Monitor for continued subscriber growth in Israel and Brazil, as well as the execution of the announced $10 million share buyback program, which could further enhance shareholder value.
Price Chart
Executive Summary
Ituran's 20-F filing for fiscal year 2025 shows strong financial performance with revenue growth of 7% to $359.0 million, driven by a 43% increase in telematics services subscribers. The company reported a 9.4% increase in net income to $58.0 million and maintained strong liquidity with $107.6 million in cash. Recent cross-filings confirm a one-time $30 million dividend and a $10 million share buyback program, indicating shareholder-friendly capital allocation.
Key Facts
- Revenue increased 7% to $359.0 million in 2025, with telematics services revenue growing 9.1% to $264.6 million
- Net income increased 9.4% to $58.0 million, with net income attributable to company stockholders up 8.0% to $58.0 million
- Telematics services subscriber base grew 9.5% to 2.63 million, with Israel subscriber base up 11.7% to 1.04 million
- Company generated $88.6 million in cash from operations and ended 2025 with $107.6 million in cash and marketable securities
- Cross-filing context shows a one-time $30 million dividend declared on March 5, 2026
Financial Impact
Revenue growth of 7% to $359.0 million, net income growth of 9.4% to $58.0 million, and strong cash generation of $88.6 million from operations
Risk Factors
- Geopolitical risks from ongoing military actions in Israel and Iran
- Dependence on insurance company partnerships for revenue generation
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 10 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 20-F Filing (Primary) | 0001178913-26-002205 |
| Exhibit: exhibit_4-8.htm | 0001178913-26-002205 |
| Exhibit: exhibit_2-4.htm | 0001178913-26-002205 |
| Exhibit: exhibit_8-1.htm | 0001178913-26-002205 |
| Exhibit: exhibit_12-1.htm | 0001178913-26-002205 |
| Exhibit: exhibit_12-2.htm | 0001178913-26-002205 |
| Exhibit: exhibit_13.htm | 0001178913-26-002205 |
| Document: 0001178913-26-002205-index-headers.html | 0001178913-26-002205 |
| Document: 0001178913-26-002205-index.html | 0001178913-26-002205 |
| Document: 0001178913-26-002205.txt | 0001178913-26-002205 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | 6-K | $50.94 | awaiting T+20 | — | $52.70 (+3.46%) |
Sep 29, 2026 28d ago | 6-K | $51.01 $52.70 | ▲ +3.31% | ▲ +2.60% | $52.70 (+3.31%) |
Sep 23, 2026 4w ago | 6-K | $51.88 $50.85 | ▼ −1.99% | ▼ −2.68% | $52.70 (+1.57%) |
Sep 9, 2026 6w ago | 6-K | $51.32 $52.20 | ▲ +1.71% | ▼ −0.23% | $52.70 (+2.69%) |
Aug 12, 2026 10w ago | 6-K | $54.07 $51.75 | ▼ −4.29% | ▼ −2.39% | $52.70 (−2.53%) |
Aug 12, 2026 10w ago | 6-K | $54.07 $51.75 | ▼ −4.29% | ▼ −2.39% | $52.70 (−2.53%) |
Aug 12, 2026 10w ago | Press Release | $54.07 $51.75 | ▼ −4.29% | ▼ −2.39% | $52.70 (−2.53%) |
Jul 20, 2026 14w ago | 6-K | $55.71 $52.83 | ▼ −5.17% | ▼ −9.29% | $52.70 (−5.40%) |
Jun 25, 2026 17w ago | 6-K | $62.12 $55.30 | ▼ −10.98% | ▼ −11.51% | $52.70 (−15.16%) |
May 26, 2026 22w ago | 6-K | $61.39 $62.17 | ▲ +1.27% | ▲ +3.22% | $52.70 (−14.16%) |
US Market Status
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