secwatch.observer — SEC 8-K summary
======================================

Issuer:     IDT CORP (IDT)
CIK:        0001005731
Form:       8-K
Filed at:   2026-09-28T20:31:47+00:00
Accession:  0001437749-26-031364
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

IDT reports record FY2026: Q4 revenue +7% to $339M, EPS $0.87; FY operating income $121M
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1005731/000143774926031364/0001437749-26-031364-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1005731/000143774926031364/idt20260424_8k.htm
  HTML page:      https://secwatch.observer/filing/0001437749-26-031364

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer