Ituran Location and Control (NASDAQ:ITRN) Releases Earnings Results, Beats Estimates By $0.01 EPS

Ituran Location and Control (NASDAQ:ITRN) issued its quarterly earnings results on Thursday. The industrial products company reported $0.77 earnings per share for the quarter, topping analysts’ consensus estimates of $0.76 by $0.01, FiscalAI reports. Ituran Location and Control had a return on equity of 27.68% and a net margin of 16.23%.The firm had revenue of $93.50 million for the quarter, compared to analysts’ expectations of $93.30 million.

Here are the key takeaways from Ituran Location and Control’s conference call:

• Ituran reported record results with Q4 revenue of $93.5M (+13% YoY), FY2025 revenue of $359M, EBITDA of $96.2M for the year, operating cash flow of $88.6M, net cash and marketable securities of $107.6M, and declared a $30M Q4 dividend plus an increased buyback program.
• Subscriber scale remains a core growth driver — year-end subscribers reached 2.63M with 221k net adds in 2025 and management expects ~160k–188k net adds in 2026, while ARPU is expected to remain stable.
• Management is rolling out new growth initiatives — IturanMob (U.S. rental market entry and motorsport partnership), Credit Carbon (monetizing EV carbon savings), and monetizing large anonymized telematics datasets — all have high upside but are largely commercialized from mid‑/late‑2026 onward with uncertain near‑term financial impact.
• Management gave no formal guidance and said these new initiatives will have very limited financial contribution in 2026, signaling most upside is multi‑year and may not materially boost near‑term revenue or EBITDA; FX effects on 2025 EBIT were modest (~$1.0–1.5M) and geopolitical disruptions could cause short timing volatility.

Ituran Location and Control Stock Up 6.9%

ITRN stock traded up $3.15 during midday trading on Thursday, reaching $49.04. The company had a trading volume of 62,290 shares, compared to its average volume of 97,175. The company has a 50 day moving average of $45.39 and a two-hundred day moving average of $40.42. Ituran Location and Control has a 1 year low of $30.06 and a 1 year high of $49.72.

Institutional Trading of Ituran Location and Control

Several hedge funds and other institutional investors have recently modified their holdings of ITRN. Jones Financial Companies Lllp increased its holdings in shares of Ituran Location and Control by 327.2% during the 1st quarter. Jones Financial Companies Lllp now owns 1,226 shares of the industrial products company’s stock valued at $43,000 after acquiring an additional 939 shares during the last quarter. Jane Street Group LLC bought a new stake in Ituran Location and Control during the first quarter worth approximately $223,000. JPMorgan Chase & Co. grew its holdings in Ituran Location and Control by 276.7% during the second quarter. JPMorgan Chase & Co. now owns 17,135 shares of the industrial products company’s stock valued at $664,000 after purchasing an additional 12,586 shares during the last quarter. Legal & General Group Plc raised its position in shares of Ituran Location and Control by 23.5% in the second quarter. Legal & General Group Plc now owns 19,413 shares of the industrial products company’s stock valued at $752,000 after purchasing an additional 3,696 shares during the period. Finally, American Century Companies Inc. lifted its stake in shares of Ituran Location and Control by 13.6% in the second quarter. American Century Companies Inc. now owns 6,555 shares of the industrial products company’s stock worth $254,000 after buying an additional 783 shares during the last quarter. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms have recently weighed in on ITRN. Wall Street Zen raised shares of Ituran Location and Control from a “hold” rating to a “strong-buy” rating in a research report on Saturday, November 22nd. Weiss Ratings restated a “buy (b)” rating on shares of Ituran Location and Control in a report on Monday, December 29th. One research analyst has rated the stock with a Buy rating, According to data from MarketBeat, the stock presently has an average rating of “Buy”.

Ituran Location and Control Company Profile

Ituran Location and Control Ltd. is a provider of wireless vehicle tracking and stolen vehicle recovery services. The company leverages a combination of cellular and global positioning system (GPS) technologies to offer real-time monitoring and location-based solutions for private vehicle owners, fleet operators and insurance companies. Its core offerings include subscription-based tracking devices, centralized control centers and software platforms that enable clients to detect unauthorized vehicle use, dispatch recovery teams and manage fleet logistics.

Founded in 1994 in Israel, Ituran pioneered the use of wireless communications for security and telematics applications.