Ituran Location and Control Ltd. (ITRN)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Ituran Location and Control Ltd. (ITRN) Q3 2025 Earnings Call Transcript
Ituran Location and Control Ltd. ( ITRN ) Q3 2025 Earnings Call November 18, 2025 9:00 AM EST Company Participants Eyal Sheratzky - Co-CEO & Director Eli Kamer - Executive VP & CFO Conference Call Participants Kenny Green Chris Reimer - Barclays Bank PLC, Research Division Allen Klee - Maxim Group LLC Sergey Glinyanov - Freedom Broker, Research Division Evan Tindell - Bireme Capital LLC Presentation Kenny Green Ladies and gentlemen, thank you for standing by.
Steal Profits From A Little-Known Technology Movement With Ituran
My Long Idea this week features a rather unknown stock in an overlooked corner of the technology sector, where I see strong growth, market share expansion, long-term demand and major profit potential – all while making the world safer.
Ituran Location: A Buy In The Telematics Industry
I rate ITRN a buy, projecting 155% upside by 2027, driven by subscriber growth, OEM partnerships, and a resilient recurring revenue model. ITRN's strong presence in emerging markets, especially Latin America, and expanding OEM deals position it ahead of global competitors. The company's subscription-based model delivers defensive margins, high ROE, and consistent cash flow, supporting dividends and buybacks.
Ituran: Not As Cheap As Before, But Still Offers A Few Merits
Ituran has facilitated decent alpha since we last covered it in November, although sentiment towards the stock appears to have turned in recent months. Temporary headwinds—currency effects and war-related sales attrition—masked healthy subscription growth and promising new partnerships in Brazil. Despite sturdy cash generation, ITRN's FCF yield is now in line with its long-term average, while the P/E trades at a slight premium to its long-term average.
Ituran Location and Control Ltd. (ITRN) Q2 2025 Earnings Conference Call Transcript
Ituran Location and Control Ltd. (NASDAQ:ITRN ) Q2 2025 Earnings Conference Call August 19, 2025 9:00 AM ET Company Participants Eli Kamer - Executive VP & CFO Eyal Sheratzky - Co-CEO & Director Conference Call Participants Chris Reimer - Barclays Bank PLC, Research Division Kenny Green - Unidentified Company Kenny Green Ladies and gentlemen, thank you for standing by.
Ituran Location and Control Ltd. (ITRN) Q1 2025 Earnings Call Transcript
Ituran Location and Control Ltd. (NASDAQ:ITRN ) Q1 2025 Results Conference Call May 28, 2025 9:00 AM ET Company Participants Kenny Green - IR, EK Global Investor Relations Eyal Sheratzky - CEO Eli Kamer - CFO Conference Call Participants Sergey Glinyanov - Freedom Capital Chris Reimer - Barclays Operator Ladies and gentlemen, thank you for standing by.
3 Strong Buy Ultra-High-Yield Dividend Stocks You Probably Never Heard Of
Investors love dividend stocks, especially high-yield varieties, because they offer a significant income stream and have substantial total return potential.
Ituran: Still Undervalued While Compounding With A 5% Dividend Yield
Ituran is a (somewhat boring) compounder with a SaaS-like business model that benefits from network effects and elevated switching cost. Geographic concentration in Israel and Brazil brings currency risk and drives volatility, but fundamental growth trends are strong. Network effects fuel margin expansion in the service segment, with a ROIC to top 30% in 2025 (vs. a WACC of 7.5%).
Ituran: 6G, AI And Big Data Are Its Growth Engine
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.
Ituran Location and Control Ltd. (ITRN) Q4 2024 Earnings Call Transcript
Ituran Location and Control Ltd. (NASDAQ:ITRN ) Q4 2024 Earnings Conference Call February 26, 2025 10:00 AM ET Company Participants Kenny Green - IR, EK Global Investor Relations Eyal Sheratzky - CEO Eli Kamer - CFO Conference Call Participants Sergey Glinyanov - Freedom Capital Chris Reimer - Barclays Boris Schneider - More Investments Operator Ladies and gentlemen, thank you for standing by.
Ituran Q4 Earnings Preview: More Room To Grow
Initiating coverage on Ituran Location and Control Ltd. ahead of Q4 and full-year 2024 earnings release on February 26th. Earnings are likely to be positive, as guidance and consensus have been conservative for the last several quarters. Despite the recent run-up in share price, I believe that ITRN has more room to grow as market tailwinds accelerate.
Ituran Location And Control: Finally Fairly Valued, Q4 Numbers May Change It
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.
