Key Highlights

● Second-quarter Revenue rose 21% to $104.8 million from $86.8 million.

● Ituran ended June 2026 with about 2,711,000 subscribers.

● Net income attributable to the company was $17.3 million, up 29%.

● Third-quarter results and a conference call are scheduled for November 24, 2026.

Ituran Location and Control Ltd. (NASDAQ:ITRN), listed on Nasdaq under the ticker ITRN, is due to release third-quarter 2026 results and hold its conference call on November 24, 2026. Ahead of that date, investors may revisit the second-quarter report from August 12, which showed revenue of $104.8 million, up 21%, and growing profitability. Ituran's Business centers on location and control services, and the second-quarter results offer the latest snapshot.

Latest Company Context

For the quarter ended June 30, 2026, Ituran reported revenue of $104.8 million versus $86.8 million a year earlier, with subscription revenue of $79.8 million, up 25%. Operating Income rose 30% to $23.8 million, a 22.7% margin, and EBITDA was $28.5 million, or 27.2% of revenue. Net Income attributable to the company was $17.3 million, up 29%, and Diluted Earnings per Share were $0.88 compared with $0.68. Co-CEO Eyal Sheratzky called it an excellent quarter and credited Operating Leverage for profit growing faster than revenue. For comparison, Ituran reported record revenue of $92.3 million in the third quarter of 2025. The Dividend of $0.50 per share was declared in May 2026 and paid in July 2026. The company reported these figures in its Form 6-K furnished to the SEC.

Key Business and index Drivers

Subscribers are the engine. Ituran ended June 2026 with about 2,711,000 subscribers, after 41,000 net additions in the quarter and 163,000 over the preceding twelve months. Recurring subscription revenue growing faster than total revenue may support margins, as the second-quarter figures suggest. Capital returns are another element: the board declared a $10 million dividend, or $0.50 per share, paid in July 2026, and the company repurchased about $3.0 million of shares in the quarter, with roughly $10 million remaining under the authorization. Management said it is confident in continued growth and profitability through 2026 but gave no numerical subscriber guidance. The company bought about $3.0 million of stock in the quarter, using available cash under Rule 10b-18.

What Investors Should Watch

The November 24 report will be the first opportunity to test whether second-quarter momentum continued. Investors may watch net subscriber additions against the 41,000 recorded in the second quarter, the split between subscription and product revenue, and whether operating Margin holds near the 22.7% level. The comparison base is the third quarter of 2025, when revenue was $92.3 million and about 40,000 net subscribers were added. Dividend declarations and further Buybacks may also be of interest. Because Ituran operates in several international markets, currency swings and regional conditions could influence reported results. Operating leverage, which management credited in the second quarter, can also work in reverse if revenue growth slows, so margin trends may deserve attention.

A Strong Base Before the Third-Quarter Report

Ituran enters its third-quarter report with confirmed evidence of double-digit revenue growth, a large and expanding subscriber base and consistent Shareholder distributions. Third-quarter figures will be compared against a strong prior-year base.