Israel's Ituran Q3 revenue beats estimates on subscription growth

Reuters11-18

Israel's Ituran Q3 revenue beats estimates on subscription growth

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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)

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networking peer group is \"buy\"</p></li><li><p>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</p></li><li><p>The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 13 three months ago</p></li></ul><p>Press Release: <span>ID:nPn9rZYKKa</span></p><p>For questions concerning the data in this report, contact Estimates.Support@lseg.com. 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For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.(This story was created using Reuters automation and AI based on LSEG and company data. 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