NASDAQ$ITRN
Ituran Location and Control Ltd · Q2 2026 earnings
Q2 2026 earnings · · Investor relations
Briefing
Ituran Location and Control Ltd reported record Q2 2026 results with revenue up 21% year-over-year to $104.8 million.
Ituran delivered strong Q2 2026 performance driven by 25% growth in subscription revenue to $79.8 million and subscriber base expansion to 2.711 million. Operating leverage improved profitability, with net income rising 29% to $17.3 million and EBITDA up 24% to $28.5 million. The company generated record operating cash flow of $32.2 million and declared a $10 million quarterly dividend.
- Record revenue of $104.8 million (+21% YoY) with subscription revenue at $79.8 million (+25% YoY) representing 76% of total.
- Net income increased 29% to $17.3 million ($0.88 diluted EPS) and operating income rose 30% to $23.8 million.
- Subscriber base reached 2,711,000 with 41,000 net additions in the quarter; EBITDA hit record $28.5 million (+24% YoY).
- Strong cash generation of $32.2 million from operations; net cash position of $103.7 million with no debt; $10 million dividend declared.
Headline financials
Revenue & EPS history
Ituran · Revenue · Quarterly
$105M
Revenue by segment
Ituran · $105M total across 2 segments · Q2 2026
- Telematics services$79.8M—76.2%
- Telematics products$25M—23.8%
Forward guidance
Management expressed confidence in continued growth and profitability throughout 2026, supported by OEM partnerships and new initiatives.
Tailwinds
- Broad-based growth in Israel and Latin America
- Maturing growth initiatives including IturanMob expansion to US
- Operating leverage demonstrated by profits growing faster than revenue
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
+0.4%
Avg return
Earnings day
+0.1%
Avg return
5 days after
+1.0%
Avg return
30 days after
59%
32 / 54 earnings
Positive
+10.8%
Q4 2025
Best reaction
-13.6%
Q1 2020
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q1 2026 | -1.4% | +1.1% | +10.6% | |
| Q4 2025 | +10.8% | -1.0% | +8.2% | |
| Q3 2025 | -0.2% | +2.9% | +17.0% | |
| Q2 2025 | -9.2% | -7.8% | -9.7% | |
| Q1 2025 | -4.4% | -0.2% | -3.8% | |
| Q4 2024 | +9.3% | -0.9% | -8.9% | |
| Q1 2024 | +4.4% | -3.9% | +6.8% | |
| Q4 2023 | +1.7% | +2.3% | +8.0% | |
| Q3 2023 | +3.1% | +8.1% | +10.4% | |
| Q2 2023 | +3.5% | +4.8% | +5.4% | |
| Q1 2023 | +2.3% | +2.8% | +5.2% | |
| Q4 2022 | +3.5% | +3.2% | -4.5% | |
| Q3 2022 | +2.7% | +3.0% | -1.9% | |
| Q2 2022 | -2.6% | -9.2% | -10.6% | |
| Q1 2022 | +2.5% | +3.6% | +3.0% | |
| Q4 2021 | -0.5% | +2.2% | +14.9% | |
| Q3 2021 | +0.4% | -3.8% | -10.5% | |
| Q2 2021 | +2.9% | +7.5% | +0.4% | |
| Q1 2021 | +3.0% | +4.4% | +17.6% | |
| Q4 2020 | -0.9% | -3.8% | +2.6% | |
| Q3 2020 | +4.8% | +7.2% | +14.8% | |
| Q2 2020 | +10.0% | +6.0% | -5.5% | |
| Q1 2020 | -13.6% | -8.9% | +3.7% | |
| Q4 2019 | -12.7% | -24.1% | -41.2% | |
| Q3 2019 | +5.1% | +2.9% | +7.3% | |
| Q2 2019 | +0.3% | -0.3% | -2.9% | |
| Q1 2019 | -0.4% | -2.6% | -6.1% | |
| Q4 2018 | -4.6% | -6.9% | -0.5% | |
| Q3 2018 | +1.1% | +0.9% | -1.9% | |
| Q2 2018 | -0.6% | +0.3% | +0.3% | |
| Q1 2018 | +1.4% | +3.7% | +0.0% | |
| Q4 2017 | +3.3% | +7.3% | -7.0% | |
| Q3 2017 | +0.7% | -1.3% | -2.9% | |
| Q2 2017 | +3.9% | +7.7% | +11.3% | |
| Q1 2017 | -7.1% | -7.5% | -7.8% | |
| Q4 2016 | +0.5% | +3.4% | +5.4% | |
| Q3 2016 | -3.5% | -4.5% | +1.6% | |
| Q2 2016 | +2.5% | +0.6% | +2.5% | |
| Q1 2016 | -1.1% | +4.4% | +9.0% | |
| Q4 2015 | -4.4% | — | — | |
| Q3 2015 | -2.6% | — | — | |
| Q2 2015 | -2.4% | — | — | |
| Q1 2015 | +3.3% | — | — | |
| Q4 2014 | +3.8% | — | — | |
| Q3 2014 | — | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2014 | — | — | — | |
| Q4 2013 | +0.0% | — | — | |
| Q3 2013 | +4.4% | — | — | |
| Q2 2013 | +1.0% | — | — | |
| Q1 2013 | +0.7% | — | — | |
| Q3 2011 | -0.2% | — | — | |
| Q2 2011 | +1.6% | — | — | |
| Q1 2011 | +1.3% | — | — | |
| Q4 2010 | -4.1% | — | — | |
| Q3 2010 | -0.4% | — | — | |
| Q2 2010 | +0.9% | — | — | |
| Q1 2010 | — | — | — | |
| Q4 2009 | — | — | — |
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