Loading...
•
Sep 30, 2025
Ituran Q3 2025 Earnings Report
Ituran reported increased revenue and profitability in Q3 2025, with strong subscription growth and expanded U.S. operations.
Key Takeaways
Ituran posted record revenue of $92.3 million in Q3 2025, driven by growth in subscription services and subscriber additions. Net income rose to $14.6 million, and the company launched its IturanMOB operations in the U.S., aiming to tap into the smart mobility market.
Record Q3 revenue of $92.3 million, up from $83.5 million last year
Net income rose to $14.6 million with EPS at $0.74
Added 40,000 net subscribers, reaching 2.588 million total
Launched IturanMOB smart mobility platform in the U.S. to drive future growth
Revenue by Segment
Forward Guidance
Ituran anticipates continued growth from new subscriber acquisitions and expansion into the smart mobility market via IturanMOB.
Positive Outlook
- Launch of IturanMOB in the U.S. market opens new revenue streams
- Continued strong growth in subscription revenue
- Expanding partnerships with OEMs
- Robust cash position of over $93 million
- Solid dividend payout reflecting financial strength
Challenges Ahead
- Product revenue growth remains modest
- Gross margin on products remains low at 23.6%
- No clear guidance provided for Q4
- Continued investment needs for international expansion
- Competitive pressure in core telematics markets
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
Loading earnings performance data...
Loading earnings reaction data...