$ITRN

Ituran Location & Control Ltd.

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No SEC Form 4 filings for $ITRN in the last 30 days.

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Learn Why The Bull Case For Ituran Stock Could Change Following Ministry SaaS Contract

Ituran Location and Control reported Q2 2026 revenue of $104.8M, with 2.711M subscribers. The company secured a multi-year SaaS contract with the Israeli Ministry of Transport worth over NIS 21M for a nationwide traffic monitoring platform. Analysts forecast revenue of $486.9M and earnings of $95.7M by 2029, assuming 9.1% yearly revenue growth. The contract highlights the company's shift towards SaaS and analytics, impacting its investment narrative.

Ituran (ITRN) Q2 2026 Earnings Call Transcript

Ituran (ITRN) reported Q2 2026 revenue of $104.8M, up 21% YoY, with subscription revenue at $79.8M (76% of total). Net income rose 29% to $17.3M, and EPS increased to $0.88. Subscriber base grew by 163,000 YoY to 2.71M. Management highlighted growth in OEM partnerships, Big Data projects, and expansion in the U.S. and Brazil.

ITRN sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 1 news story mentioning ITRN (Ituran Location & Control Ltd.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent ITRN coverage spans earnings, financial news and technology.

What's driving ITRN

  • The contract adds recurring SaaS revenue and credibility, potentially supporting higher margins and subscriber growth.

    simplywall.st · Sep 19, 2026

  • Higher earnings and new dividend suggest improved cash flow, supporting short-term price upside.

    simplywall.st · Aug 25, 2026

  • Strong top‑line and profit growth may support a price rally, especially given expanding subscription revenue and new OEM deals.

    fool.com · Aug 19, 2026

  • The article is a post-results analyst update: modestly higher 2026 revenue/EPS expectations and a 16% price-target increase, with no major change in outlook.

    simplywall.st · Aug 15, 2026

  • Beat on recurring subscription growth plus improving profitability and a declared dividend/buyback should support near-term sentiment, though after-hours reaction was muted.

    yahoo.com · Aug 14, 2026

AlphAI scores every news story that mentions ITRN with an AI model for sentiment and relevance, and aggregates insider trades from Ituran Location & Control Ltd.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ITRN

Score
$ITRNMed

Learn Why The Bull Case For Ituran Stock Could Change Following Ministry SaaS Contract

Ituran Location and Control reported Q2 2026 revenue of $104.8M, with 2.711M subscribers. The company secured a multi-year SaaS contract with the Israeli Ministry of Transport worth over NIS 21M for a nationwide traffic monitoring platform. Analysts forecast revenue of $486.9M and earnings of $95.7M by 2029, assuming 9.1% yearly revenue growth. The contract highlights the company's shift towards SaaS and analytics, impacting its investment narrative.

$ITRNMed

Ituran (ITRN) Q2 2026 Earnings Call Transcript

Ituran (ITRN) reported Q2 2026 revenue of $104.8M, up 21% YoY, with subscription revenue at $79.8M (76% of total). Net income rose 29% to $17.3M, and EPS increased to $0.88. Subscriber base grew by 163,000 YoY to 2.71M. Management highlighted growth in OEM partnerships, Big Data projects, and expansion in the U.S. and Brazil.

$ITRNMedAI 8/10

Ituran beats Q2 forecasts as revenue reaches record $104.8 million

Ituran Location and Control (NASDAQ:ITRN) reported Q2 results above expectations. Adjusted EPS was $0.88 vs $0.82 consensus. Revenue rose 21% year over year to a record $104.8 million, above the $96.8 million forecast. Subscription revenue grew 25% to $79.8 million, adding 41,000 net subscribers to 2.71 million. Net income rose 29% to $17.3 million. The board declared a $10 million dividend and repurchased $3.0 million of shares.

$ITRNMed

Ituran Location and Control Q2 Earnings Call Highlights

Ituran Location and Control (NASDAQ:ITRN) reported Q2 cash flow from operations of $32.2 million, and net cash of $103.7 million (including marketable securities) with no debt as of June 30, down from $107.6 million at end-2025. The board declared a $10 million quarterly dividend ($0.50/share) and authorized $3 million in share repurchases. Management highlighted OEM program expansion and new initiatives like IturanMOB and data monetization.

$ITRNMed

Ituran Location & Control Ltd. (ITRN): Financial results for Q2 2026

Ituran Location & Control Ltd. (ITRN) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 ITURAN PRESENTS SECOND QUARTER 2026 RESULTS Record revenue of $104.8 million, up 21%, with subscription revenue up 25% year-over-year; EBITDA up 24% to a record $28.5 million; AZOUR, Israel – August 12, 2026 . I turan Location and Control Ltd. (NASDAQ: ITRN) today an

Ituran Location and Control Ltd. (ITRN) Reports 19% Revenue Growth Amid OEM Partnerships

Vulcan Value Partners’ Q2 2026 investor letter highlighted Ituran Location and Control Ltd. (NASDAQ:ITRN) as a performance contributor. Ituran, a telematics provider, said over 70% of revenue comes from subscriptions and reported Q1 2026 revenue up 19% and EBIT up 18% after long-term OEM deals with Stellantis, Renault, and BMW. The stock closed July 30, 2026 at $55.46.

$ITRNMedAI 9/10

Ituran Location and Control Q1 Earnings Call Highlights

Ituran Location and Control reported Q1 2026 EBITDA of $26.7m (26% of revenue) versus $23.3m (26.9%) a year earlier. Net income rose to $16.8m, or $0.85 diluted EPS, from $14.6m, or $0.73. Operating cash flow was $18.2m; net cash was $108m. The board declared a $10m dividend ($0.50/share) and repurchased $0.5m shares. Management highlighted expanded Stellantis “Connect Fiat” and other initiatives.

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