Ituran Location And Control stock analysis
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Ituran Location And Control (ITRN) Stock Price & Analysis
ITRN Stock Chart & Stats
- Day’s Range
- $48.76 - $50.46
- 52-Week Range
- $35.22 - $68.30
- Previous Close
- $49.64
- Volume
- N/A
- Average Volume (3M)
- 93.49K
- Market Cap
- $984.64M
- Enterprise Value
- $1.11B
- Total Cash (Recent Filing)
- $103.70M
- Total Debt (Recent Filing)
- $4.16M
- Price to Earnings (P/E)
- 15.4
- Beta
- 0.90
- Next Earnings
- Nov 24, 2026 (Est.)
- EPS Estimate
- 0.93
- Last Dividend Ex-Date
- Sep 29, 2026
- Dividend Yield
- 6.00%
Bulls Say, Bears Say
Bulls Say
Recurring Subscription Growth And Customer Scale
The subscription-led model provides recurring revenue visibility and a durable customer base. Strong subscription growth and 41,000 net additions indicate continued adoption, supporting sustained revenue expansion across Ituran’s telematics markets.
Strong Profitability And Operating Leverage
High and expanding profitability suggests Ituran’s platform and service infrastructure scale efficiently as subscribers grow. Consistent gross margins near 48%–50% and a 22% TTM EBIT margin support the durability of earnings.
Debt-free Balance Sheet And Strong Cash Generation
Minimal leverage gives Ituran flexibility to fund technology, OEM programs and market expansion without significant financing pressure. Robust operating cash generation also supports dividends, buybacks and continued investment in the business.
Bears Say
New Growth Initiatives Remain Early-stage
Potential growth from big data and IturanMob is not yet proven at commercial scale. Extended pilot periods and low initial monetization could delay diversification benefits and leave medium-term growth dependent on the established core business.
Low UBI Monetization And Limited Geographic Reach
Usage-based insurance has strategic potential but currently contributes limited economic value. Low ARPU and narrow market penetration restrict its ability to become a material growth engine, while expansion requires additional insurer and geographic adoption.
Cash Conversion Is Below Earnings
Healthy absolute cash generation is tempered by imperfect conversion from reported profit into cash. Persistent working-capital or timing effects could reduce funding available for expansion and shareholder returns if the gap widens as the company grows.
Ituran Location And Control News
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Ituran Location And Control Stock Smart Score
Company Description
Ituran Location And Control
Ituran Location and Control Ltd., together with its associated companies, specializes in providing a full range of location-based telematics services and machine-to-machine (M2M) telematics products. The company's operations are divided into two main segments: 1. Telematics Services: This division offers crucial support and data-driven solutions. It helps subscribers with stolen vehicle recovery and tracking, enabling the precise location and retrieval of missing cars. Furthermore, it provides fleet management services, allowing both corporate and individual clients to monitor and control their vehicles in real-time. Specialized locator services are also available for safeguarding valuable goods and equipment. Customers can access on-demand navigation, information, and assistance, which includes current traffic reports, directions, and details about essential points of interest like gas stations, auto repair shops, post offices, and hospitals. A significant offering is its Connected Car platform, an integrated ecosystem that features a back-office application, a dedicated telematics device installed in the vehicle, mobile applications for both iOS and Android users, and seamless integration with the car's infotainment screen. This platform additionally supports innovative concepts such as usage-based insurance and auto financing. The diverse client base for these services includes insurance companies and agents, vehicle manufacturers, dealers and importers, various cooperative sales channels, and individual subscribers. 2. Telematics Products: This segment is responsible for developing and supplying the underlying technological hardware. Key products encompass Base Sites, which are radio receivers containing a processor and a data computation unit designed to collect and send data to and from transponders and central control facilities. The Control Center itself is a software-driven hub that gathers information from multiple base sites, performs location calculations, and then transmits this essential data to customers and law enforcement agencies. Also included are navigation and tracking devices specifically designed for installation within vehicles, and the SMART system, a portable transmitter fitted into vehicles that sends a signal to a base site, thereby enabling the accurate location of vehicles, equipment, or even individuals. Established in 1994, Ituran Location and Control Ltd. conducts its business from its headquarters situated in Azor, Israel.
- Sector
- Technology
- Industry
- Telecommunications Services
- CEO
- Nir Sheratzky
- Employees
- 2,800
- Website
- www.ituran.com
- Address
- 3 Hashikma Street, Azor, TA, 5800182, IL
Ituran Location And Control (ITRN) Earnings & Revenues
ITRN Earnings Call
Earnings Call SentimentPositive
The call communicated a strongly positive operational and financial quarter with record revenue, profitability, margin expansion, record operating cash flow, healthy subscriber additions, and active OEM ramp and growth initiatives. The main negatives are early‑stage monetization of new growth areas (big data, IturanMob), limited ARPU in UBI, and modest FX and net cash headwinds. Overall, the positives materially outweigh the listed challenges, which are mainly product maturation and timing risks rather than core operational weaknesses.
View all ITRN earnings summariesITRN Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 3 | 5 | 14 |
| Technical Analysis | 3 | 5 | 2 |
| Moving Averages | 0 | 0 | 12 |
