| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 71 | 16.3x | 17.8x | Top tier | |
Growth | 73 | 15.8% | 7.1% | Top tier | |
Quality | 90 | 30.7% | 4.5% | Top tier | |
Safety | 88 | — | 2.6x | Top tier | |
Capital Return | 81 | 3.60% | 2.12% | Top tier | |
Momentum | 67 | 46.4% | 2.9% | Top tier | |
Sentiment | 2 | 1 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Ituran Location and Control Ltd. operates in vehicle telematics services, relying primarily on recurring subscription fees, alongside sales of products and solutions related to vehicle tracking and management. The company is expanding its business base through vehicle manufacturer programs with Nissan, Renault, General Motors, Yamaha, BMW, and Stellantis, as well as solutions such as IturanMob for car rentals, Credit Carbon, and big data services. In Q2 FY2026, subscription revenues reached $79.8 million, equivalent to 76% of total revenues, while product revenues reached $25 million.
Ituran recorded record revenues of $104.8 million in Q2 FY2026, up 21% from $86.8 million in the corresponding period, while subscription revenues rose 25% and product revenues increased 8%. Net income reached $17.3 million, or $0.88 per diluted share, up 29%, and the net income margin expanded to 16.5% from 15.5%. EBITDA also rose to $28.5 million, with a margin of 27.2% compared with 26.4% in the corresponding period.
Israel accounted for 56% of Q2 FY2026 revenues, while Brazil contributed 22% and the rest of the world contributed 22%. June 2026 ended with a base of 2.711 million subscribers after adding 41 thousand net subscribers during the quarter. On an annual basis, revenues increased from $336.3 million in FY2024 to $359.0 million in FY2025, and net income rose from $53.7 million to $58.0 million, while gross profit reached $178.6 million and earnings per share were $2.92 in FY2025.
The analyst consensus on ITRN shares is Neutral, with an average price target of $56 and a narrow range between $55 and $57. The average target is below the 52-week range high of $68.30 and above its low of $32.71, while the data does not include a price-to-earnings multiple that can be used to compare the valuation with earnings.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
Subscription fees were the largest driver, reaching $79.8 million and representing 76% of total revenues of $104.8 million. Subscription revenues grew 25% year over year, compared with 8% growth in product revenues to $25 million. This result was supported by the addition of 41 thousand net subscribers and the base reaching 2.711 million subscribers by the end of June 2026.
Net income rose 29% to $17.3 million, and diluted earnings per share reached $0.88 compared with $0.68 in the corresponding period. The net income margin expanded to 16.5% from 15.5%. EBITDA also reached $28.5 million with a margin of 27.2%, compared with $22.9 million and a margin of 26.4% in the corresponding period.
Management considers vehicle manufacturer programs the primary path for Ituran's long-term growth. In Q2 FY2026, the company continued expanding its programs in South America, including Connect Fiat with Stellantis for the Fiat Strada. The relationships the company seeks to expand include Nissan, Renault, General Motors, Yamaha, and BMW, while the Yamaha and BMW motorcycle programs also began contributing to subscriber growth in Brazil.
Automated analysis for informational purposes only — not investment advice.
In Q1 FY2026, Ituran completed an agreement with the Israeli Ministry of Transport worth a few million shekels to analyze historical data related to truck accidents and the selection of rest-stop locations. On August 12, 2026, management said it was engaged in advanced discussions and working on several pilot projects with prospective customers. However, the data did not include an additional signed agreement or a specified financial value for these opportunities.
Net cash and marketable securities totaled $103.7 million as of June 30, 2026, and the company had no debt. Operations generated $32.2 million in cash during Q2 FY2026, the highest quarterly operating cash flow reported by management. The board of directors also approved distributions of $10 million, equivalent to $0.50 per share, and the company executed $3 million in repurchases, with approximately $10 million remaining under the authorization.
56% of Q2 FY2026 revenues come from Israel, creating clear geographic concentration. IturanMob also remains at an early stage, and management said its contribution would not be material in FY2026 and FY2027, while additional big data opportunities remained under discussion and in pilot projects. Usage-based insurance is also characterized by low average revenue per user and slow adoption by insurers, and the company recorded financing expenses of $1.3 million due to the exposure of deposits to movements in the shekel against the dollar.
