IDT Corporation Reports Record Fourth Quarter and Fiscal Year 2026 Results
IDT reported record 4Q26 results with revenue up 7% to $339.0 million, gross profit up 18% to $134.8 million, and income from operations up 52% to $33.2 million; GAAP EPS rose to $0.87 from $0.67. Growth segments led the quarter: NRS revenue rose 31% to $45.0 million with Adjusted EBITDA up 47%, BOSS Money digital revenue grew 22%, and net2phone subscription revenue climbed 10% as it approaches a $100 million ARR milestone expected this quarter. Management guided FY27 to gross profit of $545-$555 million and Adjusted EBITDA of $176-$180 million, and declared a $0.07 per-share quarterly dividend.
Key figures
- Eps
- 0.87
- Revenue
- 339000000
- Guidance
- FY27 gross profit $545M-$555M (double-digit growth); Adjusted EBITDA $176M-$180M
- Revenue Yoy
- 7%
- Fy revenue
- 1298000000
- Fy gaap eps
- 3.46
- Nrs q4 revenue
- 45000000
- Nrs rule of 40
- 60
- Fy non gaap eps
- 3.82
- Gross profit q4
- 134800000
- Non gaap eps q4
- 0.94
- Fy buyback value
- $21.0 million
- Outstanding debt
- none
- Fy buyback shares
- 421938
- Adjusted ebitda q4
- 41200000
- Dividend per share
- 0.07
- Fintech q4 revenue
- 47100000
- Fy adjusted ebitda
- 154600000
- Nrs q4 revenue yoy
- 31%
- Cash and investments
- 271900000
- Gross profit margin q4
- 39.8%
- Operating income yoy q4
- 52%
- Fy income from operations
- 121200000
- Income from operations q4
- 33200000
- Fy net income attributable to idt
- 86600000
- Net2phone q4 subscription revenue
- 24500000
AI analysis
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