8-K Announcements
6Material company update
Jun 11, 2026·SEC
Material company update
May 29, 2026·SEC
Material company update
Mar 10, 2026·SEC
IDT Corporation(IDT)Earnings, Financials & Key Ratios
IDT•NYSE
$61.08
20.3× P/E·Price updated Jul 7, 2026
AboutIDT Corporation operates in the communications and payment industries in the United States and internationally. The company operates through three segments: Fintech; net2phone-UCaaS (Unified Communications as a Service); and Traditional Communications. The Fintech segment offers international money remittance and related value/payment transfer services under the BOSS Revolution brand name; national retail solutions, such as point of sale network providing payment processing, digital advertising, transaction data, and ancillary services under the NRS brand name. The net2phone-UCaaS segment provides net2phone-UCaaS, a cloud communications service for businesses; and cable telephony services under the net2phone brand name. The Traditional Communications segment, which include Mobile Top-Up, that enables customers to transfer airtime and bundles of airtime, messaging, and data to international and domestic mobile accounts; BOSS Revolution Calling, an international long-distance calling service; Carrier Services, a wholesale provider of international voice and SMS termination, and outsourced traffic management solutions to telecoms; and net2phone-Platform Services, which offer telephony services to cable operators and others, as well as smaller communications and payments offerings. IDT Corporation was founded in 1990 and is headquartered in Newark, New Jersey.Show more
- Revenue$1.23B+2.1%
- EBITDA$121M+42.7%
- Net Income$76M+18.1%
- EPS (Diluted)3.01+18.5%
- Gross Margin36.23%+12.0%
- EBITDA Margin9.86%+39.7%
- Operating Margin8.15%+51.8%
- Net Margin6.18%+15.6%
- ROE25.49%-5.7%
IDT Price & Volume
IDT Corporation (IDT) stock price & volume — 10-year historical chart
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Digital Pivot Offsets Legacy Communications Revenue Decline
Investment Thesis • Updated 2026Q3
VerdictNeutral
Growth:Stable
Profitability:Moderate
Financial:Fortress
Cash Flow:Mixed
Primary Risk:Regulatory and immigration policy
Key Thesis Takeaways
- IDT Corporation is successfully transitioning from a legacy telecommunications provider toward higher-margin Fintech and UCaaS platforms, evidenced by a gross margin expansion from 31.1% in 2024Q3 to 38.8% in 2026Q3.
- While the company maintains a fortress balance sheet with $343.3 million in cash and negligible debt, investors should monitor the persistent volatility in operating cash flow and the reliance on non-operating items to drive net income.
- The long-term outlook remains contingent on the firm's ability to scale its digital services to fully displace the secular decline of its traditional carrier traffic.
Verdict Logic
while the company's debt-free status and $343.3 million cash position provide significant security, the current 19.05 P/E ratio and inconsistent free cash flow margins suggest that the market has already priced in much of the ongoing digital transformation.
IDT Growth Metrics
IDT Corporation (IDT) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-2.56%
5 Years-1.76%
3 Years-3.35%
TTM4.24%
Profit CAGR
10 Years-1.04%
5 Years28.84%
3 Years41.2%
TTM-14.81%
EPS CAGR
10 Years-1.86%
5 Years30.02%
3 Years42.97%
TTM-13.98%
Return on Capital
10 Years24.16%
5 Years33.49%
3 Years29.85%
Last Year33.26%
IDT Recent Earnings
IDT Corporation (IDT) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 3/12 qtrs (75%)●Beat Revenue 4/12 qtrs (100%)
Q3 2026Latest
Jun 3, 2026Metric
Actual
Est
EPS
$0.94+5.6%
$0.89
Rev
$316M+2.5%
$308M
Q2 2026
Mar 10, 2026Metric
Actual
Est
EPS
$1.00+11.1%
$0.90
Rev
$321M+6.1%
$302M
Q4 2025
Dec 4, 2025Metric
Actual
Est
EPS
$0.94+6.8%
$0.88
Rev
$323M+4.8%
$308M
Q4 2025
Sep 29, 2025Metric
Actual
Est
EPS
$0.76-16.5%
$0.91
Rev
$317M+2.1%
$310M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 3, 2026 | $0.94vs $0.89+5.6% | $316Mvs $308M+2.5% |
| Q2 2026 | Mar 10, 2026 | $1.00vs $0.90+11.1% | $321Mvs $302M+6.1% |
| Q4 2025 | Dec 4, 2025 | $0.94vs $0.88+6.8% | $323Mvs $308M+4.8% |
| Q4 2025 | Sep 29, 2025 | $0.76vs $0.91-16.5% | $317Mvs $310M+2.1% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for IDT Corporation (IDT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $61.08 | $1.52B | 20.29 | 2.13% | 6.18% | 25.49% | 0.36% | |
| $1.97 | $278.14M | 197.00 | 2.89% | 0.22% | 1.2% | — | |
| $6.44 | $6.63B | -3.68 | -5.39% | -14.34% | -79.42% | — | |
| $20.20 | $554.99M | 87.83 | 6.52% | 3.17% | 10.01% | — | |
| $21.40 | $472.82M | 38.21 | -7.29% | 8.26% | 3.67% | — | |
| $7.95 | $2.49B | 5.20 | -4% | 10.89% | 47.95% | — |
Compare IDT vs Peers
IDT Corporation (IDT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
IDT SEC Filings & Documents
IDT Corporation (IDT) SEC filings — annual & quarterly reports (10-K, 10-Q)
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IDT Frequently Asked Questions
IDT Corporation (IDT) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is IDT Corporation's revenue?
IDT Corporation (IDT) reported $1.28B in revenue for fiscal year 2025. This represents a 2111% increase from $57.7M in 1996.
How fast is IDT Corporation growing?
IDT Corporation (IDT) grew revenue by 2.1% over the past year. Growth has been modest.
Is IDT profitable?
Yes, IDT Corporation (IDT) is profitable, generating $81.8M in net income for fiscal year 2025 (6.2% net margin).
Dividend & Returns
Does IDT pay dividends?
Yes, IDT Corporation (IDT) pays a dividend with a yield of 0.36%. This makes it attractive for income-focused investors.
What is IDT's return on equity?
IDT Corporation (IDT) has a return on equity (ROE) of 25.5%. This is excellent, indicating efficient use of shareholder capital.
What is IDT Corporation's free cash flow?
IDT Corporation (IDT) generated $40.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.