Ituran Location and Control Ltd.(ITRN)Earnings, Financials & Key Ratios
ITRN•NASDAQ
$55.08
18.9× P/E·Price updated Jul 7, 2026
AboutIturan Location and Control Ltd., together with its subsidiaries, provides location-based telematics services and machine-to-machine telematics products. The company's Telematics services segment provides stolen vehicle recovery and tracking services, which locate, track, and recover stolen vehicles for its subscribers; fleet management services that enable corporate and individual customers to track and manage their vehicles in real time; and locator services that allow customers to protect valuable merchandise and equipment. It also offers on-demand navigation guidance, information, and assistance, including the provision of traffic reports and directions, as well as information on the location of gas stations, car repair shops, post offices, hospitals, and other facilities; and Connected Car, a service platform that includes a back-office application, a telematics device installed in the vehicle, mobile apps for IOS and Android users, and interface using the car infotainment screen, as well as usage based insurance and auto financing. This segment serves insurance companies and agents, car manufacturers, dealers and importers, cooperative sales channels, and private subscribers. Its Telematics Products segment provides Base Site, a radio receiver that includes a processor and a data computation unit to collect and send data to and from transponders, and to control centers; Control Center, a center consisting of software used to collect data from various base sites, conduct location calculations, and transmit location data to various customers and law enforcement agencies; navigation and tracking devices installed in vehicles; and SMART, a portable transmitter installed in vehicles that sends a signal to the base site enabling the location of vehicles, equipment, or an individual. The company was incorporated in 1994 and is headquartered in Azor, Israel.Show more
- Revenue$359M+6.8%
- EBITDA$96M+5.5%
- Net Income$58M+8.0%
- EPS (Diluted)2.92+8.1%
- Gross Margin49.74%+4.1%
- EBITDA Margin26.77%-1.2%
- Operating Margin21.43%+1.5%
- Net Margin16.15%+1.2%
- ROE27.89%-3.5%
ITRN Price & Volume
Ituran Location and Control Ltd. (ITRN) stock price & volume — 10-year historical chart
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Accelerating Revenue Growth Amidst Fortress Balance Sheet
Investment Thesis • Updated 2026Q1
VerdictPositive
Growth:Accelerating
Profitability:Strong
Financial:Fortress
Cash Flow:Robust
Primary Risk:Regional Geopolitical Instability
Key Thesis Takeaways
- Ituran demonstrates a compelling growth trajectory with 18.8% year-over-year revenue expansion in 2026Q1, underpinned by a highly disciplined capital structure and minimal debt.
- The company's ability to maintain consistent gross margins near 48.2% while scaling operations suggests strong pricing power within its proprietary telematics infrastructure.
- However, investors should monitor regional currency translation risks in Latin America and Israel, which may introduce volatility despite the company's robust cash conversion and dividend-focused capital allocation strategy.
Verdict Logic
the stock trades at a forward P/E of 17.19 and a PEG ratio of 0.68, suggesting that the market may be undervaluing the company's consistent 16.3% net margin and strong cash-generative capabilities.
ITRN Growth Metrics
Ituran Location and Control Ltd. (ITRN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years7.41%
5 Years7.89%
3 Years7%
TTM11.12%
Profit CAGR
10 Years8.79%
5 Years29.17%
3 Years16.04%
TTM8.95%
EPS CAGR
10 Years9.39%
5 Years30.55%
3 Years17.07%
TTM9.35%
Return on Capital
10 Years30.28%
5 Years29.88%
3 Years30.37%
Last Year29.52%
ITRN Recent Earnings
Ituran Location and Control Ltd. (ITRN) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
May 26, 2026Metric
Actual
Est
EPS
$0.85+6.9%
$0.80
Rev
$103M+7.7%
$95M
Q2 2026
Mar 5, 2026Metric
Actual
Est
EPS
$0.77+2.4%
$0.75
Rev
$93M+0.2%
$93M
Q4 2025
Nov 18, 2025Metric
Actual
Est
EPS
$0.74-2.6%
$0.76
Rev
$92M-1.1%
$93M
Q3 2025
Aug 19, 2025Metric
Actual
Est
EPS
$0.67-10.7%
$0.75
Rev
$87M-2.4%
$89M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 26, 2026 | $0.85vs $0.80+6.9% | $103Mvs $95M+7.7% |
| Q2 2026 | Mar 5, 2026 | $0.77vs $0.75+2.4% | $93Mvs $93M+0.2% |
| Q4 2025 | Nov 18, 2025 | $0.74vs $0.76-2.6% | $92Mvs $93M-1.1% |
| Q3 2025 | Aug 19, 2025 | $0.67vs $0.75-10.7% | $87Mvs $89M-2.4% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Ituran Location and Control Ltd. (ITRN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $55.08 | $1.1B | 18.86 | 6.77% | 16.15% | 27.89% | 3.43% | |
| $248.68 | $47.96B | 28.95 | 15.06% | 23.26% | 19.93% | — | |
| $53.73 | $12.73B | 30.70 | -2.61% | 12.37% | 7.95% | — | |
| $17.32 | $520.04M | 629.82 | -3.19% | 0.19% | 0.36% | — | |
| $304.82 | $23.26B | -417.56 | 32.58% | 16.46% | 13.19% | — | |
| $153.14 | $5.31B | 18.08 | 1.24% | 11.5% | 26.96% | — |
Compare ITRN vs Peers
Ituran Location and Control Ltd. (ITRN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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ITRN Frequently Asked Questions
Ituran Location and Control Ltd. (ITRN) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Ituran Location and Control Ltd.'s revenue?
Ituran Location and Control Ltd. (ITRN) reported $375.2M in revenue for fiscal year 2025. This represents a 486% increase from $64.1M in 2003.
How fast is Ituran Location and Control Ltd. growing?
Ituran Location and Control Ltd. (ITRN) grew revenue by 6.8% over the past year. This is steady growth.
Is ITRN profitable?
Yes, Ituran Location and Control Ltd. (ITRN) is profitable, generating $60.1M in net income for fiscal year 2025 (16.1% net margin).
Dividend & Returns
Does ITRN pay dividends?
Yes, Ituran Location and Control Ltd. (ITRN) pays a dividend with a yield of 3.43%. This makes it attractive for income-focused investors.
What is ITRN's return on equity?
Ituran Location and Control Ltd. (ITRN) has a return on equity (ROE) of 27.9%. This is excellent, indicating efficient use of shareholder capital.
What is Ituran Location and Control Ltd.'s free cash flow?
Ituran Location and Control Ltd. (ITRN) generated $74.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.