred Technological Income," as defined under the Encouragement of Capital Investment Law and the provisions of a tax ruling (the "Ruling") received from the Israel Tax Authority (the "ITA") with respect to the tax withholding rate upon dividend distribution. In its decision to approve the distribution of the cash dividend, the Board of Directors examined whether the Company meets the distribution criteria according to Israeli law. The Board of Directors concluded that the above-mentioned distribution will not undermine the Company's ability to keep performing in its current course of business or future plans, and is able to meet its undertakings when due. Retained earnings as of March 31, 2026, prior to the distribution were US$ 231.3 million and retained earnings will reach US$ 221.3 million after the distribution. The Board of Directors emphasized that as of March 31, 2026, the Company had a cash balance in hand of US$ 108.0 million (this amount is prior to the payment of a dividend of approximately US$30 million which was declared for the fourth quarter 2025 and was paid out in April 2026). The Company had no outstanding credit from banking institutions. As of March 31, 2026, the Company's current assets (excluding cash and cash equivalents) were in the sum of US$141.0 million and current liabilities were in the sum of US$ 131.3 million. About Ituran Ituran is a leader in the emerging mobility technology field, providing value-added location-based services, including a full suite of services for the connected-car. Ituran offers Stolen Vehicle Recovery, fleet management as well as mobile asset location, management & control services for vehicles, cargo and personal security for the retail, insurance industry and car manufacturers. Ituran is the largest OEM telematics provider in Latin America. Its products and applications are used by customers in over 20 countr...

Conference Call Scheduled at 9am Eastern Time AZOUR, Israel, April 27, 2026 /PRNewswire/ -- Ituran Location and Control Ltd. (NASDAQ: ITRN), announced that it will be releasing its first quarter 2026 results on Tuesday, May 26, 2026. The Company will be hosting a video conference call later that day via Zoom, starting at 9am Eastern Time, 6am Pacific Time and 4pm Israel time. On the call, management will review and present the results and will be available to answer investor questions. To participate in the Zoom call, please register at the following link: https://us06web.zoom.us/webinar/register/WN_Jx5K81s0TCqmGqEj3AgRdA Following registration, you will be sent the link to the conference call which is accessible either via the Zoom app, or alternatively from a dial-in telephone number. If you have an issue with registration, please contact the Ituran investor relations team, well in advance of the call. For those unable to participate, the call will be available for replay through the same link, or from a link to the recording on Ituran's website, beginning within a few hours following the end of the call. About Ituran Ituran is a leader in the emerging mobility technology field, providing value-added location-based services, including a full suite of services for the connected-car. Ituran offers Stolen Vehicle Recovery, fleet management as well as mobile asset location, management & control services for vehicles, cargo and personal security for the retail, insurance, financing industries and car manufacturers. Ituran is the largest OEM telematics provider in Latin America. Its products and applications are used by customers in over 20 countries. Ituran is also the founder of the Tel-Aviv based DRIVE startup incubator to promote the development of smart mobility technology. Ituran's subscriber base has been growing significantly since the Company's inception to over 2.6 million subscribers using its location-based services with a market-leading position in Israel and Latin America. Established in 1995, Ituran has approximately 2,800 employees worldwide, with offices in Israel, Brazil, Argentina, Mexico, Ecuador, Colombia, India, Canada and the United States. For more information, please visit Ituran's website, at: www.ituran.com Company Contact Udi Mizrahi Deputy CEO and VP Finance, Ituran [email protected] (Israel) +972 3 557 1348 International Investor Rel...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Ituran Location and Control (ITRN) has drawn investor attention after reporting record 2025 revenue and profitability, pairing those results with a US$30 million dividend, a special payout, and an expanded share buyback authorization. See our latest analysis for Ituran Location and Control. Those record 2025 results, the US$30 million dividend and the larger buyback sit alongside a share price of US$49.66, with a 1-month share price return of 8.05% and a 1-year total shareholder return of 44.14%. This suggests momentum has been building over both shorter and longer periods as the market reacts to earnings, the Stellantis Connect Fiat agreement and refreshed capital returns. If you are looking beyond telematics and connected vehicles, this could be a good moment to broaden your search with our screener of 20 top founder-led companies. With record 2025 results, a US$30 million dividend and an expanded buyback already out in the open, the key question now is whether Ituran’s US$49.66 share price still leaves upside on the table or if the market is already baking in future growth. On a P/E of 17x, Ituran Location and Control is priced below both its US Communications peers and the peer group used in the comparison, even after a strong 1-year total return. The P/E multiple compares the current share price of $49.66 with the company’s earnings per share, so you are effectively seeing how much the market is paying for each dollar of profit. For a telematics and connected services business with positive earnings, a mid-teens P/E sits between deep value territory and the richer valuations often seen in higher growth names. Relative to the US Communications industry average P/E of 39.9x and a peer average of 34.7x, Ituran’s 17x P/E stands out as materially lower. That gap suggests the market is currently assigning a lower price tag to each dollar of Ituran’s earnings than it does for sector and peer averages, with earnings growing 17.8% per year over the past 5 years and a Return on Equity of 26.7%. See what the numbers say about this price — find out in our valuation breakdown. Result: Price-to-Earnings of 17x (UNDERVALUED) However, you still need to weigh risks, such as any slowdown in revenue growth from the current 8.66% rat...

This article first appeared on GuruFocus. Revenue: $93.5 million for Q4, a 13% increase year-over-year. Subscription Revenue: $71.1 million for Q4, up 15%, representing 76% of total revenues. Product Revenue: $22.4 million for Q4, up 5% year-over-year. EBITDA: $25.3 million for Q4, representing 27.1% of revenues, a 12% increase year-over-year. Net Income: $15.3 million for Q4, or diluted EPS of $0.77, a 10% increase year-over-year. Cash Flow from Operations: $29.4 million for Q4. Subscriber Base: 2,630,000 at year-end 2025, with an increase of 42,000 in Q4 and 221,000 year-over-year. Full Year Revenue: $359 million for 2025, a 7% increase over 2024. Full Year Subscription Revenue: $264.6 million, a 9% increase over 2024. Full Year Product Revenue: $94.5 million, a 1% increase over 2024. Full Year EBITDA: $96.2 million, 26.8% of revenues, a 5% increase year-over-year. Full Year Net Income: $58 million, 16.1% of revenues, or fully diluted EPS of $2.92, an 8% increase over 2024. Net Cash and Marketable Securities: $107.6 million as of December 31, 2025. Dividend: $30 million for Q4, including a $20 million special dividend and a $10 million regular dividend. Share Buyback: $1.6 million in shares purchased during Q4, with $13.5 million available under the buyback program. Warning! GuruFocus has detected 13 Warning Signs with STU:RN4. Is ITRN fairly valued? Test your thesis with our free DCF calculator. Release Date: March 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Ituran Location and Control Ltd (NASDAQ:ITRN) reported record revenue growth of 13% for the fourth quarter, reaching nearly $94 million. Subscriber revenue grew by 15%, contributing significantly to the overall revenue increase. The company achieved a record EBITDA of over $25 million for the quarter, setting a yearly run rate exceeding $100 million for the first time. Ituran Location and Control Ltd (NASDAQ:ITRN) generated its highest-ever quarterly cash flow from operations at $29.4 million. The company declared a total dividend of $30 million for the fourth quarter, including a $20 million special dividend, reflecting strong profitability and cash generation. The geopolitical situation, including the war involving Israel, poses potential risks to Ituran Location and Control Ltd (NASDAQ:ITRN)'s operations, although the company has exp...

Ituran Location and Control Ltd. recently reported record 2025 results with US$359.00 million in revenue and US$58.00 million in profit, and in early March 2026 approved a US$1.50 per share cash dividend totaling about US$30.00 million, to be paid on 16 April 2026 with a reduced 20% Israeli withholding tax rate. Alongside this elevated dividend and a new US$10.00 million share buyback program, Ituran extended its OEM reach through the Connect Fiat partnership with Stellantis for the Fiat Strada in South America, underscoring its integrated role across hardware, software, and connected-vehicle services. We’ll now examine how the record 2025 earnings and sizeable US$30.00 million dividend distribution reshape Ituran’s existing investment narrative. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 29 best rare earth metal stocks of the very few that mine this essential strategic resource. To own Ituran Location and Control, you really need to believe in its ability to keep growing its telematics subscriber base while converting that into consistent cash generation. The record 2025 results and US$30.00 million dividend underline financial strength but do not fundamentally change the key near term catalyst, which is continued OEM and subscriber growth, or the biggest risk, which remains margin pressure from currency swings and product mix. Among the recent announcements, the Connect Fiat partnership with Stellantis for the Fiat Strada stands out as most relevant. It ties directly into the OEM expansion catalyst, showing how Ituran’s integrated hardware, software, and connected services can deepen its role with car manufacturers, even as investors weigh the risk that OEM-heavy growth could compress margins if lower priced contracts outpace higher margin services. Yet behind these strong headlines, investors should also be aware of the risk that sustained U.S. dollar strength could... Read the full narrative on Ituran Location and Control (it's free!) Ituran Location and Control's narrative projects $408.4 million revenue and $68.2 million earnings by 2028. This requires 6.7% yearly revenue growth and a $14.5 million earnings increase from $53.7 million today. Uncover how Ituran Location and Control's forecasts...

Achieved record annual results driven by a 15% increase in subscriber revenue and a milestone EBITDA run rate exceeding $100 million. Net subscriber growth reached a record 221,000 in 2025, supported by a significant one-time bump from the Stellantis OEM partnership integration in Q1. Strategic expansion into the motorcycle segment in Brazil via Yamaha and BMW partnerships has successfully opened a previously untapped high-volume market. Management attributes sustained market leadership in Israel and Brazil to superior recovery rates and technological differentiation over legacy competitors. The company is transitioning from a traditional telematics provider to a data-centric platform, leveraging 30 years of proprietary driving behavior data. Operational resilience remains high despite regional geopolitical tensions, with management noting that commercial activity in Israel typically recovers rapidly after brief disruptions. Projected net subscriber additions for 2026 are targeted between 160,000 and 188,000, maintaining a steady run rate of approximately 40,000-plus per quarter. Commercial deployment of the 'Credit Carbon' initiative is expected toward year-end 2026, aiming to monetize EV emission reductions through regulatory-grade verification. The IturanMob platform is targeting the U.S. market's 17,000 small-to-mid-sized car rental companies to drive international diversification. Management expects new initiatives to begin contributing meaningfully to financial results starting in 2027 and 2028, rather than in the immediate fiscal year. Future geographic expansion into Europe or the U.S. for fleet management is likely to be pursued through strategic acquisitions rather than organic 'from scratch' entry. Declared a $20 million special dividend in addition to the $10 million regular quarterly dividend, returning approximately 100% of 2025 net income to shareholders. Authorized a $10 million increase to the share buyback program, bringing total available authorization to $13.5 million to address perceived stock undervaluation. Maintains a debt-free balance sheet with over $107 million in cash and marketable securities, providing significant optionality for M&A or further R&D. Management acknowledged a $1 million to $1.5 million negative impact on EBIT during 2025 due to foreign exchange fluctuations. Our analysts just identified a stock with the potential...