IDT Corporation (IDT) FY2026 earnings

Reported results

• FY 2026 consolidated revenue increased 5% to $1,298.0 million; gross profit increased 11% to $496.8 million with gross profit margin expanding 200 basis points to 38.3% (GAAP).
• FY 2026 income from operations increased 21% to $121.2 million; net income attributable to IDT increased 14% to $86.6 million (GAAP).
• FY 2026 Adjusted EBITDA increased 17% to $154.6 million; Non-GAAP diluted EPS increased to $3.82 from $3.19.
• 4Q26 consolidated revenue increased 7% to $339.0 million; gross profit increased 18% to $134.8 million with margin expanding 360 basis points to 39.8% (GAAP).
• 4Q26 income from operations increased 52% to $33.2 million; net income attributable to IDT increased 29% to $21.7 million; GAAP diluted EPS increased to $0.87 from $0.67 (GAAP).
• 4Q26 Adjusted EBITDA increased 22% to $41.2 million; Non-GAAP diluted EPS increased to $0.94 from $0.76.

Guidance

• FY 2027 consolidated gross profit expected to range from $545 million to $555 million (double-digit growth).
• FY 2027 Adjusted EBITDA expected to range from $176 million to $180 million.

Notes

Company revised NRS metrics beginning in 4Q26 to report retailer locations (includes stores actively utilizing NRS terminals, NRS payment processing, or both) and average monthly network gross profit per location. The company holds a debt-free balance sheet as of July 31, 2026. Net2phone subscription revenue grew 10% in 4Q26 and 11% in FY 2026, with constant currency growth of 7% and 8% respectively. BOSS Money digital channel transactions increased 20% in 4Q26 and 20% in FY 2026. The company paid quarterly cash dividend of $0.07 per share on October 14, 2026.

Price and volatility reaction

The stock moved +8.5% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -11.9 vol points across the event (constant-maturity series — not the front-week crush).

Source

The figures above come from the earnings release the company filed with the SEC on 2026-09-28 (8-K, Item 2.02). Read the original filing on sec.gov.