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
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: 60.110
Low
50.00
Averages
50.00
High
50.00
Current: 60.110
Low
50.00
Averages
50.00
High
50.00
About ITRN
Ituran Location and Control Ltd. is an Israel-based provider of location-based services, including stolen vehicle recovery (SVR), fleet management, and tracking solutions. The Company also provides wireless communication products used with its services. Its location-based services segment includes SVR, tracking, fleet management, and value-added services, such as personal locator and concierge services. Its wireless communications segment includes short- and medium-range machine-to-machine products used for applications such as automatic vehicle location (AVL) and identification. The Company operates in Israel, Brazil, Argentina, and the United States, serving both individual and enterprise customers globally.
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.
- Cash Dividend Announcement: Ituran Location and Control Ltd. has declared a cash dividend of $0.50 per share, totaling approximately $10 million, to be paid on July 8, 2026, reflecting the company's stable financial position and commitment to shareholder returns.
- Tax Advantage Dividend: The dividend will be subject to a 20% withholding tax, lower than the standard rate, as it is distributed from 'Preferred Income' or 'Preferred Technological Income', indicating effective tax planning that enhances shareholder returns.
- Financial Health Status: As of March 31, 2026, the company reported a cash balance of $108 million, with retained earnings expected to decrease to $221.3 million post-distribution, demonstrating the ability to maintain liquidity and financial stability while fulfilling dividend obligations.
- Market Leadership Position: Ituran holds a leading position in the OEM telematics market in Latin America, with over 2.6 million subscribers, and the continuous growth in its subscriber base and diversified service offerings lays a solid foundation for future expansion and innovation.
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- Dividend Announcement: Ituran Location and Control Ltd. has declared a cash dividend of $0.50 per share, totaling approximately $10 million, which will be paid on July 8, 2026, reflecting the company's strong cash flow management.
- Tax Incentive Distribution: The dividend will be subject to a 20% withholding tax, lower than the standard rate, as it is derived from 'Preferred Income' or 'Preferred Technological Income', enhancing shareholder returns.
- Financial Health Status: As of March 31, 2026, the company reported a cash balance of $108 million, and after the dividend distribution, retained earnings will decrease to $221.3 million, indicating a solid financial position while fulfilling dividend obligations.
- Market Leadership: Ituran holds a leading position in the OEM telematics market in Latin America with over 2.6 million subscribers, and the growing subscriber base lays a strong foundation for future business expansion.
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- Strong Earnings Report: Ituran's Q1 GAAP EPS of $0.85 exceeded expectations by $0.07, indicating a robust enhancement in profitability that bolsters investor confidence.
- Significant Revenue Growth: The quarterly revenue reached $102.67 million, marking an 18.7% year-over-year increase and surpassing market expectations by $7.34 million, reflecting strong performance in core business areas, particularly in Israel and Latin America.
- Robust Subscriber Growth: The company added 40,000 net subscribers in the quarter, bringing the total to 2.67 million, showcasing sustained traction in its stolen vehicle recovery and telematics services, thereby enhancing competitive positioning.
- Optimistic Strategic Outlook: With strong cash flow and recurring revenue growth, Ituran is poised for greater business expansion in the future, further increasing market share and profitability.
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- Significant Revenue Growth: Ituran's Q1 2026 revenue reached $102.7 million, a 19% year-over-year increase, marking the first time it surpassed the $100 million milestone, reflecting strong performance in core markets, particularly in Israel and Latin America.
- Robust Subscription Revenue: Subscription revenue for the quarter was $75.4 million, up 21% year-over-year, accounting for 73% of total revenue, indicating successful expansion of the customer base and the introduction of new products and services, further solidifying its market leadership.
- EBITDA and Net Income Increase: EBITDA rose 15% to $26.7 million, with net income at $16.8 million, also a 15% increase, reflecting ongoing improvements in profitability and operational efficiency, which enhances investor confidence.
- Shareholder Returns and Cash Flow: The company declared a $10 million dividend for the quarter and authorized an additional $10 million for its buyback program, demonstrating strong cash flow and a solid financial position, thereby increasing shareholder value.
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- Earnings Release Schedule: Ituran Location and Control Ltd. will release its Q1 2026 results on May 26, 2026, showcasing the company's latest advancements in the emerging mobility technology sector, which is expected to positively impact investor confidence.
- Video Conference Timing: The company will host a video conference at 9 AM Eastern Time (6 AM Pacific Time, 4 PM Israel Time), where management will review the earnings and answer investor questions, enhancing transparency and investor relations.
- Participation Registration: Investors must register via the provided link to join the Zoom call, and upon registration, they will receive the meeting link, ensuring convenient participation for all investors and increasing interactivity.
- Replay Availability: For those unable to attend live, the call will be available for replay within a few hours after its conclusion, ensuring widespread dissemination of information and follow-up opportunities, further enhancing communication between the company and its investors.
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- Earnings Release Schedule: Ituran Location and Control Ltd. will release its Q1 2026 results on May 26, 2026, with management reviewing the results in a Zoom video conference, likely drawing significant investor interest.
- Meeting Time and Participation: The call is scheduled for 9 AM Eastern Time, and participants must register in advance to receive the link, ensuring investors can engage and ask questions effectively.
- Replay Availability: For those unable to attend live, a replay link will be available within hours after the call, promoting information dissemination and transparency among stakeholders.
- Company Background: Ituran is the largest OEM telematics provider in Latin America, boasting over 2.6 million subscribers, highlighting its leadership in the emerging mobility technology sector.
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