IDT CORP — Form 8-K
Filed September 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
IDT Corporation reported fiscal year 2026 revenue of $1,298.0M (+5% YoY), gross profit of $496.8M (+11%), income from operations of $121.2M (+21%), and Adjusted EBITDA of $154.6M (+17%). Net income attributable to IDT was $86.6M (+14%) with diluted EPS of $3.46 (+15%). For FY2027, IDT guides gross profit to $545M–$555M (double-digit growth) and Adjusted EBITDA to $176M–$180M. The company holds $271.9M in unrestricted cash with zero debt. NRS segment drove growth with revenue +24% to $159.4M and Adjusted EBITDA +30% to $45.8M; Fintech segment revenue +14% to $176.0M with Adjusted EBITDA +41% to $26.2M; net2phone subscription revenue +11% to $94.9M; Traditional Communications grew Adjusted EBITDA for second consecutive year to $77.3M (+1%).
Why this rating
Strong operational execution with double-digit growth in key metrics and record profitability; FY2027 guidance suggests sustained momentum. However, magnitude is moderate relative to $884.8M market cap—represents ~17.5% of market cap in annual EBITDA, meaningful but not transformational.
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