earnings
confidence high
sentiment positive
materiality 0.75
IDT reports record FY2026: Q4 revenue +7% to $339M, EPS $0.87; FY operating income $121M
IDT CORP
2026-FY EPS reported
$3.46
revenue$1,297,960,000
- Q4 revenue +7% to $339.0M; gross profit +18% to $134.8M (margin 39.8%, +360 bps); income from operations +52% to $33.2M.
- Q4 net income attributable to IDT +29% to $21.7M; GAAP EPS $0.87 vs $0.67; non-GAAP EPS $0.94 vs $0.76; adjusted EBITDA +22% to $41.2M.
- FY2026 revenue +5% to $1,298.0M; income from operations +21% to $121.2M; net income +14% to $86.6M; GAAP EPS $3.46 vs $3.01; adjusted EBITDA +17% to $154.6M.
- NRS FY revenue +24% to $159.4M, operating income +42% to $39.3M; BOSS Money digital revenue +21% to $119.4M; net2phone subscription revenue +11% to $94.9M.
- Traditional Communications FY revenue +1% to $865.9M but gross profit -4% to $162.6M and operating income -5% to $63.4M; adjusted EBITDA +1% to $77.3M.