NASDAQ$ITRN

Ituran Location and Control Ltd · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

ITRN reported Q4 2025 revenue of $359.0M and net income of $60.0M.

For Q4 2025, ITRN reported revenue of $359.0M and net income of $60.0M. MD&A discusses segment trends, costs, and balance-sheet items; Profitability improved versus the prior-year quarter.

  • Revenue $359.0M for Q4 2025.
  • Net income $60.0M.
  • Operating expenses and margin mix are discussed in MD&A.
  • Liquidity, capital allocation, and macro exposure are disclosed.

Headline financials

Total Revenue

$359M

Previous: $82.9M+333.1%
EPS (adj)

$0.77

Previous: $0.70+10.0%
Total Subscriber Base

2.6M

No prior period
Net Subscriber Additions

42.0K

No prior period
Subscription Gross Margin

59.5%

No prior period
Product Gross Margin

21.9%

No prior period
Total Dividend Declared

$30M

No prior period
EBITDA

$25.3M

No prior period
Net Income

$60M

Previous: $13.8M+333.6%
Operating Income

$20.4M

Previous: $18M+13.5%
Gross Profit

$47.2M

Previous: $41.1M+14.8%

Revenue & EPS history

Ituran · Revenue · Quarterly

$359M

Q4 2025+333.1%vs Q4 2024
Beat estimate in 5 of 11 quarters(45%)
ActualEstimate

Forward guidance

Management outlook in the 20-F covers operating priorities, capital allocation, and sector risks; numeric multi-quarter EPS bridges are limited.

Tailwinds

  • MD&A highlights strategic priorities and liquidity.
  • Segment or product trends support the core business narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+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

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
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%
Q4 2009

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