Ituran
Delivers location-based telematics services for vehicles, fleets and connected-car customers.
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Profile
Sells or leases telematics devices and earns recurring revenue from location-based services. Its offering spans stolen-vehicle recovery, fleet management, connected-car, asset tracking and usage-based insurance.
Provides stolen-vehicle recovery, fleet-management, connected-car, asset-tracking and usage-based-insurance services through telematics devices and recurring location-based subscriptions. Devices are sold or leased alongside those services, and the location-based offerings generate recurring service revenue. The offering combines hardware and services.
Operations are centered in Israel and Latin America, with Road Track extending the Latin American telematics presence. Services reach retail, insurance, financing and OEM automotive sectors; connected services also include telematics for motorcycles and financing products.
The operating model depends on ongoing subscriptions, telematics hardware and OEM relationships, alongside new services and expansion into additional markets.
Company facts
Key statistics
Year to date +19.3% · Average volume (30d) 154.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Target |
|---|---|---|---|
| Mar 9, 2026 | Loop Capital Markets | Target | $57 |
| Mar 5, 2026 | Barclays | Target | $55 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | $0.87 | $0.88 | +1.1% | $99.8M | $104.8M | +5.0% | +2.68% |
| May 26, 2026Q1 FY26 | $0.80 | $0.85 | +6.9% | $95.3M | $102.7M | +7.7% | +4.04% |
| Mar 5, 2026Q4 FY25 | $0.75 | $0.77 | +2.4% | $93.3M | $93.5M | +0.2% | −1.86% |
| Nov 18, 2025Q3 FY25 | $0.76 | $0.74 | −2.6% | $93.3M | $92.3M | −1.1% | −1.74% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $86.5M | $86.8M | $92.3M | $93.5M | $102.7M | $104.8M | |
| Gross profit | $42.0M | $42.9M | $46.4M | $47.2M | $49.4M | $53.4M | |
| Operating income | $18.7M | $18.4M | $19.6M | $20.3M | $22.1M | $23.8M | |
| Net income | $14.6M | $13.5M | $14.6M | $15.3M | $16.8M | $17.3M | |
| Diluted EPS | $0.73 | $0.68 | $0.74 | $0.77 | $0.85 | $0.88 | |
| Gross margin | 48.6% | 49.5% | 50.3% | 50.5% | 48.2% | 50.9% | |
| Operating margin | 21.6% | 21.2% | 21.3% | 21.7% | 21.5% | 22.7% |
Fiscal years (4-quarter sums)FY21 $270.9M · FY22 $293.1M · FY23 $320.0M · FY24 $336.3M · FY25 $359.0M
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $103.7M · Total debt $4.2M · Total assets $408.4M · Shareholders' equity $218.4M
Dividends
Raised for 4 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 24, 2026 | Jun 24 | Jul 8 | $0.50 | cut from $1.50 |
| Mar 30, 2026 | Mar 30 | Apr 16 | $1.50 | raised from $0.50 |
| Dec 29, 2025 | Dec 29 | Jan 15 | $0.50 | |
| Sep 25, 2025 | Sep 25 | Oct 10 | $0.50 | |
| Jun 18, 2025 | Jun 18 | Jul 2 | $0.50 | |
| Mar 20, 2025 | Mar 20 | Apr 3 | $0.50 | raised from $0.39 |
| Dec 23, 2024 | Dec 23 | Jan 8 | $0.39 | |
| Sep 26, 2024 | Sep 26 | Oct 9 | $0.39 |
Ownership
Shares outstanding 19.89M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Izzy Sheratzky · director, officer: President | 3.87M | 19.44% | Form 4 | Mar 25, 2026 |
| Yehuda Kahane · director | 1.31M | 6.59% | Form 4 | Mar 25, 2026 |
| Y.D. More Investments Ltd | 891.3K | 4.48% | 13F | Aug 5, 2026 |
| FMR LLC | 863.7K | 4.34% | 13F | Aug 13, 2026 |
| Renaissance Technologies LLC | 843.3K | 4.24% | 13F | Aug 13, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- PowerFleet
Fleet and asset telematics with Pointer-origin operations
- General Motors
OnStar connected services for theft response and fleet controls
- Verizon
Verizon Connect GPS tracking and fleet-management telematics
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ituran | $50.78 | +0.12% | $1.01B | 15.7 | 13.2 | 2.6 | +20.7% |
| PowerFleet | $3.09 | +1.31% | $409.4M | — | 69.1 | 0.9 | +4.1% |
| General Motors | $86.10 | −0.20% | $78.03B | 43.6 | 6.3 | 0.4 | +1.9% |
| Verizon | $49.91 | −0.34% | $209.20B | 13.0 | 9.8 | 1.5 | −0.7% |
| Median | 28.3 | 9.8 | 0.9 | +1.9% |