Ituran Location Reports GAAP EPS of $0.67 and Revenue of $86.8 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 19 2025
0mins
Should l Buy ITRN?
Source: SeekingAlpha
Q2 Financial Performance: Ituran Location reported a Q2 GAAP EPS of $0.67 and revenue of $86.8 million, reflecting a 2.3% year-over-year increase.
Subscriber Growth: The company added 40,000 net subscribers in the quarter, bringing the total to 2,548,000, which is an increase of 219,000 compared to the previous year.
Subscription Revenue Increase: Subscription fees for the quarter reached $63.8 million, up 6% from Q2 2024, with a 7% growth in local currencies year-over-year.
Market Valuation Insights: Analysts suggest that Ituran's valuation remains attractive despite mixed earnings results, as indicated by Seeking Alpha’s Quant Rating.
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Analyst Views on ITRN
Wall Street analysts forecast ITRN stock price to fall
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 50.720
Low
50.00
Averages
50.00
High
50.00
Current: 50.720
Low
50.00
Averages
50.00
High
50.00
About ITRN
Ituran Location and Control Ltd. is a provider of location-based services, consisting of stolen vehicle recovery (SVR), fleet management services and other tracking services. The Company also provides wireless communication products used in connection with its location-based services and various other applications. Its operations consist of two segments: location-based services and wireless communications products. Its location-based services segment consists of its SVR and tracking services, fleet management and value-added services consisted of personal locater services and concierge services. Its wireless communications products segment consists of short and medium range two-way machine-to-machine wireless communications products that are used for various applications, including automatic vehicle location (AVL) and automatic vehicle identification. It primarily provides its services, as well as sells and leases its products in Israel, Brazil, Argentina and the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ituran (ITRN) Q4 2025 Earnings Call Transcript
See More
Ituran Reports Strong Q4 Earnings with 12.8% Revenue Growth
- Earnings Highlights: Ituran's Q4 GAAP EPS stands at $0.77 with revenues of $93.5 million, reflecting a 12.8% year-over-year growth, indicating strong market performance that is likely to positively impact stock prices.
- Subscription Revenue Growth: 76% of revenues stem from location-based service subscription fees, totaling $71.1 million, which is a 15% increase, demonstrating Ituran's ongoing expansion in its core business market share.
- Subscriber Base Expansion: By the end of December 2025, Ituran's subscriber base grew to 2,630,000, an increase of 42,000 from the previous quarter, reflecting successful strategies in customer acquisition and retention.
- Steady Product Revenue: Product revenues reached $22.4 million, up 5% year-over-year, indicating ongoing efforts to diversify revenue sources, which enhances overall financial stability.
See More
Ituran Location to Announce Q4 Earnings on March 5
- Earnings Announcement: Ituran Location is set to release its Q4 earnings on March 5 before the market opens, with expectations that its performance will further solidify the company's position in the industry.
- Earnings Expectations: Analysts forecast an EPS of $0.76 and revenue of $93.3 million, reflecting a 12.5% year-over-year growth, indicating strong performance in a continuously growing market.
- Consistent Outperformance: Over the past year, Ituran Location has beaten EPS and revenue estimates 100% of the time, showcasing its stable profitability and market adaptability, which boosts investor confidence.
- Quant Rating Insights: Seeking Alpha's Quant Rating highlights Ituran Location's strengths in financial health and profitability, attracting investor interest and potentially driving stock price increases.
See More
Ituran Partners with Fiat for Connect Program Expansion
- Collaboration Expansion: Ituran has signed a three-year agreement with Stellantis for the Connect Fiat program, with an option to extend for two additional years, marking a significant deepening of their partnership in South America and expected to enhance Ituran's competitiveness in the OEM market.
- Integrated Solution: The project delivers a fully integrated end-to-end solution, ensuring Fiat Strada customers enjoy a seamless, secure, and scalable connected vehicle experience, fully aligned with global best practices in automotive connectivity, thereby enhancing customer satisfaction and brand loyalty.
- Strategic Milestone: This collaboration represents another important milestone in Ituran's partnership with Stellantis since May 2025, reflecting Ituran's commitment to technological excellence and customer experience, and is expected to drive the development of smart automotive technology in the South American market.
- User Base Growth: Ituran's subscriber base has surpassed 2.6 million, and with its market-leading position in Latin America, this partnership will further solidify its leadership in connected vehicle services, driving future business growth.
See More
Ituran Partners with Griiip to Enhance Motorsport Data Analytics
- Real-Time Data Enhancement: The partnership between Ituran and Griiip integrates IturanMob's smart mobility platform with Griiip's AI analytics, enabling real-time collection and processing of vehicle performance data, with plans to connect thousands of motorsport vehicles by 2026, significantly advancing the digital transformation of the motorsport sector.
- Technological Collaboration Benefits: As Griiip's official IoT technology provider, IturanMob utilizes its advanced telemetry system to transmit real-time data on acceleration, braking, cornering, and driving behavior, allowing drivers and teams at all levels to access precise performance analysis and improve overall performance.
- User Experience Innovation: By simply installing the IturanMob device and registering on the GriiipPerformance platform, drivers can receive essential driving insights directly on their mobile devices, marking a new level of accessibility and convenience in data analytics tools for motorsport.
- Market Leadership Reinforcement: Ituran strengthens its market leadership in Latin America with over 2.5 million users and services in more than 20 countries, showcasing its robust capabilities and growth potential in the smart mobility technology sector.
See More
Ituran Schedules Q4 2025 Earnings Call
- Earnings Release Schedule: Ituran Location and Control Ltd. will release its Q4 and full-year 2025 results on March 5, 2026, enhancing financial transparency and likely attracting investor interest.
- Video Conference Timing: The company will host a video conference at 9 AM Eastern Time on the same day, where management will review results and answer investor questions, fostering greater engagement with stakeholders.
- Registration Process: Investors must register in advance to participate, receiving a link post-registration, which ensures smooth information flow and enhances investor participation.
- Replay Availability: For those unable to attend live, a replay will be available within hours after the call, ensuring all investors can access key information and further enhancing the company's transparency.
See More
Ituran (ITRN) Q4 2025 Earnings Call Transcript
See More
Ituran Reports Strong Q4 Earnings with 12.8% Revenue Growth
- Earnings Highlights: Ituran's Q4 GAAP EPS stands at $0.77 with revenues of $93.5 million, reflecting a 12.8% year-over-year growth, indicating strong market performance that is likely to positively impact stock prices.
- Subscription Revenue Growth: 76% of revenues stem from location-based service subscription fees, totaling $71.1 million, which is a 15% increase, demonstrating Ituran's ongoing expansion in its core business market share.
- Subscriber Base Expansion: By the end of December 2025, Ituran's subscriber base grew to 2,630,000, an increase of 42,000 from the previous quarter, reflecting successful strategies in customer acquisition and retention.
- Steady Product Revenue: Product revenues reached $22.4 million, up 5% year-over-year, indicating ongoing efforts to diversify revenue sources, which enhances overall financial stability.
See More
Ituran Location to Announce Q4 Earnings on March 5
- Earnings Announcement: Ituran Location is set to release its Q4 earnings on March 5 before the market opens, with expectations that its performance will further solidify the company's position in the industry.
- Earnings Expectations: Analysts forecast an EPS of $0.76 and revenue of $93.3 million, reflecting a 12.5% year-over-year growth, indicating strong performance in a continuously growing market.
- Consistent Outperformance: Over the past year, Ituran Location has beaten EPS and revenue estimates 100% of the time, showcasing its stable profitability and market adaptability, which boosts investor confidence.
- Quant Rating Insights: Seeking Alpha's Quant Rating highlights Ituran Location's strengths in financial health and profitability, attracting investor interest and potentially driving stock price increases.
See More
Ituran Partners with Fiat for Connect Program Expansion
- Collaboration Expansion: Ituran has signed a three-year agreement with Stellantis for the Connect Fiat program, with an option to extend for two additional years, marking a significant deepening of their partnership in South America and expected to enhance Ituran's competitiveness in the OEM market.
- Integrated Solution: The project delivers a fully integrated end-to-end solution, ensuring Fiat Strada customers enjoy a seamless, secure, and scalable connected vehicle experience, fully aligned with global best practices in automotive connectivity, thereby enhancing customer satisfaction and brand loyalty.
- Strategic Milestone: This collaboration represents another important milestone in Ituran's partnership with Stellantis since May 2025, reflecting Ituran's commitment to technological excellence and customer experience, and is expected to drive the development of smart automotive technology in the South American market.
- User Base Growth: Ituran's subscriber base has surpassed 2.6 million, and with its market-leading position in Latin America, this partnership will further solidify its leadership in connected vehicle services, driving future business growth.
See More
Ituran Partners with Griiip to Enhance Motorsport Data Analytics
- Real-Time Data Enhancement: The partnership between Ituran and Griiip integrates IturanMob's smart mobility platform with Griiip's AI analytics, enabling real-time collection and processing of vehicle performance data, with plans to connect thousands of motorsport vehicles by 2026, significantly advancing the digital transformation of the motorsport sector.
- Technological Collaboration Benefits: As Griiip's official IoT technology provider, IturanMob utilizes its advanced telemetry system to transmit real-time data on acceleration, braking, cornering, and driving behavior, allowing drivers and teams at all levels to access precise performance analysis and improve overall performance.
- User Experience Innovation: By simply installing the IturanMob device and registering on the GriiipPerformance platform, drivers can receive essential driving insights directly on their mobile devices, marking a new level of accessibility and convenience in data analytics tools for motorsport.
- Market Leadership Reinforcement: Ituran strengthens its market leadership in Latin America with over 2.5 million users and services in more than 20 countries, showcasing its robust capabilities and growth potential in the smart mobility technology sector.
See More
Ituran Schedules Q4 2025 Earnings Call
- Earnings Release Schedule: Ituran Location and Control Ltd. will release its Q4 and full-year 2025 results on March 5, 2026, enhancing financial transparency and likely attracting investor interest.
- Video Conference Timing: The company will host a video conference at 9 AM Eastern Time on the same day, where management will review results and answer investor questions, fostering greater engagement with stakeholders.
- Registration Process: Investors must register in advance to participate, receiving a link post-registration, which ensures smooth information flow and enhances investor participation.
- Replay Availability: For those unable to attend live, a replay will be available within hours after the call, ensuring all investors can access key information and further enhancing the company's transparency.
See More
