I rate ITRN a buy, projecting 155% upside by 2027, driven by subscriber growth, OEM partnerships, and a resilient recurring revenue model. ITRN's strong presence in emerging markets, especially Latin America, and expanding OEM deals position it ahead of global competitors. The company's subscription-based model delivers defensive margins, high ROE, and consistent cash flow, supporting dividends...
Ituran has facilitated decent alpha since we last covered it in November, although sentiment towards the stock appears to have turned in recent months. Temporary headwinds—currency effects and war-related sales attrition—masked healthy subscription growth and promising new partnerships in Brazil. Despite sturdy cash generation, ITRN's FCF yield is now in line with its long-term average, while t...
The Company's move in Brazil marks start of broader motorcycle growth strategy AZOUR, Israel , Aug. 26, 2025 /PRNewswire/ -- Ituran Location and Control Ltd. (NASDAQ: ITRN) , a global leader in vehicle telematics, is expanding its reach in the motorcycle market through new partnerships with Yamaha and BMW Motorrad in Brazil.
Ituran Location and Control Ltd. (NASDAQ:ITRN ) Q2 2025 Earnings Conference Call August 19, 2025 9:00 AM ET Company Participants Eli Kamer - Executive VP & CFO Eyal Sheratzky - Co-CEO & Director Conference Call Participants Chris Reimer - Barclays Bank PLC, Research Division Kenny Green - Unidentified Company Kenny Green Ladies and gentlemen, thank you for standing by.
AZOUR, Israel , Aug. 19, 2025 /PRNewswire/ -- Ituran Location and Control Ltd. (NASDAQ: ITRN) announced that the Board of Directors approved the distribution of a cash dividend in the amount of $0.50 per share, totaling approximately US$ 10 million.
Record revenue of $86.8 million and added 40,000 net new subscribers in the quarter AZOUR, Israel , Aug. 19, 2025 /PRNewswire/ -- Ituran Location and Control Ltd. (NASDAQ: ITRN) today announced its consolidated financial results for the second quarter, ended June 30, 2025.
Conference Call Scheduled at 9am Eastern Time AZOUR, Israel , July 16, 2025 /PRNewswire/ -- Ituran Location and Control Ltd. (NASDAQ: ITRN), announced that it will be releasing its second quarter 2025 results on Tuesday, August 19, 2025.
Ituran's subscriber base hit 2.5 million, boosted by new telematics deals with major car OEMs like Porsche and Stellantis. Despite slower subscriber growth than peer Karooooo, Ituran's projected revenue and EPS for FY2027 are higher, yet its market cap is half of KARO's. Ituran trades at a steep discount, with a forward P/E of 12.03x versus the sector median of 29.59x, indicating significant un...
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