📈 Price History

Ratio Health

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By Category

📊 Sector Averages

About

IDT Corporation, together with its subsidiaries, provides communications and payment services in the United States, the United Kingdom, and internationally.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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⭐ Superinvestors Holding IDT

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Manager	Shares	Value	% of Fund	Period
Jim Simons Renaissance Technologies LLC	946.0K	$46.4M	0.07%	Mar 2026
Steve Cohen Point72 Asset Management	109.8K	$5.4M	0.01%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

📊 MIXED IDT Corporation: 30-year public company with record gross profit margin of 38.8% in Q3 FY2026

Revenue & Profitability

Consolidated revenue grew 5% year-over-year to $315.7 million. Gross profit increased 9% to $122.5 million, and income from operations rose 12% to $29.8 million. Adjusted EBITDA grew 13% to $37.5 million. Full-year FY2026 Adjusted EBITDA guidance was raised to $150-152 million. NRS recurring revenue grew 22%, net2phone subscription revenue grew 12%, and digital send volume in Fintech grew 40% year-over-year.

Outlook

Management raised full-year Adjusted EBITDA guidance based on year-to-date performance and forward visibility, expecting 15% growth at the midpoint over FY2025. They noted gaining market share in remittance following the implementation of a new federal remittance tax. The traditional communications segment is expected to remain a reliable cash contributor for many years. AI offerings are expected to become accretive growth drivers in fiscal year 2027.

Growth Drivers

NRS growth is driven by merchant services and SaaS fees, with monthly average recurring revenue per terminal up 10% and terminal network exceeding 39,000. Fintech growth is powered by a 20% increase in digital transactions and a 40% rise in send volume, along with market share gains from the remittance tax change. net2phone continues to grow with subscription revenue up 12%, seats up 6%, and CCaaS seats growing faster than voice, lifting revenue per seat. International expansion has begun with the first NRS terminal in Colombia.

Balance Sheet & CapEx

Not explicitly discussed as a separate line item. However, the company is investing in machine learning and AI tools across all segments to enhance customer service, pricing, product launches, and back-office efficiency. The acquisition of a controlling stake in OnCore Digital for approximately $6 million is a notable investment. The company also spent $4 million on share repurchases during the quarter.

Margins

Consolidated gross margin expanded 170 basis points to 38.8%, a record quarterly high. net2phone gross margins improved 130 basis points to 80.6%. The shift toward higher-margin growth segments (34% of revenue but 67% of gross profit) is generating substantial operating leverage. Combined Adjusted EBITDA from the three growth segments grew 27% year-over-year to $20.5 million. Management expects continued margin expansion in Fintech as the digital channel mix increases.

Key Risks

Not discussed as a dedicated section, but from Q&A: competition at NRS is affecting new sign-ups. The company must continuously win customers with competitive pricing and service in the remittance market. Success of AI offerings and the potential spin-off of net2phone involve execution risk. The shift from retail to digital remittance channels requires careful management of customer acquisition costs.

Generated by AI · Q3 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q3 2026 Q3 2026 2026-06-03

Revenue grew 5% to $315.7M, gross profit rose 9% to $122.5M, and Adjusted EBITDA increased 13% to $37.5M. Raised FY26 Adjusted EBITDA guidance to $150–$152M, driven by strong growth in NRS, digital, and net2phone segments.

Q2 2026 Q2 2026 2026-03-10

Strong year-over-year growth in high-margin segments drove record profits and margins, with digital channel migration accelerating due to regulatory changes. Shareholder returns increased through higher buybacks and dividends, and guidance for fiscal 2026 was raised.

Q1 2026 Q1 2026 2025-12-04

Q1 FY2026 saw record revenue, gross profit, and Adjusted EBITDA, driven by strong growth in NRS, fintech, and net2phone. Guidance for full-year Adjusted EBITDA remains $141–$145 million, with continued focus on innovation, AI, and shareholder returns.

Q4 2025 Q4 2025 2025-09-29

Record adjusted EBITDA and revenue growth driven by high-margin segments and digital expansion. Fiscal 2026 guidance calls for continued EBITDA growth, with investments in AI and digital channels, while maintaining a strong cash position for opportunistic buybacks and M&A.

Q3 2025 Q3 2025 2025-06-05

Q3 delivered strong year-over-year growth in revenue, income from operations, and adjusted EBITDA, with record gross profit margin and robust segment performance. The company remains on track to double adjusted EBITDA for fiscal 2025 and is actively pursuing organic growth, acquisitions, and new AI-driven offerings.

📊 Analysis Methodology

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