Israel's Ituran Q3 revenue beats estimates on subscription growth

Ituran Location and Control

18/11/2025 11:42

Overview

Ituran Q3 2025 revenue rises 11% yr/yr to $92.3 mln, beating analyst expectations

Company added 40,000 net subscribers, boosting subscription revenue by 13% yr/yr

Ituran launched IturanMOB in the US, expanding into smart mobility solutions

Result Drivers

SUBSCRIPTION REVENUE - Strong growth in subscription revenue driven by new telematics and connected-car products and services

SUBSCRIBER GROWTH - Increase of 40,000 net subscribers attributed to new products and OEM partnerships

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$92.3 mln
$90.10 mln (2 Analysts)
Q3 EPS
$0.74
Q3 Net Income
$14.6 mln
Q3 EBITDA
$24.6 mln
Q3 Operating Income
$19.6 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the communications & networking peer group is "buy"

Wall Street's median 12-month price target for Ituran Location and Control Ltd is $47.00, about 21.4% above its November 17 closing price of $36.93

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nPn9rZYKKa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)