)
Ituran Location and Control (ITRN) investor relations material
Ituran Location and Control Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record quarterly revenue of $104.8 million in Q2 2026, up 21% year-over-year, with strong growth across all profit metrics and subscriber additions.
Added 41,000 net new subscribers, reaching 2,711,000 total at quarter-end, driven by organic demand and OEM partnerships.
Continued expansion of OEM partnerships, including new programs with Stellantis and ongoing discussions with other major automakers.
Advanced growth initiatives in car rental telematics (IturanMob), carbon credit platforms, and big data monetization, with expansion into the US and industry recognition.
Financial highlights
Revenue grew 21% year-over-year to $104.8 million, a new record, with recurring subscription revenue rising 25% to $80 million (76% of total revenue).
EBITDA increased 24% year-over-year to $28.5 million (27.2% margin).
Net income was $17.3 million (16.5% margin), up 29% year-over-year; diluted EPS was $0.88, up from $0.68.
Gross profit for the quarter was $53.4 million, up 24% year-over-year, with a gross margin of 50.9%.
Cash flow from operations reached a record $32.2 million.
Outlook and guidance
Management expressed confidence in continued growth and profitability throughout 2026, supported by broad-based demand and maturing growth initiatives.
IturanMob in the U.S. is in early stages, with growing market interest but limited near-term financial impact expected.
Big data initiatives expected to yield more and larger deals, especially in Israel, with plans to expand internationally.
- Record $102.7M revenue, 15% net income growth, and 40,000 new subscribers added.ITRN
Q1 2026 - Record 2025 results, global leadership in telematics, and strong recurring revenue drive future growth.ITRN
Investor presentation - Record revenue, EBITDA, and shareholder returns in 2025, with new growth initiatives launched.ITRN
Q4 2025 - Record Q2 revenue and subscriber growth led to higher net income and a $10M dividend.ITRN
Q2 2025 - Q3 2024 saw higher revenue, profit, and cash flow, driven by subscriber and OEM contract growth.ITRN
Q3 2024 - Subscription-based vehicle telematics leader expanding via innovation, partnerships, and new markets.ITRN
17th Annual LD Micro Main Event XVII Conference - Revenue, profit, and subscriber growth remain strong; 2024 EBITDA guidance reaffirmed.ITRN
Q2 2024 - 2024 saw record revenue, strong subscriber growth, and expanded global telematics partnerships.ITRN
15th Annual LD Micro Invitational 2025 - Record revenue, strong subscriber growth, and a 25% dividend increase highlight 2024.ITRN
Q4 2024
Next Ituran Location and Control earnings date
Next Ituran Location and Control earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)