Ituran Location & Control Ltd. (ITRN) SEC Filings & Earnings Calls
EquiReason read 24 Ituran Location & Control Ltd. SEC filings in the last 12 months. Latest: 6-K on 2026-10-20 — Ituran announces Q3 2026 results release and conference call date; no financial results or material business events disclosed..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 1.0B
- P/E TTM
- 15.6
- Dividend yield
- 6.0%
- 52-week
- —
- Next earnings
- 16 Nov, in 23 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
23 Sep 20266-KIturan provided update on withholding tax procedures for previously announced $0.50 per share dividend; tax ruling obtained from Israeli Tax Authority; no change to dividend amount or declaration.open
Figures in the filing · each found in the filing text
| Dividend per share · Q3-2026 | $0.50 |
9 Sep 20266-KIturan awarded first multi-year contract for Big Data traffic-monitoring platform with Israeli Ministry of Transport, valued at over NIS 21 million (~$7M) over up to 4 years, with first year guaranteed at NIS 5 million (~$1.7M).open
Figures in the filing · each found in the filing text
| contract value · Big Data · FY2026 | $7M | |
| guaranteed first year value · Big Data · FY2026 | $2M | |
| subscribers · total · point_in_time | 2,700,000 |
Risks flagged
Contract is first of its kind; execution risk and potential for non-renewal after initial term.
“The contract spans up to four years... first year... is guaranteed. Option to extend.”
Dependence on Israeli government contract; political/regulatory changes could affect scope or renewal.
“Contract with entities under the Israeli Ministry of Transport.” · word for word
12 Aug 20266-KBoard approved a $10M cash dividend ($0.50/share) for Q2 2026, paid from Preferred Income with reduced withholding tax rate. Routine quarterly declaration.open
Figures in the filing · each found in the filing text
| Dividend per share · Q2-2026 | $0.50 | |
| Total dividend · Q2-2026 | $10M | |
| Retained earnings · Q2-2026 | $239M | |
| Cash and cash equivalents · Q2-2026 | $104M |
12 Aug 20266-KRecord Q2 revenue $104.8M (+21% YoY), net income $17.3M (+29% YoY), EBITDA $28.5M (+24% YoY); added 41K net subscribers; declared $0.50/share dividend.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $105M | +21% y/y |
| Subscription revenue · Q2-2026 | $80M | +25% y/y |
| Product revenue · Q2-2026 | $25M | +8% y/y |
| Net income · Q2-2026 | $17M | +29% y/y |
| EBITDA · Q2-2026 | $29M | +24% y/y |
| Gross profit · Q2-2026 | $53M | +24% y/y |
| Gross margin · Q2-2026 | 50.9% | |
| Subscription gross margin · Q2-2026 | 58.8% | |
| Product gross margin · Q2-2026 | 25.7% | |
| Operating income · Q2-2026 | $24M | +30% y/y |
Risks flagged
Currency risk from Israeli Shekel strength
“Finance expenses due to strength of Israeli Shekel against US Dollar lowered value of USD-linked deposits”
26 May 20266-KBoard approved a $10M cash dividend ($0.50/share) for Q1 2026, consistent with prior quarterly policy. Routine declaration, no change in amount or pattern.open
Figures in the filing · each found in the filing text
| Dividend per share · Q1-2026 | $0.50 | |
| Total dividend · Q1-2026 | $10M | |
| Retained earnings · Q1-2026 | $231M | |
| Cash and cash equivalents · Q1-2026 | $108M |
26 May 20266-KQ1 2026 revenue $102.7M (+19% YoY), net income $16.8M (+15% YoY), subscription revenue +21% YoY, 40k net subscriber adds. Record revenue milestone. Strong double-digit growth across all metrics.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q1-2026 | $103M | +19% y/y |
| Subscription revenue · Q1-2026 | $75M | +21% y/y |
| Product revenue · Q1-2026 | $27M | +12% y/y |
| Net income · Q1-2026 | $17M | +15% y/y |
| EBITDA · Q1-2026 | $27M | +15% y/y |
| Operating income · Q1-2026 | $22M | +18% y/y |
| Gross profit · Q1-2026 | $49M | +18% y/y |
| Diluted EPS · Q1-2026 | $0.85 | +16% y/y |
| Subscribers · Q1-2026 | 2,670,000 | |
| Net subscriber additions · Q1-2026 | 40,000 |
Risks flagged
Product gross margin declined from 23.6% to 18.7% due to product mix shift, which could pressure overall margins if product revenue grows faster than subscription.
“The gross margin on product revenues was 18.7%, compared to 23.6% last year. The variance... due to the change in the product mix sold.” · word for word
23 Apr 202620-FIturan reported FY2025 revenue of $359M (+7% YoY), gross margin expansion to 49.7%, and operating income growth of 8.2%, driven by strong subscriber growth in Israel and Brazil.earningsopen
Figures in the filing · each found in the filing text
| Total Subscribers · FY2025 | 2,630,000 | +9% y/y |
| Telematics Services Revenue · Telematics services · FY2025 | $265M | +9% y/y |
| Telematics Products Revenue · Telematics products · FY2025 | $95M | +1% y/y |
| Total Revenue · FY2025 | $359M | +7% y/y |
| Gross Profit Margin · FY2025 | 49.7% | |
| Operating Income · FY2025 | $77M | +8% y/y |
| Cash and Marketable Securities · FY2025 | $108M | +39% y/y |
| Capital Expenditures · FY2025 | $22M | +60% y/y |
| Quarterly Dividend · FY2025 | $10M | +25% y/y |
Risks flagged
Currency Fluctuation Risk
“Exchange differences upon conversion from our functional currency to dollars (presentation currency) are accumulated as a separate component of accumulated other comprehensive income under stockholders’ equity.” · word for word
Concentration in High-Theft Markets
“These markets in which we operate, are generally characterized by high vehicle theft rates” · word for word
Subscriber Churn
“Assuming no additional growth in our subscriber base and based on our historical average churn rates of 3% per month in this segment” · word for word
5 Mar 20266-KFY2025 record revenue $359M (+7% YoY), net income $58M (+8% YoY), EBITDA $96.2M (+5% YoY). Q4 revenue $93.5M (+13% YoY). 221k net subscriber adds in FY2025. Record operating cash flow $88.6M. Strong subscriber growth and profitability.earningsopen
Figures in the filing · each found in the filing text
| Revenue · FY2025 | $359M | +7% y/y |
| Net income · FY2025 | $58M | +8% y/y |
| EBITDA · FY2025 | $96M | +5% y/y |
| Operating cash flow · FY2025 | $89M | |
| Subscribers · FY2025 | 2,630,000 | |
| Net subscriber additions · FY2025 | 221,000 | |
| Net cash and marketable securities · FY2025 | $108M | |
| Total dividends declared · FY2025 | $60M | |
| Q4 Revenue · Q4-2025 | $94M | +13% y/y |
| Q4 Net income · Q4-2025 | $15M | +10% y/y |
Guidance
Expected subscriber-add rate 160,000-180,000 for 2026
Management provided subscriber growth guidance for 2026 (160k-180k net adds) and expressed confidence in continued growth and profitability.
5 Mar 20266-KBoard approved $30M dividend ($1.50/share) for Q4 2025, including $20M special dividend on top of $10M regular quarterly. Consistent with prior policy; special dividend reflects strong cash generation.open
Figures in the filing · each found in the filing text
| Dividend per share · Q4-2025 | $1.50 | |
| Total dividend · Q4-2025 | $30M | |
| Retained earnings · FY2025 | $244M | |
| Cash and cash equivalents · FY2025 | $108M |
25 Feb 20266-KIturan selected to provide full connectivity solution for Fiat Connect in South America, expanding collaboration with Stellantis under a 3-year initial term with 2-year extension option.open
Figures in the filing · each found in the filing text
| subscribers · point_in_time | 2,600,000 |
Risks flagged
Dependence on Stellantis relationship; contract renewal risk after initial term.
“Agreement has initial term of three years with option to extend for additional two years.”
18 Nov 20256-KQ3 2025 record revenue of $92.3M (+11% YoY), net income $14.6M (+7% YoY), added 40,000 net subscribers, EBITDA $24.6M (+6% YoY).earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q3-2025 | $92M | +11% y/y |
| Net income · Q3-2025 | $15M | +7% y/y |
| EBITDA · Q3-2025 | $25M | +6% y/y |
| Subscribers · Q3-2025 | 2,588,000 | +9% y/y |
| Net subscriber additions · Q3-2025 | 40,000 | |
| Subscription revenue · Q3-2025 | $68M | +13% y/y |
| Product revenue · Q3-2025 | $25M | +4% y/y |
| Gross profit · Q3-2025 | $46M | +16% y/y |
| Operating income · Q3-2025 | $20M | +7% y/y |
| Cash flow from operations · Q3-2025 | $21M |
18 Nov 20256-KBoard declares $0.50 per share quarterly dividend, totaling ~$10 million, with record date Dec 29, 2025 and payment Jan 15, 2026.open
Figures in the filing · each found in the filing text
| Dividend per share · Q3-2025 | $0.50 | |
| Total dividend · Q3-2025 | $10M |
Ituran Location & Control Ltd. — questions
- What did Ituran Location & Control Ltd. file recently?
- 24 SEC filings in the last 12 months. Latest: 6-K on 2026-10-20 — Ituran announces Q3 2026 results release and conference call date; no financial results or material business events disclosed.
Every figure on this page comes from Ituran Location & Control Ltd.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.