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Ituran Location and Control Earnings Calls
| Release date | May 26, 2026 |
| EPS estimate | $0.795 |
| EPS actual | $0.85 |
| EPS Surprise | 6.92% |
| Revenue estimate | 95.324M |
| Revenue actual | 102.666M |
| Revenue Surprise | 7.70% |
| Release date | Mar 05, 2026 |
| EPS estimate | $0.752 |
| EPS actual | $0.770 |
| EPS Surprise | 2.39% |
| Revenue estimate | 93.302M |
| Revenue actual | 93.497M |
| Revenue Surprise | 0.209% |
| Release date | Nov 18, 2025 |
| EPS estimate | $0.760 |
| EPS actual | $0.740 |
| EPS Surprise | -2.63% |
| Revenue estimate | 93.302M |
| Revenue actual | 92.278M |
| Revenue Surprise | -1.10% |
| Release date | Aug 19, 2025 |
| EPS estimate | $0.750 |
| EPS actual | $0.670 |
| EPS Surprise | -10.67% |
| Revenue estimate | 88.886M |
| Revenue actual | 86.793M |
| Revenue Surprise | -2.35% |
Last 4 Quarters for Ituran Location and Control
Below you can see how ITRN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 19, 2025 |
| Price on release | $36.34 |
| EPS estimate | $0.750 |
| EPS actual | $0.670 |
| EPS surprise | -10.67% |
| Date | Price |
|---|---|
| Aug 13, 2025 | $42.43 |
| Aug 14, 2025 | $41.23 |
| Aug 15, 2025 | $40.73 |
| Aug 18, 2025 | $40.28 |
| Aug 19, 2025 | $36.34 |
| Aug 20, 2025 | $35.71 |
| Aug 21, 2025 | $36.69 |
| Aug 22, 2025 | $37.12 |
| Aug 25, 2025 | $36.41 |
| 4 days before | -14.35% |
| 4 days after | 0.193% |
| On release day | -1.73% |
| Change in period | -14.19% |
| Release date | Nov 18, 2025 |
| Price on release | $36.70 |
| EPS estimate | $0.760 |
| EPS actual | $0.740 |
| EPS surprise | -2.63% |
| Date | Price |
|---|---|
| Nov 12, 2025 | $38.08 |
| Nov 13, 2025 | $37.03 |
| Nov 14, 2025 | $36.62 |
| Nov 17, 2025 | $36.93 |
| Nov 18, 2025 | $36.70 |
| Nov 19, 2025 | $36.06 |
| Nov 20, 2025 | $36.40 |
| Nov 21, 2025 | $37.99 |
| Nov 24, 2025 | $40.03 |
| 4 days before | -3.62% |
| 4 days after | 9.07% |
| On release day | -1.74% |
| Change in period | 5.12% |
| Release date | Mar 05, 2026 |
| Price on release | $50.47 |
| EPS estimate | $0.752 |
| EPS actual | $0.770 |
| EPS surprise | 2.39% |
| Date | Price |
|---|---|
| Feb 27, 2026 | $48.00 |
| Mar 02, 2026 | $47.46 |
| Mar 03, 2026 | $45.51 |
| Mar 04, 2026 | $45.89 |
| Mar 05, 2026 | $50.47 |
| Mar 06, 2026 | $49.53 |
| Mar 09, 2026 | $49.66 |
| Mar 10, 2026 | $49.98 |
| Mar 11, 2026 | $49.97 |
| 4 days before | 5.15% |
| 4 days after | -1.00% |
| On release day | -1.86% |
| Change in period | 4.09% |
| Release date | May 26, 2026 |
| Price on release | $61.39 |
| EPS estimate | $0.795 |
| EPS actual | $0.85 |
| EPS surprise | 6.92% |
| Date | Price |
|---|---|
| May 19, 2026 | $56.95 |
| May 20, 2026 | $57.16 |
| May 21, 2026 | $58.27 |
| May 22, 2026 | $60.11 |
| May 26, 2026 | $61.39 |
| May 27, 2026 | $63.87 |
| May 28, 2026 | $64.88 |
| May 29, 2026 | $65.55 |
| Jun 01, 2026 | $65.94 |
| 4 days before | 7.80% |
| 4 days after | 7.41% |
| On release day | 4.04% |
| Change in period | 15.79% |
Ituran Location and Control Earnings Call Transcript Summary of Q1 2026
Ituran reported a strong start to 2026 with record quarterly revenue of $102.7 million, up 19% year-over-year, and subscription revenue of $75.4 million (up 21%). EBITDA was $26.7 million (26% of revenue) and net income was $16.8 million (diluted EPS $0.85), both up ~15% YoY. The company added 40,000 net subscribers in Q1 to reach 2.67 million (management expects 160k–180k net additions for full-year 2026). Key growth drivers include continued OEM partnerships (notably an expanded agreement with Stellantis for Connect Fiat), geographic diversification (Israel ~57% of revenue, Brazil ~22%, RoW ~21%), and new initiatives such as IturanMob (U.S. car-rental solution), Credit Carbon, and big-data monetization (signed a transportation-data agreement in Israel). Ituran remains cash-generative (operating cash flow $18.2M in Q1) with net cash and marketable securities of $108M, declared a $10M quarterly dividend ($0.50/share) and repurchased $0.5M of shares (~$13M remaining authorization). Management noted that Q1 benefited modestly from currency tailwinds versus prior years but characterized underlying operational growth as stable and organic.
