IDT IDT CORP
Price Chart
Executive Summary
IDT reported Q3 FY2026 (April 30, 2026) results with revenue of $315.7M (+5% YoY) and GAAP EPS of $0.87, essentially flat vs $0.86 a year ago. The headline EPS of $0.87 missed the consensus estimate of $0.89 by -2.2%, while revenue of $315.7M beat the $308.0M estimate by +2.5%. The company raised its FY2026 Adjusted EBITDA guidance to $150-$152M (from $147-$149M), signaling confidence in continued operational momentum across its growth segments.
Key Financial Metrics
Actionable Insight
The mixed print (revenue beat, EPS miss) and raised guidance suggest underlying operational strength in growth segments offset by flat GAAP EPS. The guidance raise is the key positive catalyst. Monitor the Q4 FY2026 print for continued momentum in NRS recurring revenue and Fintech digital channel growth, which are the primary drivers of the raised outlook.
Key Facts
- Revenue: $315.7M (+5% YoY), beat consensus of $308.0M by +2.5%
- GAAP EPS: $0.87 (vs $0.86 YoY), missed consensus of $0.89 by -2.2%
- Non-GAAP EPS: $0.94 (vs $0.90 YoY)
- Adjusted EBITDA: $37.5M (+13% YoY)
- FY2026 Adjusted EBITDA guidance raised to $150-$152M (from $147-$149M), midpoint +15% YoY
- NRS recurring revenue +22% YoY to $36.0M; Fintech revenue +17% YoY to $45.0M; net2phone subscription revenue +12% YoY to $24.0M
- Traditional Communications revenue -1% YoY to $208.3M; gross profit -7% YoY
- Dividend increased to $0.07/share from $0.06/share
- No outstanding debt; $251.4M in cash, cash equivalents, and current securities
- Repurchased ~84,000 shares for $4.0M in the quarter
Financial Impact
Revenue beat consensus by $7.7M (+2.5%); EPS missed by $0.02 (-2.2%); guidance raised by $3M at midpoint to $150-$152M Adjusted EBITDA
Risk Factors
- Traditional Communications segment revenue and gross profit continue to decline YoY, acting as a drag on consolidated results
- Operating cash flow declined to $18.5M from $75.7M in the prior year quarter due to working capital timing; adjusted operating cash flow also down to $16.0M from $66.1M
- Corporate G&A expense increased 22% YoY due to higher stock-based compensation
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-019382 |
| Document: idt20260423_8k.htm | 0001437749-26-019382 |
| Document: 0001437749-26-019382-index-headers.html | 0001437749-26-019382 |
| Document: 0001437749-26-019382-index.html | 0001437749-26-019382 |
| Document: 0001437749-26-019382.txt | 0001437749-26-019382 |
| 8-K Data (Synthetic) | 0001437749-26-019382 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 11, 2026
1d ago
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Institutional Cluster
| $54.95 awaiting T+1 | awaiting T+1 | — | $54.63 (−0.58%) |
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Jun 11, 2026
1d ago
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8-K
| $54.95 awaiting T+1 | awaiting T+1 | — | $54.63 (−0.58%) |
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Jun 10, 2026
2d ago
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Press Release
| $55.48 awaiting T+1 | awaiting T+1 | — | $54.63 (−1.53%) |
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Jun 3, 2026
9d ago
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8-K
| $55.57 $56.08 | ▲ +0.92% | ▲ +3.52% | $54.63 (−1.69%) |
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Jun 3, 2026
9d ago
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Press Release
| $54.03 $55.57 | ▲ +2.85% | ▲ +2.45% | $54.63 (+1.11%) |
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May 29, 2026
14d ago
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8-K
| $55.97 $55.41 | ▼ −1.00% | ▼ −1.15% | $54.63 (−2.39%) |
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May 27, 2026
16d ago
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Press Release
| $54.05 $55.16 | ▲ +2.05% | ▲ +1.81% | $54.63 (+1.07%) |
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May 12, 2026
4w ago
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Press Release
| $52.66 $51.96 | ▼ −1.33% | ▼ −1.91% | $54.63 (+3.74%) |
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May 8, 2026
5w ago
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Press Release
| $53.53 $52.16 | ▼ −2.56% | ▼ −2.79% | $54.63 (+2.05%) |
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Apr 14, 2026
8w ago
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Insider Cluster
| $51.16 $50.76 | ▼ −0.78% | ▼ −1.56% | $54.63 (+6.78%) |
US Market Status
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