Ituran Location and Control 과거 순이익 실적
과거 기준 점검 3/6
Ituran Location and Control은 연평균 15.7%의 비율로 수입이 증가해 온 반면, Communications 산업은 수입이 0.9% 감소했습니다. 매출은 연평균 7.3%의 비율로 증가했습니다. Ituran Location and Control의 자기자본이익률은 29%이고 순이익률은 16%입니다.
핵심 정보
15.68%
순이익 성장률
16.70%
주당순이익(EPS) 성장률
| Communications 산업 성장률 | 31.77% |
| 매출 성장률 | 7.29% |
| 자기자본이익률 | 28.97% |
| 순이익률 | 16.03% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • Jun 05
ITRN: Recurring Telematics Partnerships Will Drive Future Cash Returns
Analysts have increased their fair value estimate for Ituran Location and Control from $63.50 to $73.50. They attribute this change to expectations for a larger addressable market in telematics and to recurring revenue opportunities supported by insurance incentives, auto OEM partnerships, and financing company relationships.Seeking Alpha • May 27
Ituran's Strong Q1 Results Keep The Buy Case Alive
Summary Ituran Location and Control (ITRN) remains a Buy, supported by record Q1 2026 results and robust recurring revenue growth. ITRN's subscriber base grew by 40,000 in the quarter, with OEM partnerships and new initiatives like IturanMob and Big Data analytics driving expansion. Margins and cash flow remain strong, enabling consistent dividends and share buybacks, with $108 million in net cash and a $10 million quarterly dividend. Valuation at 18.1x forward earnings and 11x EV/EBITDA is justified by steady growth, high cash returns, and potential upside from new data-driven revenue streams. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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
새로운 내러티브 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...매출 및 비용 세부 내역
매출 및 비용 세부 내역
Ituran Location and Control가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 375 | 60 | 85 | 21 |
| 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 |
양질의 수익: ITRN는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: ITRN의 현재 순 이익률 (16%)은 지난해 (16.3%)보다 낮습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: ITRN의 수익은 지난 5년 동안 연평균 15.7% 증가했습니다.
성장 가속화: 지난 1년간 ITRN 의 수익 증가율(8.9%)은 5년 평균(연간 15.7%)보다 낮습니다.
수익 대 산업: ITRN의 지난 1년 수익 증가율(8.9%)은 Communications 업계 평균(11.5%)을 능가하지 못했습니다.
자기자본이익률
높은 ROE: ITRN의 자본 수익률(29%)은 높음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/17 16:04 |
| 종가 | 2026/06/17 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Ituran Location and Control Ltd.는 12명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tavy Rosner | Barclays |
| null null | Canaccord Genuity |
| Elena Rogovin | Chardan Capital Markets, LLC |