ITRN
Ituran Location and Control Ltd.42.57
-1.21-2.76%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details initiatives' delayed impact
Q&A largely reaffirmed prepared remarks on record results and subscriber growth, with management stressing new initiatives like Credit Carbon and big data will add minimal revenue in 2026, ramping meaningfully from 2027 via upsells and high-ARPU verticals. ARPU stays stable amid motorcycle expansion in Brazil, targeting thousands of subs from Yamaha and BMW deals. Big data pilots fetched hundreds of thousands from Israeli governments and malls for traffic insights. Competition? Gaining share in Israel and Brazil fleets. Cap alloc balances dividends against low trading volume; geopolitics poses no major threat. Margins keep climbing. Investors eye new ventures' traction.
Key Stats
Market Cap
846.87MP/E (TTM)
14.94Basic EPS (TTM)
2.85Dividend Yield
0.05%IPO
Website
Employees
Sector
Industry
AATC
Autoscope Technologies Corporat
6.18-0.01
CMTL
Comtech Telecommunications Corp
3.11+0.11
GRMN
Garmin Ltd.
207.04-0.19
ITRI
Itron, Inc.
95.33+0.11
ITT
ITT Inc.
175.05+1.00
KARO
Karooooo Ltd.
46.79+0.76
LTRX
Lantronix, Inc.
5.82-0.12
TRCK
Track Group, Inc.
0.30+0.00
TRMB
Trimble Inc.
80.50+0.33
VRRM
Verra Mobility Corporation
21.79+0.19