The mixed print (revenue beat, EPS miss) and raised guidance suggest underlying operational strength in growth segments offset by flat GAAP EPS. The guidance raise is the key positive catalyst. Monitor the Q4 FY2026 print for continued momentum in NRS recurring revenue and Fintech digital channel growth, which are the primary drivers of the raised outlook.
Price Chart
Executive Summary
IDT reported Q3 FY2026 (April 30, 2026) results with revenue of $315.7M (+5% YoY) and GAAP EPS of $0.87, essentially flat vs $0.86 a year ago. The headline EPS of $0.87 missed the consensus estimate of $0.89 by -2.2%, while revenue of $315.7M beat the $308.0M estimate by +2.5%. The company raised its FY2026 Adjusted EBITDA guidance to $150-$152M (from $147-$149M), signaling confidence in continued operational momentum across its growth segments.
Key Financial Metrics
Key Facts
- Revenue: $315.7M (+5% YoY), beat consensus of $308.0M by +2.5%
- GAAP EPS: $0.87 (vs $0.86 YoY), missed consensus of $0.89 by -2.2%
- Non-GAAP EPS: $0.94 (vs $0.90 YoY)
- Adjusted EBITDA: $37.5M (+13% YoY)
- FY2026 Adjusted EBITDA guidance raised to $150-$152M (from $147-$149M), midpoint +15% YoY
- NRS recurring revenue +22% YoY to $36.0M; Fintech revenue +17% YoY to $45.0M; net2phone subscription revenue +12% YoY to $24.0M
- Traditional Communications revenue -1% YoY to $208.3M; gross profit -7% YoY
- Dividend increased to $0.07/share from $0.06/share
- No outstanding debt; $251.4M in cash, cash equivalents, and current securities
- Repurchased ~84,000 shares for $4.0M in the quarter
Financial Impact
Revenue beat consensus by $7.7M (+2.5%); EPS missed by $0.02 (-2.2%); guidance raised by $3M at midpoint to $150-$152M Adjusted EBITDA
Risk Factors
- Traditional Communications segment revenue and gross profit continue to decline YoY, acting as a drag on consolidated results
- Operating cash flow declined to $18.5M from $75.7M in the prior year quarter due to working capital timing; adjusted operating cash flow also down to $16.0M from $66.1M
- Corporate G&A expense increased 22% YoY due to higher stock-based compensation
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-019382 |
| Document: idt20260423_8k.htm | 0001437749-26-019382 |
| Document: 0001437749-26-019382-index-headers.html | 0001437749-26-019382 |
| Document: 0001437749-26-019382-index.html | 0001437749-26-019382 |
| Document: 0001437749-26-019382.txt | 0001437749-26-019382 |
| 8-K Data (Synthetic) | 0001437749-26-019382 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | Press Release | $68.73 $79.97 | ▲ +16.35% | ▲ +17.47% | $78.98 (+14.91%) |
Aug 24, 2026 5w ago | Press Release | $69.38 $68.84 | ▼ −0.78% | ▼ −2.02% | $78.98 (+13.84%) |
Jul 21, 2026 10w ago | Insider Cluster | $63.35 $66.65 | ▲ +5.21% | ▲ +2.65% | $78.98 (+24.67%) |
Jul 1, 2026 13w ago | Insider Cluster | $57.95 $67.10 | ▲ +15.79% | ▲ +17.98% | $78.98 (+36.29%) |
Jun 15, 2026 15w ago | Insider Cluster | $52.76 $61.40 | ▲ +16.38% | ▲ +17.13% | $78.98 (+49.70%) |
Jun 11, 2026 16w ago | Institutional Cluster | $54.63 $61.10 | ▲ +11.84% | ▲ +10.06% | $78.98 (+44.57%) |
Jun 11, 2026 16w ago | 8-K | $54.63 $61.10 | ▲ +11.84% | ▲ +10.06% | $78.98 (+44.57%) |
Jun 10, 2026 16w ago | Press Release | $55.50 $59.97 | ▲ +8.05% | ▲ +4.43% | $78.98 (+42.31%) |
Jun 3, 2026 17w ago | 8-K | $55.57 $58.82 | ▲ +5.85% | ▲ +7.22% | $78.98 (+42.13%) |
Jun 3, 2026 17w ago | Press Release | $54.03 $58.82 | ▲ +8.87% | ▲ +9.87% | $78.98 (+46.18%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access