Ituran Location and Control Resultados de beneficios anteriores
Pasado controles de criterios 4/6
Ituran Location and Control ha aumentado sus beneficios a una tasa media anual de 17.8%, mientras que los beneficios de la industria de Communications han experimentado un descenso de 0.3% anual. Los ingresos han ido creciendo a una tasa media de 7.3% al año. La rentabilidad financiera de Ituran Location and Control es de 26.7%, y sus márgenes netos son de 16.1%.
Información clave
17.77%
Tasa de crecimiento de los beneficios
18.80%
Tasa de crecimiento del BPA
| Crecimiento de la industria Communications | 31.77% |
| Tasa de crecimiento de los ingresos | 7.31% |
| Rentabilidad financiera | 26.73% |
| Margen neto | 16.15% |
| Próxima actualización de resultados | 26 May 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 13
ITRN: Recurring Telematics Revenue And Buybacks Will Shape Future Returns
Analysts have lifted their average price target on Ituran Location and Control, with recent research pointing to a range from $55 to $70. They highlight growing demand for telematics services and recurring revenue tied to vehicle theft incentives, auto OEM partnerships, and financing company relationships.Actualización de narrativa • Apr 27
ITRN: Recurring Telematics Demand And Buybacks Will Support Future Cash Returns
Analysts have lifted their fair value estimate for Ituran Location and Control by about $2.80 to $63.50, citing a larger addressable market for telematics and stolen vehicle recovery services, stronger recurring revenue potential, and recent price target increases from firms that view the latest quarter as resilient with a positive outlook. Analyst Commentary Bullish Takeaways Bullish analysts highlight a larger total addressable market for telematics and stolen vehicle recovery services, which they see as supportive of higher fair value assumptions over time.Seeking Alpha • Apr 14
Ituran's Next Chapter Is Bigger Than Subscriber Growth
Summary Ituran Location and Control Ltd (ITRN) is evolving from telematics into a comprehensive connected mobility platform, targeting deeper data and lifecycle monetization. ITRN is now positioned to capture a larger share of the $250–$400Bn connected car data monetization opportunity projected by 2030. I reiterate a Strong Buy rating for ITRN, now based on its expanding value capture beyond subscriber growth and attractive valuation. ITRN exceeded its 200K subscriber addition target in 2025, reaching 221K new subscribers and closing the year with 2.63 million total. Read the full article on Seeking AlphaActualización de narrativa • Apr 11
ITRN: Recurring Telematics Partnerships Will Support Future Shareholder Cash Returns
Analysts have raised their average price target for Ituran Location and Control by $10 to around $60.67, citing an expanding total addressable market for telematics and stolen vehicle recovery services, recurring revenue from insurance and auto OEM partnerships, and what they describe as a resilient recent quarter. Analyst Commentary Recent research commentary on Ituran Location and Control has focused on how the company fits into the broader telematics and stolen vehicle recovery market, as well as how its recurring revenue model may support its valuation.Actualización de narrativa • Mar 28
ITRN: Recurring Telematics Services Will Support Future Cash Returns To Shareholders
Analysts have increased Ituran Location and Control's average price target by $5, from $50 to $55. They cite expectations for a larger telematics and stolen vehicle recovery market, supported by recurring revenue growth, insurance incentives, auto OEM partnerships, and financing company relationships.Actualización de narrativa • Mar 12
ITRN: Telematics Demand And Partnerships Will Support Stronger Recurring Revenue
Analysts have lifted their fair value estimate for Ituran Location and Control from $44.60 to about $60.67, citing growing demand for its telematics and stolen vehicle recovery services, recurring revenue potential, and supportive views from recent coverage initiations and price target increases. Analyst Commentary Recent research coverage focuses on Ituran's exposure to telematics and stolen vehicle recovery, as well as how recurring revenue streams might support the updated fair value view.Artículo de análisis • Feb 12
Does Ituran Location and Control (NASDAQ:ITRN) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Artículo de análisis • Nov 25
Shareholders Would Enjoy A Repeat Of Ituran Location and Control's (NASDAQ:ITRN) Recent Growth In Returns
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Artículo de análisis • Aug 10
If EPS Growth Is Important To You, Ituran Location and Control (NASDAQ:ITRN) Presents An Opportunity
NasdaqGS:ITRN 1 Year Share Price vs Fair Value Explore Ituran Location and Control's Fair Values from the Community and...Seeking Alpha • Apr 09
Ituran: 6G, AI And Big Data Are Its Growth Engine
Summary As cities move into 6G networks and AI, there is a growing surge in demand for telematic services. ITRN boasts 2.4 million subscribers, with a 12% CAGR since 2004, and 70% of these are recurring, indicating strong customer retention. The telematics market is projected to grow from $9 billion in 2024 to $16.1 billion by 2030, positioning ITRN for significant growth. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
Ituran: Correction Continues With Strong Momentum
Summary Ituran's strategic partnerships and expansion into new markets, despite regulatory challenges, indicate strong business development and potential for growth. Financially, ITRN shows consistent revenue and net income growth, with a positive outlook for 2025, targeting $89 million in revenue and $14.81-$15 million in net income. The company's dividend yield is robust at 5.31%, supported by stable cash flow, indicating reliable dividend payments. Technical indicators suggest a short-term correction, with critical support at the 20-week moving average of $36, leading to a "hold" recommendation. Read the full article on Seeking AlphaArtículo de análisis • Mar 01
Ituran Location and Control's (NASDAQ:ITRN) Shareholders Will Receive A Bigger Dividend Than Last Year
Ituran Location and Control Ltd.'s ( NASDAQ:ITRN ) dividend will be increasing from last year's payment of the same...Artículo de análisis • Feb 27
Ituran Location and Control Ltd. (NASDAQ:ITRN) Stock Rockets 32% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, Ituran Location and Control Ltd. ( NASDAQ:ITRN ) shares have been powering on, with a...Seeking Alpha • Feb 19
Ituran Location And Control: Finally Fairly Valued, Q4 Numbers May Change It
Summary I initially rated Ituran Location and Control Ltd. (ITRN) as undervalued by about 1/3, predicting growth from new strategic partnerships and market expansions. After a stagnant period, ITRN surged over 50% in 3 months, validating my "Buy" call and outperforming the S&P 500 index. Right now, the stock is finally trading "fairly" based on the EV/EBITDA ratio. According to some recent studies, the automotive telematics market in Latin America should rise at a CAGR of ~15.29% in the next few years. ITRN's addressable market is huge. If we see a strong beat to the guided figures in Q4, in this case, ITRN might receive a boost to its fair value and become a "Buy" again. Now it's a "Hold" for me. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
Ituran: Earnings May Take A Hit In The Short Term (Rating Downgrade)
Summary Ituran Location and Control Ltd.'s revenue is growing but modestly with mixed efficiency and profitability metrics, leading to a downgrade to hold. ITRN has a strong financial position with $67.5m in cash and no debt, providing a cushion against economic uncertainties. Expansion in emerging markets like Chile, with new contracts, is promising, but currency volatility in LatAm poses a significant risk to earnings. Awaiting more information from the FY24 conference call to assess growth prospects and management's strategy for improving efficiency and profitability. Read the full article on Seeking AlphaSeeking Alpha • Nov 06
Ituran Has The Makings Of A Fine Portfolio Stock
Summary The stock of Ituran, a specialist in the telematics landscape has spent much of this year consolidating. We feel it is a good opportunity to pick up this stock and highlight some of its attractive facets. The stock looks cheap, given the forward EBITDA growth on offer, whilst it also looks appealing from an FCF and dividend yield angle. We also appreciate the risk-reward on the charts. Read the full article on Seeking Alpha
Nueva narrativa • Sep 19
Subscriptions, SaaS, And Decisive Global Alliances Propel Growth
Geographic expansion and new product introductions like vehicle sharing SaaS are set to enhance revenue streams and improve product mix.Seeking Alpha • Aug 20
Why Ituran's Q2 Shows Strong Value Potential
Summary Ituran had solid Q2 2024 results with $0.66 GAAP EPS and $84.9 million in revenue. Despite strong profits and a positive industry outlook, ITRN stock is undervalued, possibly due to currency swings and geopolitical risks. Ituran operates globally, offers telematics services, and is expanding strategically, making it a good pick for value investors. Read the full article on Seeking AlphaSeeking Alpha • Jun 12
Ituran: Undervalued Company With Solid Growth Potential
Summary ITRN provides location-based services for connected cars. Q1 FY24 earnings show strong performance with record revenues and subscriber growth. Using Benjamin Graham's valuation method, ITRN is undervalued with a potential upside of 45%, despite technical chart concerns. Read the full article on Seeking AlphaSeeking Alpha • Mar 08
Ituran Q4: Stronger Uptake In Brazil May Drive Meaningful Subscriber Growth
Summary Ituran is a telematics company that develops SaaS offerings, with a focus on stolen vehicle recovery and automatic vehicle location. The company has shown steady growth and profitability, with a 1-year return of 16.5%. Ituran plans to target car financing companies in Brazil and Mexico to drive subscriber growth. Steady demand for used cars in Brazil could lead to meaningful uptake. Read the full article on Seeking AlphaArtículo de análisis • Mar 05
Ituran Location and Control (NASDAQ:ITRN) Will Pay A Larger Dividend Than Last Year At $0.39
Ituran Location and Control Ltd. ( NASDAQ:ITRN ) has announced that it will be increasing its dividend from last year's...Artículo de análisis • Dec 13
Ituran Location and Control (NASDAQ:ITRN) Has Announced That It Will Be Increasing Its Dividend To $0.24
Ituran Location and Control Ltd. ( NASDAQ:ITRN ) has announced that it will be increasing its dividend from last year's...Artículo de análisis • Sep 22
Ituran Location and Control (NASDAQ:ITRN) Has Announced A Dividend Of $0.15
Ituran Location and Control Ltd.'s ( NASDAQ:ITRN ) investors are due to receive a payment of $0.15 per share on 11th of...Artículo de análisis • Sep 01
Ituran Location and Control (NASDAQ:ITRN) Is Due To Pay A Dividend Of $0.15
Ituran Location and Control Ltd.'s ( NASDAQ:ITRN ) investors are due to receive a payment of $0.15 per share on 11th of...Artículo de análisis • Aug 18
Ituran Location and Control (NASDAQ:ITRN) Has Announced A Dividend Of $0.15
Ituran Location and Control Ltd.'s ( NASDAQ:ITRN ) investors are due to receive a payment of $0.15 per share on 11th of...Artículo de análisis • May 28
Ituran Location and Control's (NASDAQ:ITRN) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Ituran Location and Control Ltd. ( NASDAQ:ITRN ) has announced that it will be increasing its dividend by...Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Ituran Location and Control. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Dec 25 | 359 | 58 | 81 | 21 |
| 30 Sep 25 | 348 | 57 | 78 | 20 |
| 30 Jun 25 | 340 | 56 | 74 | 19 |
| 31 Mar 25 | 338 | 55 | 72 | 18 |
| 31 Dec 24 | 336 | 54 | 72 | 18 |
| 30 Sep 24 | 331 | 52 | 71 | 18 |
| 30 Jun 24 | 329 | 51 | 72 | 18 |
| 31 Mar 24 | 326 | 50 | 72 | 17 |
| 31 Dec 23 | 320 | 48 | 70 | 17 |
| 30 Sep 23 | 317 | 46 | 68 | 17 |
| 30 Jun 23 | 309 | 43 | 66 | 17 |
| 31 Mar 23 | 300 | 40 | 64 | 17 |
| 31 Dec 22 | 293 | 37 | 62 | 17 |
| 30 Sep 22 | 288 | 37 | 61 | 16 |
| 30 Jun 22 | 282 | 34 | 60 | 15 |
| 31 Mar 22 | 276 | 35 | 59 | 15 |
| 31 Dec 21 | 271 | 34 | 59 | 14 |
| 30 Sep 21 | 264 | 32 | 57 | 13 |
| 30 Jun 21 | 259 | 33 | 57 | 12 |
| 31 Mar 21 | 245 | 18 | 58 | 12 |
| 31 Dec 20 | 246 | 16 | 62 | 13 |
| 30 Sep 20 | 248 | -6 | 63 | 14 |
| 30 Jun 20 | 256 | -9 | 66 | 14 |
| 31 Mar 20 | 274 | 5 | 68 | 14 |
| 31 Dec 19 | 279 | 7 | 68 | 14 |
| 30 Sep 19 | 293 | 33 | 68 | 13 |
| 30 Jun 19 | 277 | 53 | 65 | 11 |
| 31 Mar 19 | 264 | 57 | 62 | 9 |
| 31 Dec 18 | 253 | 61 | 59 | 6 |
| 30 Sep 18 | 235 | 59 | 57 | 4 |
| 30 Jun 18 | 242 | 44 | 59 | 3 |
| 31 Mar 18 | 242 | 42 | 61 | 4 |
| 31 Dec 17 | 235 | 44 | 60 | 3 |
| 30 Sep 17 | 228 | 43 | 57 | 3 |
| 30 Jun 17 | 217 | 41 | 55 | 3 |
| 31 Mar 17 | 209 | 38 | 52 | 3 |
| 31 Dec 16 | 200 | 32 | 50 | 3 |
| 30 Sep 16 | 193 | 29 | 49 | 3 |
| 30 Jun 16 | 184 | 27 | 48 | 3 |
| 31 Mar 16 | 179 | 25 | 46 | 3 |
| 31 Dec 15 | 176 | 25 | 47 | 2 |
| 30 Sep 15 | 175 | 26 | 48 | 2 |
| 30 Jun 15 | 178 | 28 | 48 | 2 |
Ingresos de calidad: ITRN tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (16.1%) de ITRN son superiores a los del año pasado (16%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de ITRN han crecido un 17.8% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de ITRN en el último año (8%) está por debajo de su media de 5 años (17.8% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de ITRN en el último año (8%) no superó al de la industria Communications 18.1%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera (26.7%) de ITRN se considera alta.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/24 14:13 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Ituran Location and Control Ltd. está cubierta por 12 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Tavy Rosner | Barclays |
| null null | Canaccord Genuity |
| Elena Rogovin | Chardan Capital Markets, LLC |