IDT earnings analysis
What we found in IDT's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
IDT Corporation's Q3 2026 results show a positive trajectory with revenue of $315.7 million, up 4.6% from the prior quarter and exceeding estimates. Diluted EPS also improved to $0.94, surpassing analyst expectations, driven primarily by strong growth in recurring revenue from National Retail Solutions and fintech segments, despite a slight decline in the Traditional Communications segment.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Revenue Exceeds Estimates
- Q3 2026 revenue reached $315.7 million, exceeding estimates of $308 million.
- Diluted EPS Beats Forecasts
- Diluted EPS for the quarter was $0.94, beating the consensus estimate of $0.89.
- Growth in Recurring Revenue
- Recurring revenue from National Retail Solutions increased by 22.4% year-over-year.
- Strong Performance in Fintech
- Total revenue from the Fintech segment grew 16.6% to $45 million.
- Increased Capital Expenditures
- Anticipated total capital expenditures increased to $23-24 million for the upcoming year.
- Working Capital Remains Strong
- Working capital stands at $284.7 million, providing liquidity for operational needs.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Decline in BOSS Revolution Revenue
- Revenue from BOSS Revolution fell by 16.1% year-over-year, indicating a potential trend.
- Increased Operating Expenses
- Selling, general and administrative expenses rose sharply, impacting overall margins.
- AI Integration Risks
- Management noted risks associated with the integration and compliance related to AI technologies.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $0.94
- Gross margin
- 37.8%
- Operating margin
- 8.5%
- Segment
- NRS
- Segment
- Fintech
- Segment
- net2phone
- Segment
- Traditional Communications
What they said about what is next.
While no numeric guidance was provided, the company raised full-year 2026 Adjusted EBITDA guidance to $150-$152 million.
The filing reads better than the one before it.
What came before.
- 10-Q · March 12, 2026
- IDT's Q2 2026 results showed robust performance with revenue of $320.5 million, surpassing estimates by 6.1%, and EPS of $1.00, beating expectations by 11.1%. The segments of NRS and net2phone exhibited strong growth,…
- 10-Q · December 10, 2025
- IDT Corporation reported strong Q1 2026 results, with revenues increasing by 2.0% quarter-over-quarter to $322.8 million and EPS growth to $0.94, surpassing estimates by 6.8%. The firm’s revenue growth was driven by…
- 10-K · September 29, 2025
- IDT Corporation's 10-K report for the fiscal year ending July 31, 2025, shows a strong performance with a notable revenue increase to $1.231 billion, driven primarily by growth in the Fintech and NRS segments, despite…
- 10-Q · June 9, 2025
- IDT Corporation's Q3 2025 results showed robust performance with revenues of $301.985 million and EPS of $0.90, surpassing estimates. The company experienced growth in both the NRS and fintech segments, although the…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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