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

Ituran Location and Control (NASDAQ:ITRN) announced its earnings results on Thursday. The industrial products company reported $0.77 earnings per share for the quarter, beating 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 firm had revenue of $93.50 million for 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 Price Performance

Ituran Location and Control stock traded up $3.15 during midday trading on Thursday, hitting $49.04. The company’s stock had a trading volume of 62,290 shares, compared to its average volume of 97,175. Ituran Location and Control has a 12 month low of $30.06 and a 12 month high of $49.72. The stock’s 50-day moving average price is $45.39 and its 200-day moving average price is $40.42.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on ITRN. Weiss Ratings restated a “buy (b)” rating on shares of Ituran Location and Control in a research note on Monday, December 29th. Wall Street Zen raised shares of Ituran Location and Control from a “hold” rating to a “strong-buy” rating in a research note on Saturday, November 22nd. One investment analyst has rated the stock with a Buy rating, According to data from MarketBeat, Ituran Location and Control currently has a consensus rating of “Buy”.

Hedge Funds Weigh In On Ituran Location and Control

Several hedge funds have recently made changes to their positions in the business. Advisory Services Network LLC acquired a new stake in Ituran Location and Control during the third quarter valued at approximately $28,000. Global Retirement Partners LLC increased its holdings in shares of Ituran Location and Control by 50.1% in the fourth quarter. Global Retirement Partners LLC now owns 656 shares of the industrial products company’s stock valued at $28,000 after buying an additional 219 shares in the last quarter. Jones Financial Companies Lllp lifted its position 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. National Bank of Canada FI bought a new stake in shares of Ituran Location and Control during the 3rd quarter worth $53,000. Finally, Quantbot Technologies LP acquired a new position in shares of Ituran Location and Control in the 3rd quarter worth $63,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

About Ituran Location and Control

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.