Added to YB: 2026-08-27
Pitch date: 2026-08-25
ITRN [bullish]
Ituran Location and Control Ltd.
+1.36%
current return
Author Info
No bio for this author
Company Info
Ituran Location and Control Ltd., together with its subsidiaries, provides location-based telematics services and machine-to-machine telematics products in Israel, Brazil, and internationally.
Market Cap
$1.0B
Pitch Price
$51.39
Price Target
N/A
Dividend
3.95%
EV/EBITDA
8.37
P/E
15.68
EV/Sales
2.33
Sector
Communications Equipment
Category
growth
Weekly #18: Most Interesting D-Sheets from the Past Week (Aug 18 – Aug 24, 2026) - ITRN — Ituran Location and Control Ltd. - Strong Signal
ITRN (earnings): Record Q2'26: rev $104.8M +21%, subs rev +25%, op income +30%, record OCF $32.2M, GAAP diluted EPS $0.88 vs $0.67. 2.7M subs, 58.8% sub gross margin; ~$103.7M net cash/no debt, $10M quarterly div + buybacks; mkt cap ~$1.04B. Catalyst: Big Data monetization (advanced talks, another deal hoped soon) targeting ~1M connected vehicles in Israel's ~3M mkt — layer author says market doesn't price. Optionality: motorcycle OEM ramps (Yamaha, BMW Brazil) + 4-wheel pipeline (Stellantis, Nissan, Renault, GM). Risks: new initiatives (IturanMob, UBI, Big Data) early-stage; mgmt tempered near-term contribution; sheet gives no valuation context.
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