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

Ituran Location and Control (NASDAQ:ITRN) issued its quarterly earnings data on Thursday. The industrial products company reported $0.77 earnings per share (EPS) for the quarter, topping the consensus estimate 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 business had revenue of $93.50 million during the quarter, compared to the consensus estimate 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 Trading Down 2.7%

ITRN stock opened at $49.13 on Friday. Ituran Location and Control has a 12-month low of $30.06 and a 12-month high of $50.87. The company has a 50 day moving average of $45.53 and a two-hundred day moving average of $40.49.

Analysts Set New Price Targets

A number of research analysts have issued reports on the company. Wall Street Zen upgraded Ituran Location and Control from a “hold” rating to a “strong-buy” rating in a research report on Saturday, November 22nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Ituran Location and Control in a research report on Monday, December 29th. Finally, Barclays reiterated an “overweight” rating and set a $55.00 price objective on shares of Ituran Location and Control in a research note on Thursday. Two equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $55.00.

Institutional Trading of Ituran Location and Control

Large investors have recently added to or reduced their stakes in the business. JPMorgan Chase & Co. raised its stake in shares of Ituran Location and Control by 276.7% in the 2nd quarter. JPMorgan Chase & Co. now owns 17,135 shares of the industrial products company’s stock valued at $664,000 after acquiring an additional 12,586 shares in the last quarter. Osaic Holdings Inc. raised its holdings in Ituran Location and Control by 121.0% in the 2nd quarter. Osaic Holdings Inc. now owns 17,849 shares of the industrial products company’s stock valued at $691,000 after acquiring an additional 9,773 shares in the last quarter. California State Teachers Retirement System grew its holdings in shares of Ituran Location and Control by 9.6% during the 3rd quarter. California State Teachers Retirement System now owns 17,500 shares of the industrial products company’s stock worth $625,000 after purchasing an additional 1,530 shares in the last quarter. OMERS ADMINISTRATION Corp increased its position in shares of Ituran Location and Control by 8.6% during the fourth quarter. OMERS ADMINISTRATION Corp now owns 11,607 shares of the industrial products company’s stock valued at $499,000 after purchasing an additional 921 shares during the period. Finally, Verition Fund Management LLC lifted its position in Ituran Location and Control by 30.5% in the fourth quarter. Verition Fund Management LLC now owns 8,353 shares of the industrial products company’s stock worth $359,000 after purchasing an additional 1,950 shares during the period. 94.80% of the stock is owned by institutional investors.

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.