ITRN 6-K SEC Filing Analysis

Latest settled — T+5d

ITRN ▲ +7.41% at T+5d

LONG call ✓ call won +7.41% · α vs SPY +6.33% · entry $61.39 → $65.94

Next anchor: T+20d in 14d

Last close $63.66 (close Jun 8) · +3.70% from $61.39 entry

Entry anchored
May 22, 03:59 PM ET
via Databento tick

T+1d

+4.04%

call +4.04% · α +4.03%

$63.87

settled 14d ago

T+5d

+7.41%

call +7.41% · α +6.33%

$65.94

settled 8d ago

T+20d

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call — · α —

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in 14d

T+60d

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call — · α —

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in 2mo

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Executive Summary

Ituran reported a strong Q1 2026 with revenue of $102.7 million (+19% YoY), net income of $16.8 million (+15% YoY), and 40,000 net subscriber additions. All key metrics grew double-digits year-over-year, with subscription revenue up 21% to $75.4 million. The company maintained a solid balance sheet with $108.0 million in net cash and declared a $10 million quarterly dividend.

Actionable Insight

This is a clean beat across all key metrics with accelerating subscription revenue growth (21% YoY) and strong subscriber additions. The stock has historically responded well to Ituran earnings reports (avg T+20 alpha +2.31%). Watch for any guidance on the conference call, particularly around margin trajectory and subscriber growth sustainability in Latin America.

Key Facts

Q1 2026 revenue of $102.7 million, up 19% YoY from $86.5 million
Net income of $16.8 million, up 15% YoY from $14.6 million
Diluted EPS of $0.85, up from $0.73 YoY
EBITDA of $26.7 million, up 15% YoY from $23.3 million
Subscription revenue of $75.4 million, up 21% YoY
Added 40,000 net subscribers, total base of 2,670,000
Operating cash flow of $18.2 million
Net cash of $108.0 million, essentially flat vs year-end 2025
Board declared a $10 million quarterly dividend ($0.50 per share)
$13.0 million remaining share buyback authorization

Financial Impact

Revenue grew 19% to $102.7M, net income up 15% to $16.8M, EPS up 16% to $0.85

revenuenet incomeepsebitdasubscriber growthoperating cash flow

Risk Factors

Product gross margin declined to 18.7% from 23.6% YoY due to mix shift
Overall gross margin slightly compressed to 48.2% from 48.6%
Geographic concentration in Israel and Latin America exposes to regional political/economic risks
No explicit forward guidance provided in the filing

Market Snapshot

Exchange

Nasdaq

Sector

Wholesale-Electronic Parts & Equipment, NEC

Analyst Consensus

88% bullish (8 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
6-K Filing (Primary)	0001178913-26-002882
Document: zk2635403.htm	0001178913-26-002882
Document: 0001178913-26-002882-index-headers.html	0001178913-26-002882
Document: 0001178913-26-002882-index.html	0001178913-26-002882
Document: 0001178913-26-002882.txt	0001178913-26-002882

4 reports for ITRN

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for ITRN — sortable, filterable
	Type				Now
May 26, 2026 14d ago	6-K NEUTRAL ★ 3/10	$61.39 $66.37	▲ +8.11%	▲ +6.90%	$63.66 (+3.70%)
May 26, 2026 15d ago	6-K BULLISH ★ 7/10	$61.39 $65.94	▲ +7.41%	▲ +6.33%	$63.66 (+3.70%)
Apr 27, 2026 6w ago	6-K NEUTRAL ★ 3/10	$56.87 $58.41	▲ +2.71%	▲ +2.31%	$63.66 (+11.94%)
Apr 23, 2026 6w ago	20-F BULLISH ★ 7/10	$56.04 $55.41	▼ −1.12%	▼ −2.60%	$63.66 (+13.60%)

US Market Status

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