Ituran Location and Control Ltd
NASDAQ:ITRN
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
Ituran Location and Control Ltd
NASDAQ:ITRN
|
IL |
|
Wellness and Beauty Solutions Ltd
ASX:WNB
|
AU |
|
Turk Telekomunikasyon AS
IST:TTKOM.E
|
TR |
Ituran Location and Control Ltd
Ituran Location & Control Ltd. engages in the provision of stolen vehicle recovery, fleet management, and tracking services. The firm also provides wireless communication products used in connection with its location-based services and various other applications. Its operations consist of two segments: location-based services and wireless communications products. Its location-based services segment consists of its SVR and tracking services, fleet management and value-added services consisted of personal locater services and concierge services. Its wireless communications products segment consists of short and medium range two-way machine-to-machine wireless communications products that are used for various applications, including automatic vehicle location (AVL) and automatic vehicle identification. The company primarily provides its services, as well as sells and leases its products in Israel, Brazil, Argentina and the United States.
Ituran Location & Control Ltd. engages in the provision of stolen vehicle recovery, fleet management, and tracking services. The firm also provides wireless communication products used in connection with its location-based services and various other applications. Its operations consist of two segments: location-based services and wireless communications products. Its location-based services segment consists of its SVR and tracking services, fleet management and value-added services consisted of personal locater services and concierge services. Its wireless communications products segment consists of short and medium range two-way machine-to-machine wireless communications products that are used for various applications, including automatic vehicle location (AVL) and automatic vehicle identification. The company primarily provides its services, as well as sells and leases its products in Israel, Brazil, Argentina and the United States.
Record quarter: Revenue of $93.5 million in Q4, up 13% YoY, with subscriber revenue up 15% to $71.1 million and quarterly EBITDA of $25.3 million (27.1% margin).
Subscribers: Total subscribers reached 2,630,000 at year-end; net adds were 42,000 in Q4 and 221,000 for 2025 (management expects 160,000–180,000 net adds in 2026).
Capital return: Board declared $30 million dividend for Q4 (including $20 million special) and approved an increase to buyback authorization; $13.5 million now available under the buyback program.
New growth avenues: Management rolled out Ituranmob (rental/shared mobility) to the U.S., expanded motorcycle OEM deals in Brazil, and previewed two longer-term initiatives: a credit-carbon platform and big-data monetization.
Profitability and cash: Full‑year 2025 net income was $58.0 million (EPS $2.92), EBITDA $96.2 million, and year-end cash and marketable securities were $107.6 million (no debt).
Timing and contribution: Management expects initial commercial deployment of credit-carbon and Ituranmob expansion commercially mid–end 2026, but financial contribution in 2026 will be small with material upside from 2027 onward.
Risk/operations: Management does not expect major lasting disruption from the regional conflict; short-term operational volatility possible but history suggests limited medium-term impact.
