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Jun 30, 2025
Ituran Q2 2025 Earnings Report
Ituran reported steady growth in Q2 2025, posting record revenue and higher net income despite geopolitical challenges.
Key Takeaways
Ituran delivered a solid Q2 2025 with record revenue of $86.8M, net income of $13.5M, and added 40,000 subscribers. The company maintained profitability while navigating disruptions from a temporary war in the region.
Revenue by Segment
Forward Guidance
Ituran expects continued subscriber growth and product innovation through the rest of 2025, despite macro challenges.
Positive Outlook
- Targeting 220,000 to 240,000 net subscriber additions for 2025
- Growth in advanced telematics product offerings
- New product for motorcycle owners gaining traction
- Partnership with new OEM driving additional value
- Ongoing cash generation and strong balance sheet
Challenges Ahead
- Temporary disruption in product sales due to Israel-Iran conflict
- Foreign exchange headwinds affecting reported revenue
- Slight decline in EBITDA due to margin pressures
- Lower gross margin on subscription services year-over-year
- Finance expenses impacted by currency revaluation
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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