Ituran Location & Control (ITRN) Company Report

Analyst Coverage

Research analysts who have asked questions during Ituran Location & Control earnings calls.

Sergey Glinyanov

Analyst

7 questions for ITRN

Also covers: GILT, ISSC, TATT +1 more

Chris Reimer

Barclays

6 questions for ITRN

Also covers: CEVA, KRNT, MGIC +3 more

Allen Klee

Maxim Group

5 questions for ITRN

Also covers: CCG, CCLD, DLPN +11 more

Evan Tindell

Bireme Capital

4 questions for ITRN

Also covers: ORI

Eric Gregg

Four Tree Island Advisory

2 questions for ITRN

Also covers: DDI, GTX, WLFC

Boris Schneider

More Investments

1 question for ITRN

Chris Raymer

Barclays

1 question for ITRN

Josh Straus

Pekin Hardy Strauss, Inc.

1 question for ITRN

Latest news

Recent press releases and 8-K filings for ITRN.

Ituran Location & Control Reports Record Q4 and Full Year 2025 Results

ITRN

Earnings

Dividends

Share Buyback

Ituran Location & Control reported record financial results for Q4 and full year 2025, with Q4 revenue growing 13% to nearly $94 million and full year revenue reaching $359 million, a 7% increase over 2024. Full year diluted earnings per share increased 8% to $2.92.
The company achieved record subscriber growth in 2025, adding 221,000 net new subscribers to reach 2.63 million by year-end, and anticipates adding 160,000-188,000 net subscribers in 2026.
Ituran announced substantial capital returns to shareholders, including a $30 million dividend for Q4 2025 (comprising a $10 million regular and $20 million special dividend), totaling $60 million for the full year, which represents approximately 100% of net income.
The board also approved a $10 million increase to the share buyback authorization, bringing the total available under the program to $13.5 million, supported by a strong balance sheet with $107.6 million in net cash and no debt as of December 31, 2025.
The company is advancing new growth initiatives, including the expansion of its IturanMob smart-mobility platform, the Credit Carbon initiative (with initial commercial deployment expected toward year-end 2026), and monetization of its extensive big data capabilities, though these are projected to have a very low financial contribution in 2026.

5 days ago

Transcript

Ituran Location & Control Reports Record Q4 and Full Year 2025 Results, Announces Special Dividend and Increased Share Buyback

ITRN

Earnings

Dividends

Share Buyback

Ituran reported record financial performance for Q4 and full year 2025, with Q4 2025 revenue of $93.5 million (up 13% year-over-year) and full year 2025 revenue of $359 million (up 7% over 2024). EBITDA for Q4 was $25.3 million and $96.2 million for the full year 2025.
The company achieved strong subscriber growth, reaching 2.63 million subscribers by the end of 2025, with 42,000 net additions in Q4 and a record 221,000 net new subscribers for the full year.
Ituran is pursuing strategic growth initiatives, including new OEM partnerships (e.g., Stellantis, Renault, Yamaha, BMW) and launching new ventures such as the IturanMob smart-mobility platform, Credit Carbon for EV drivers, and monetizing its big data capabilities.
The board demonstrated a commitment to shareholder returns by declaring a $30 million dividend for Q4 2025 (including a $20 million special dividend), resulting in $60 million in total dividends for full year 2025. Additionally, a $10 million increase to the share buyback authorization was approved, bringing the total available under the program to $13.5 million.

5 days ago

Transcript

Ituran Reports Record Q4 and Full-Year 2025 Results, Announces Special Dividend and Increased Buyback

ITRN

Earnings

Dividends

Share Buyback

Ituran reported record Q4 2025 revenue of $93.5 million, a 13% increase year-over-year, and full-year 2025 revenue of $359 million, up 7% from 2024, with Q4 subscriber revenue growing 15%.
The company achieved record EBITDA of over $25 million in Q4 2025, pushing the yearly EBITDA run rate above $100 million for the first time, and generated $29.4 million in cash flow from operations for the quarter.
Ituran's subscriber base reached over 2.6 million by year-end 2025, adding 221,000 net new subscribers in 2025, a record year for subscriber growth, and expects to add 160,000-188,000 net subscribers in 2026.
The board declared a total dividend of $30 million for Q4 2025, including a $20 million special dividend, and approved a $10 million increase to the existing share buyback authorization, bringing the total available under the program to $13.5 million.
New growth initiatives, including IturanMob (expanding into the U.S. rental market and motorsport analytics), Credit Carbon (monetizing EV carbon savings), and Big Data monetization, are being developed, with initial commercial deployment for Credit Carbon expected toward year-end 2026.

5 days ago

Transcript

Ituran Location and Control Ltd. Announces Q4 2025 Dividend Distribution

ITRN

Dividends

Ituran Location and Control Ltd. (ITRN) announced a cash dividend distribution of $30 million for the Fourth Quarter of 2025.
The dividend is $1.50 per share.
The dividend will be paid on April 16, 2026, to shareholders of record as of March 30, 2026, net of taxes at a rate of 20%.
As of December 31, 2025, prior to this distribution, the company's retained earnings were US$ 244.4 million and its cash balance was US$ 107.6 million.

6 days ago

6-K

Ituran Location & Control Announces Dividend Distribution

ITRN

Dividends

Ituran Location and Control Ltd. (ITRN) announced a cash dividend of $1.50 per share, totaling approximately US$ 30 million.
The dividend is payable on April 16, 2026, to shareholders of record as of March 30, 2026, and will be subject to a 20% tax withholding rate.
As of December 31, 2025, prior to this distribution, Ituran reported US$ 244.4 million in retained earnings and a US$ 107.6 million cash balance, with no outstanding credit from banking institutions.

6 days ago

Press Release

Ituran Location and Control Ltd. Announces Record Q4 and Full Year 2025 Results

ITRN

Earnings

Dividends

Share Buyback

Ituran Location and Control Ltd. reported record full year 2025 revenue of $359.0 million, a 7% increase year-over-year, and net income of $58.0 million, up 8% year-over-year. Fourth quarter 2025 revenue increased by 13% year-over-year to $93.5 million, with net income rising 10% to $15.3 million.
The company achieved record full year operating cash flow of $88.6 million and added 221,000 net subscribers in 2025, bringing the total to 2,630,000 by year-end.
Ituran declared $60 million in dividends for 2025, including a $30 million dividend for Q4, and authorized a $10 million increase to its share buy-back program. The year-end net cash position and marketable securities stood at $107.6 million.

6 days ago

6-K

Ituran Announces Fourth Quarter and Full Year 2025 Results

ITRN

Earnings

Dividends

Share Buyback

Ituran Location and Control Ltd. reported record financial metrics for the full year 2025, with revenue at $359.0 million (up 7% year-over-year), net income of $58.0 million (up 8% year-over-year), and EBITDA of $96.2 million (up 5% year-over-year).
The company ended 2025 with 2,630,000 subscribers, adding a net 221,000 during the year, including 42,000 net subscribers in the fourth quarter.
For the fourth quarter of 2025, revenue increased by 13% year-over-year to $93.5 million, and net income grew by 10% year-over-year to $15.3 million.
Ituran declared a total of $60 million in dividends for the year 2025 and authorized a new $10 million increase to its share buy-back program.

6 days ago

Press Release

Ituran selected for Fiat Connect in South America

ITRN

Product Launch

New Projects/Investments

Ituran Location and Control Ltd. (ITRN) was selected to provide a full connectivity solution for the Connect Fiat program in South America, expanding its collaboration with Stellantis.
The agreement has an initial term of three years, with an option to extend for an additional two years, and covers an integrated, end-to-end solution for the Fiat Strada.
This project represents a strategic milestone in Ituran's partnership with Stellantis in South America, which began in May 2025.

Feb 25, 2026, 12:00 PM

6-K

Ituran Selected to Provide Connectivity Solution for Fiat

ITRN

Product Launch

New Projects/Investments

Ituran Location and Control Ltd. was selected to deliver the Connect Fiat program in partnership with Stellantis.
The agreement has an initial term of three years, with an option to extend for an additional two years, and represents an expansion of Ituran's existing collaboration with Stellantis, which began in May 2025.
Ituran will provide a fully integrated, end-to-end solution for the Fiat Strada in South America, encompassing hardware supply, connected vehicle services, technology backend operation, and an end-user mobile application.

Feb 25, 2026, 12:00 PM

Press Release

Ituran Signs New OEM Agreement with Renault

ITRN

New Projects/Investments

Revenue Acceleration/Inflection

Ituran Location and Control Ltd. has signed an initial three-year service agreement with Renault.
The contract covers multiple countries in the Latin American region, with potential for expansion to additional global markets and extended service periods.
Ituran expects this agreement to strengthen its presence in Latin America and potentially accelerate long-term net subscriber growth.
Renault's Purchasing Director, Andr\u00e9 M\u00f3i, noted that the agreement aligns with Renault's strategy of working with leading suppliers to ensure the best solutions for its customers.