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IDT Corp (IDT) stock

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NYSE: IDT NYSE Integrated Telecommunication Services Next results ~December 3, 2026

C+ Fundamentals grade

IDT Corp is a US-listed company in the integrated telecommunication services industry. Its financial year ends in July.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$61

Cash-flow model

Base case. Range ~$48–$78 across our lower- and higher-growth cases (-1.5%–8.5% a year).

Price vs value

Overvalued

The price is above our entire value range; our base value is 25% below it.

Price used: $81.25, November 3, 2026

IDT Corp valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 9 selling0 purchases and 29 sales by directors and officers, last 12 monthsInsider trades
  • Funds107 adding, 90 cuttingOf 44 active managers that changed their stake, 17 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter IDT files

Where IDT stands after its latest 10-K

Revenue for the twelve months to July 2026 was $1.30bn, up 5.4% on a year earlier, faster than the 4.2% growth a quarter earlier. Free-cash-flow margin fell to 5.2% from 8.6% a year earlier. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 2 of our 2 financial-health checks. Our cash-flow model value is $61.49 a share, against a share price of $82.22. At that price, our model says the market is pricing in about 9.1% a year of cash-flow growth for five years, faster than the -2.2% a year revenue growth it has delivered.

Source: 10-K filed September 29, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~December 3, 2026 (estimated)

IDT Corp's trailing-twelve-month revenue grew 5.4% year on year, with a free-cash-flow margin of 5.2%. Where it stands out: days sales outstanding of 17 days ranks 2 of 12 integrated telecommunication services companies we cover.

Our discounted-cash-flow model values the business at ~$61 per share in the base case (~$48–$78 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow fell 36.1% while net income grew 13.8%: a 50pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Shrinking share count. Diluted shares fell 1.1% in a year, so each share owns more of the business.
  • Net cash. Cash exceeds long-term debt by $0.2bn.

Things to watch

  • Priced above our value. The share price of $82.27 is 26% above our value per share of $61.
  • Weak cash conversion. Free cash flow was 78% of net income over the last 12 months.
  • Below peers: free-cash-flow margin. Free-cash-flow margin of 5.2% ranks 12 of 15 integrated telecommunication services companies we cover (median 13.8%).

Latest results: FY2026 Q4

Filed September 29, 2026
Earnings per share
$0.94 against an average estimate of $0.98: missed by 4.1%
Revenue
$339m, up 7.1% on a year earlier
Share reaction
+12.0% in the first session after the results on September 28, 2026, against -0.9% for the S&P 500
Guidance given
consolidated gross profit $545m to $555m (FY 2027); adjusted EBITDA $176m to $180m (FY 2027)
Next report
December 3, 2026; average EPS estimate $1.03

IDT's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-1.2%
  • 1 week+0.9%
  • 1 month+3.0%
  • This year+61.2%
  • 1 year+59.7%
  • 5 years+48.5%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.3B
Operating margin
9.3%
Net margin
6.7%
EPS (TTM, diluted)
$3.46

Growth

Revenue growth
+5.4%
Change in growth rate
+1.2 pts
Share count change
−1.1%

Cash

Free cash flow (TTM)
$68M
FCF margin
5.2%
Stock pay % of revenue
0.8%

Earnings

Last results
September 28, 2026
Next results (est.)
December 29, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Results
  3. Guidance
  4. Announcement
  5. Results
  6. Announcement
  7. Product
  8. Agreement
  9. Announcement
  10. Announcement
  11. Announcement
  12. Announcement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

IDT Corp valuation models and calculator

What the price is pricing in

The share price implies about 9.0% a year of cash-flow growth for five years.That is faster than the -2.2% a year revenue growth IDT has delivered.

  • Priced in9.0%
  • Last 12 months5.4%
  • 3 years a year1.6%
  • 5 years a year-2.2%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($81.25, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Sell12-month view
12-month price target
~$61
Price used
$81.25close November 3, 2026
Implied change
▼ 25%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of IDT Corp's free cash flow after stock-based pay with after-tax interest added back ($74.3M, FY2026 Q4 TTM), growing 3% and 3.1% in the next two years (forecasts, guidance and its record), then back to 3.5% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$48–~$78 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of IDT Corp's free cash flow after stock-based pay ( $74.3M, FY2026 Q4 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value IDT Corp as an operating company, with every model that fits that kind of business. Cost of equity 8.3%: the 10-year Treasury yield (4.9%) plus a beta of 0.76 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$61 ~$48–$78 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. ~$31 ~$34–$65 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$93 ~$64–$140 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$60 ~$51–$74 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$61 ~$31–$93 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare IDT Corp with Integrated Telecommunication Services in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −22%
  • Revenue growth 5 points higher ▲ +29%
  • Free-cash-flow margin 1 point lower ▼ −17%
  • Last year's free-cash-flow margin change, if it persists ▼ −36%
  • Discount rate 1 point higher ▼ −13%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $51$66$86$113$148$194
8.5% $41$52$66$86$111$143
10% $34$43$54$69$88$112

Valuation multiples over time Market data may be delayed

At fiscal year end 20162017201820192020202120222023202420252026
Share price$11.49$11.72$5.18$10.03$6.43$49.16$25.70$23.42$37.84$58.57$65.80
Market value$262m$273m$128m$254m$170m$1.3bn$677m$599m$961m$1.5bn$1.6bn
+ Net debt (− = net cash)−$104m−$90m−$74m−$80m−$85m−$107m−$98m−$104m−$165m−$227m−$221m
Enterprise value$158m$183m$54m$174m$85m$1.2bn$579m$495m$797m$1.3bn$1.4bn
Multiples
Price / sales 0.2x0.2x0.1x0.2x0.1x0.9x0.5x0.5x0.8x1.2x1.3x
Price / earnings 11.2x33.4x30.4xn/m7.9x13.3x25.1x14.8x14.9x19.5x19.0x
Price / free cash flow 8.5x20.8x—3.8x—25.7x90.0x19.7x16.2x13.9x24.2x
EV / EBITDA 3.4x6.7x1.7x8.0x2.2x15.7x7.4x6.1x9.4x10.3x10.0x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

38 /100

Weak moat

How hard IDT's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 9 / 20

    Net income has been a median 6.7% of total assets over 10 years.

  • Pricing power 6 / 20

    Gross margin has been a median 32.4%, moving by 7.9 percentage points (standard deviation) across 5 years.

  • Durability 0 / 20

    Operating margin has been a median 4.2%; its worst year was -0.1%.

  • Cash conversion 10 / 20

    Free cash flow was positive in 8 of 10 years, at a median 3.0% of revenue.

  • Discipline 18 / 20

    The diluted share count fell 4.0% over five years; stock-based pay has been a median 0.2% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (43 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: December 3, 2026, after the close. Analysts expect revenue of $331m and EPS of $1.03 (range $1.03 to $1.03) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $4.22 +11% $1.3bn +2%
Next $4.46 +6% $1.3bn +1%

Next year's EPS estimate has moved +4.9% in 90 days, across 1 analysts.

Earnings against estimates

Quarter toEstimateActualSurprise
Jul 2026 $0.98 $0.94 −4.1%
Apr 2026 $0.89 $0.94 +5.6%
Jan 2026 $0.90 $1.00 +11.1%
Oct 2025 $0.88 $0.94 +6.8%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, September 28, 2026
  • consolidated gross profit FY 2027 $545m to $555m
    “For FY 2027, IDT expects to again grow consolidated gross profit by double digits, consistent with its average annual growth rate over the past several years, to a range of $545 million to $555 million.” source
  • Adjusted EBITDA FY 2027 $176m to $180m Non-GAAP
    “Building on record Adjusted EBITDA of $154.6 million in FY 2026, IDT's fiscal 2027 guidance reflects continued, strong profitability growth, with Adjusted EBITDA expected to range from $176 million to $180 million, with each operating segment contributing to that growth.” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

How our valuation uses these forecasts

Our cash-flow model grows IDT Corp's revenue by +3.0% next year and +3.1% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+2.4%, weight 45%) and the company's own record (+3.5%, weight 55%) . How the weights are set.

Analyst recommendations

1 analysts, Oct 2026
Buy1100%
Hold00%
Sell00%

Monthly trend

  1. Oct 202611
  2. Sep 202611

Counts of recommendations published by analysts covering IDT Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
4.7%
of tradable shares
Days to cover
2.32
at average volume
Short interest, 1 month
+39%
to September 30, 2026
Held by institutions
61%
of shares
Held by insiders
12.5%
of shares
Employees
1,965
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +63.2%

$50.42 on October 31, 2025 to $82.27

ThenNowEffect
Revenue (last 12 months) $1.2bn $1.3bn +5.4%
Net margin 6.2% 6.7% +8.0%
P/E multiple 16.8x 23.8x +41.8%
Share count 25m 25m +1.1%

Biggest factor: p/e multiple.

Last 3 years +188.1%

$28.56 on November 3, 2023 to $82.27

ThenNowEffect
Revenue (last 12 months) $1.2bn $1.3bn +4.8%
Net margin 3.3% 6.7% +104.2%
P/E multiple 18.0x 23.8x +31.7%
Share count 26m 25m +2.2%

Biggest factor: net margin.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
IDT+257%−36%+21%+40%+8%+61%
Industry peers (median)−6%−58%+3%+8%+9%−10%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
IDT75%42%50%67%50%82%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
IDT−37%−51%−37%−15%−33%−10%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 73% from November 23, 2016 to May 31, 2018. Getting back needed a 269% gain, reached on February 8, 2021, 984 days after the low.

Price behaviour

52-week range
$47.08 – $84.46
From 52-week high
−2.6%
vs 50-day average
+9.6%
vs 200-day average
+38.3%
Volatility (1 year)
27%
Beta vs S&P 500
0.24

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
7 up, 5 down
typical move ±8.1%
After a week
9 up, 3 down
typical move ±8.4%
After a month
7 up, 5 down
typical move ±10.6%
Results releasedNext dayS&P 500 next day5 days21 days
September 28, 2026 +12.0% −0.9% +18.8% +19.5%
June 3, 2026 +0.3% −0.3% +0.3% +8.9%
March 10, 2026 −1.8% −0.3% −5.4% −1.3%
December 4, 2025 −2.5% +0.3% +2.0% +3.0%
September 29, 2025 −16.3% +0.7% −22.4% −18.7%
June 5, 2025 +16.6% +0.5% +10.1% +11.9%
March 6, 2025 +9.4% −1.2% +2.2% +5.3%
December 4, 2024 +5.4% +0.5% +1.7% −7.2%
October 8, 2024 +22.3% +1.6% +22.8% +31.7%
June 5, 2024 −5.9% +1.2% −8.3% −8.6%
March 6, 2024 −1.6% +1.5% +2.6% 0.0%
December 5, 2023 +2.6% −0.4% +4.5% +11.0%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How IDT Corp’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 3, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: rated Sell.

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: no liquid put and call pair for the same expiry.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

IDT Corp in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) IDT Corp
$1.2B $1.3B $1.3B FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 Revenue (TTM), FY24 Q1: $1.2B Revenue (TTM), FY24 Q2: $1.2B Revenue (TTM), FY24 Q3: $1.2B Revenue (TTM), FY24 Q4: $1.2B Revenue (TTM), FY25 Q1: $1.2B Revenue (TTM), FY25 Q2: $1.2B Revenue (TTM), FY25 Q3: $1.2B Revenue (TTM), FY25 Q4: $1.2B Revenue (TTM), FY26 Q1: $1.2B Revenue (TTM), FY26 Q2: $1.3B Revenue (TTM), FY26 Q3: $1.3B Revenue (TTM), FY26 Q4: $1.3B $1.3B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY24 Q1 $1.2B
FY24 Q2 $1.2B
FY24 Q3 $1.2B
FY24 Q4 $1.2B
FY25 Q1 $1.2B
FY25 Q2 $1.2B
FY25 Q3 $1.2B
FY25 Q4 $1.2B
FY26 Q1 $1.2B
FY26 Q2 $1.3B
FY26 Q3 $1.3B
FY26 Q4 $1.3B
Revenue growth, TTM YoY IDT Corp
-10% -5% 0% 5% 10% FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 Revenue growth, TTM YoY, FY24 Q1: -7.4% Revenue growth, TTM YoY, FY24 Q2: -7.1% Revenue growth, TTM YoY, FY24 Q3: -5.0% Revenue growth, TTM YoY, FY24 Q4: -2.7% Revenue growth, TTM YoY, FY25 Q1: -0.3% Revenue growth, TTM YoY, FY25 Q2: 1.7% Revenue growth, TTM YoY, FY25 Q3: 1.9% Revenue growth, TTM YoY, FY25 Q4: 2.1% Revenue growth, TTM YoY, FY26 Q1: 2.5% Revenue growth, TTM YoY, FY26 Q2: 3.3% Revenue growth, TTM YoY, FY26 Q3: 4.2% Revenue growth, TTM YoY, FY26 Q4: 5.4% 5.4%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY24 Q1 -7.4%
FY24 Q2 -7.1%
FY24 Q3 -5.0%
FY24 Q4 -2.7%
FY25 Q1 -0.3%
FY25 Q2 1.7%
FY25 Q3 1.9%
FY25 Q4 2.1%
FY26 Q1 2.5%
FY26 Q2 3.3%
FY26 Q3 4.2%
FY26 Q4 5.4%
Operating margin (TTM) IDT Corp
4% 6% 8% 10% FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 Operating margin (TTM), FY24 Q1: 4.7% Operating margin (TTM), FY24 Q2: 4.6% Operating margin (TTM), FY24 Q3: 4.7% Operating margin (TTM), FY24 Q4: 5.4% Operating margin (TTM), FY25 Q1: 5.9% Operating margin (TTM), FY25 Q2: 6.8% Operating margin (TTM), FY25 Q3: 8.1% Operating margin (TTM), FY25 Q4: 8.2% Operating margin (TTM), FY26 Q1: 8.7% Operating margin (TTM), FY26 Q2: 8.5% Operating margin (TTM), FY26 Q3: 8.6% Operating margin (TTM), FY26 Q4: 9.3% 9.3%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY24 Q1 4.7%
FY24 Q2 4.6%
FY24 Q3 4.7%
FY24 Q4 5.4%
FY25 Q1 5.9%
FY25 Q2 6.8%
FY25 Q3 8.1%
FY25 Q4 8.2%
FY26 Q1 8.7%
FY26 Q2 8.5%
FY26 Q3 8.6%
FY26 Q4 9.3%
FCF margin (TTM) IDT Corp
0% 5% 10% FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 FCF margin (TTM), FY24 Q1: 2.3% FCF margin (TTM), FY24 Q2: 3.3% FCF margin (TTM), FY24 Q3: 4.7% FCF margin (TTM), FY24 Q4: 4.9% FCF margin (TTM), FY25 Q1: 3.6% FCF margin (TTM), FY25 Q2: 2.9% FCF margin (TTM), FY25 Q3: 8.2% FCF margin (TTM), FY25 Q4: 8.6% FCF margin (TTM), FY26 Q1: 7.7% FCF margin (TTM), FY26 Q2: 8.9% FCF margin (TTM), FY26 Q3: 4.3% FCF margin (TTM), FY26 Q4: 5.2% 5.2%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY24 Q1 2.3%
FY24 Q2 3.3%
FY24 Q3 4.7%
FY24 Q4 4.9%
FY25 Q1 3.6%
FY25 Q2 2.9%
FY25 Q3 8.2%
FY25 Q4 8.6%
FY26 Q1 7.7%
FY26 Q2 8.9%
FY26 Q3 4.3%
FY26 Q4 5.2%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2026, from the 10-K

Each dollar IDT took in during FY2026, followed through to profit: what it cost to make, what went on research and running the business, and what was left after tax.

  1. Revenue $1.3B
  2. Cost of revenue $801M · 61.7%
  3. Gross profit $497M · 38.3%
  4. Research and development $55.7M · 4.3%
  5. Selling, general and admin $318M · 24.5%
  6. Operating income $121M · 9.3%
  7. Income tax $34.9M · 2.7%
  8. Net income $86.6M · 6.7%

Shares of revenue. Source: IDT's 10-K for FY2026, as filed with the SEC.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2010 Jul 2010 2011 Jul 2011 2012 Jul 2012 2013 Jul 2013 2014 Jul 2014 2015 Jul 2015 2016 Jul 2016 2017 Jul 2017 2018 Jul 2018 2019 Jul 2019 2020 Jul 2020 2021 Jul 2021 2022 Jul 2022 2023 Jul 2023 2024 Jul 2024 2025 Jul 2025 2026 Jul 2026
Income
Revenue 1,194 1,351 1,506 1,621 1,652 1,597 1,496 1,502 1,547 1,409 1,346 1,447 1,364 1,239 1,206 1,231 1,298
Gross profit 226 232 237 265 284 268 250 226 241 — — — 325 357 390 446 497
EBITDA 34 28 10 44 46 111 47 27 31 22 38 75 78 81 85 121 143
Operating income 1 7 −7 29 30 93 26 6 8 −1 18 57 60 61 65 100 121
Net income 20 27 39 12 19 84 24 8 4 0 21 96 27 40 64 76 87
Diluted EPS $0.94 $1.19 $1.75 $0.52 $0.82 $3.63 $1.03 $0.35 $0.17 $0.01 $0.81 $3.70 $1.03 $1.58 $2.54 $3.01 $3.46
Growth (year on year)
Revenue — +13.2% +11.5% +7.6% +1.9% −3.3% −6.3% +0.4% +3.0% −8.9% −4.5% +7.5% −5.7% −9.2% −2.7% +2.1% +5.4%
EBITDA — −17.1% −66.3% — +4.2% +141.5% −58.1% −41.7% — −30.6% — +94.9% +4.6% +3.4% +5.2% +42.7% +17.4%
Operating income — — — — — — −71.8% — — — — — +5.4% +1.1% +6.6% +55.1% +20.7%
Net income — — — −70.0% — — −72.2% — — — — — −72.0% — +59.2% +18.1% +13.8%
Diluted EPS — — — −70.3% — — −71.6% — — — — — −72.2% — +60.8% +18.5% +15.0%
Margins
Gross margin 19.0% 17.2% 15.8% 16.4% 17.2% 16.8% 16.7% 15.1% 15.6% — — — 23.8% 28.8% 32.4% 36.2% 38.3%
EBITDA margin 2.9% 2.1% 0.6% 2.7% 2.8% 7.0% 3.1% 1.8% 2.0% 1.5% 2.8% 5.2% 5.7% 6.5% 7.1% 9.9% 11.0%
Operating margin 0.1% 0.5% −0.5% 1.8% 1.8% 5.8% 1.8% 0.4% 0.5% −0.1% 1.3% 3.9% 4.4% 4.9% 5.4% 8.2% 9.3%
Net margin 1.7% 2.0% 2.6% 0.7% 1.1% 5.3% 1.6% 0.5% 0.3% 0.0% 1.6% 6.7% 2.0% 3.3% 5.3% 6.2% 6.7%
Free-cash-flow margin 2.6% 2.7% 1.6% 2.6% 1.7% 0.1% 2.1% 0.9% −0.0% 4.7% −3.4% 3.4% 0.6% 2.5% 4.9% 8.6% 5.2%
Cash flow
Cash from operations 39 50 35 57 46 31 49 36 20 85 −30 67 29 52 78 127 91
Capital spending 8 13 11 15 17 29 18 23 21 19 16 17 22 22 19 21 23
Free cash flow 31 37 24 43 29 2 31 13 −0 66 −46 50 8 30 59 106 68
Stock-based pay 2 4 3 6 5 5 3 4 4 2 4 1 2 5 7 3 11
Free cash flow after stock pay 29 33 20 37 23 −3 28 9 −4 64 −49 48 6 26 52 103 57
Balance sheet
Cash 209 220 158 152 154 110 104 90 74 80 85 107 98 104 165 227 221
Total debt 0 31 31 28 7 13 — 0 0 0 0 0 0 0 0 0 0
Net debt (negative = net cash) −209 −189 −127 −123 −147 −98 −104 −90 −74 −80 −85 −107 −98 −104 −165 −227 −221
Diluted shares 22m 22m 22m 22m 23m 23m 23m 23m 25m 25m 26m 26m 26m 26m 25m 25m 25m
Returned to shareholders
Dividends — 15 15 17 14 48 17 18 14 — — — — — 3 6 7
Buybacks 2 0 3 1 1 3 5 2 2 4 4 4 26 14 11 18 —
Total returned 2 15 18 18 15 51 22 20 16 4 4 4 26 14 13 23 7

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 2 checks passed · July 31, 2026
What it owns · $764m
Short-term assets $655mLonger-term assets $109m
What it owes, and who funded it · $734m
Short-term liabilities $352mLonger-term liabilities $4mShareholders' equity $377m
  • Short-term assets cover short-term liabilities $655m of assets due within a year against $352m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $655m short-term assets against $4m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From IDT Corp's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$21.4M
Dividends (TTM)
$6.5M
Returned to shareholders
24%
of free cash flow
Buybacks, last 3 fiscal years
$42.3M
Diluted share count
−1.1%
year over year
Total shareholder yield
1.4%
dividends 0.3% + buybacks 1.0% of market value
Dividend payout ratio
8%
of net income paid out
R&D spending
4.3%
of revenue
Sales & admin spending
24.5%
of revenue
Days sales outstanding
17 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in integrated telecommunication services
Last 12 months unless stated IDT KYIV ATNI IQST VEON SHEN Median
Revenue, last 12 months $1.3bn $1.2bn $734m $394m $4.4bn $371m $4.6bn
Revenue growth, last 12 months 5.4% 25.9% 2.0% 39.3% 9.9% 5.5% 3.3%
Revenue growth, 3-year average 1.6% — −0.6% 54.2% — 13.7% 1.9%
Revenue growth, latest quarter 7.1% — 1.8% 51.1% — 4.6% 5.3%
Gross margin 38.3% — — 2.7% — 67.0% 61.2%
Operating margin 9.3% 23.7% 37.7% −1.3% 32.7% −3.9% 20.3%
Operating margin, 3-year average 7.6% — 13.0% −0.7% 24.9% −6.3% 16.7%
Net margin 6.7% 10.7% 22.5% −2.2% 13.4% −10.2% 10.5%
Cash from operations / revenue 7.0% 48.2% 17.4% −1.0% 70.2% 28.4% 28.5%
Free-cash-flow margin 5.2% 26.9% 5.6% −1.0% 54.4% −58.5% 13.9%
Free-cash-flow margin, 3-year average 6.3% — 2.5% −1.1% — −67.8% 10.2%
Stock pay / revenue 0.8% — 1.0% 0.2% — 2.8% 0.8%
Change in share count −1.1% 4.4% 1.1% 208.2% −0.9% 1.0% 0.5%

Median of all 16 companies we cover in integrated telecommunication services. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

16 integrated telecommunication services companies
Measure Company Peer median Rank
Revenue growth Growth 5.4% 3.5% 7 of 16
Change in growth rate Growth +1.2pp +0.9pp 7 of 16
Gross margin Profitability 38.3% 62.1% 6 of 8
Operating margin Profitability 9.3% 20.3% 11 of 15
Net margin Profitability 6.7% 10.7% 11 of 16
Free-cash-flow margin Cash generation 5.2% 13.8% 12 of 15
Stock pay as % of revenue Cash generation 0.8% 0.8% 5 of 9
Change in share count Balance sheet -1.1% 0.0% 4 of 15
Days sales outstanding Balance sheet 17 days 33 days 2 of 12

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to July 31, 2026
Segments
Line of business Revenue Share YoY
Traditional Communications $866M 66.7% ▲ 0.7%
Fintech $176M 13.6% ▲ 13.8%
National Retail Solutions $159M 12.3% ▲ 23.8%
Net2phone $96.6M 7.4% ▲ 10.0%
Geography
Region Revenue Share YoY
United States $1B 79.8% ▲ 6.5%
Outside the US $263M 20.2% ▲ 1.2%
United Kingdom $160M 60.8% ▼ 13.3%
Other $103M 39.2% ▲ 36.9%

From IDT Corp's 10-K filed September 29, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$815M
Institutions reporting
197
Shares held vs prior quarter
▲ 4.9%
Positions opened / closed
21 / 25

Top buyers and sellers, Q2 2026: 107 institutions bought and 90 sold ; the biggest buyer was First Trust Advisors LP (+452K shares) and the biggest seller Cooke & Bieler LP (−167K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $112M 1.9M 13.7% ▲ 8.4%
Vanguard Capital Management LLC $51.6M 887K 6.3% ▲ 0.7%
Renaissance Technologies LLC $51.1M 879K 6.3% ▼ 7.1%
Dimensional Fund Advisors LP $45.4M 780K 5.6% ▼ 1.0%
Geode Capital Management, LLC $38M 653K 4.7% ▲ 8.0%
State Street Corp $35.9M 617K 4.4% ▲ 15.4%
First Trust Advisors LP $29.8M 513K 3.7% ▲ 740.2%
American Century Companies Inc $24.3M 417K 3.0% ▲ 345.5%
Deutsche Bank Ag\ $22.5M 387K 2.8% ▲ 0.5%
Kahn Brothers Group Inc $20.5M 352K 2.5% ▼ 5.6%
Morgan Stanley $20M 343K 2.4% ▲ 46.4%
D. E. Shaw & Co., Inc. $17.2M 296K 2.1% ▲ 24.1%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not IDT Corp's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $7.7M 29 trades by 9 insiders · 0% under pre-set plans
Net ▼ $7.7M net selling
Insider Date Trade Shares Price Value
Fischer Marcelo Chief Financial Officer October 16, 2026 Sell 4,521 $80.93 $365,879
Silberman Mitch CAO & Controller October 15, 2026 Sell 2,327 $81.03 $188,556
Schorr Judah Director October 15, 2026 Sell 7,717 $81.57 $629,456
Ash Menachem EVP of Strategic&Legal Affairs October 15, 2026 Sell 5,000 $82.00 $410,000
Shea Nadine EVP of GLOBAL HUMAN RESOURCES October 15, 2026 Sell 600 $81.22 $48,735
Fischer Marcelo Chief Financial Officer October 15, 2026 Sell 4,812 $82.08 $394,968
Schorr Judah Director October 14, 2026 Sell 6,036 $81.76 $493,524
Silberman Mitch CAO & Controller October 13, 2026 Sell 805 $82.14 $66,123
Mason Joyce J EVP and Corporate Secretary October 7, 2026 Sell 1,150 $80.50 $92,570
Silberman Mitch CAO & Controller October 1, 2026 Sell 3,375 $79.37 $267,874
Shea Nadine EVP of GLOBAL HUMAN RESOURCES October 1, 2026 Sell 400 $78.03 $31,214
Cosentino Eric F. Director October 1, 2026 Sell 500 $78.55 $39,274

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 3 trades and filings

No trades in IDT Corp disclosed in the last 12 months; 3 earlier trades on record.

  • Virginia Foxx(R-NC 5):Sale (full), $15,001 - $50,000, traded November 15, 2017, filed December 12, 2017
  • Virginia Foxx(R-NC 5):Purchase, $1,001 - $15,000, traded December 15, 2016, filed January 5, 2017
  • Virginia Foxx(R-NC 5):Purchase, $15,001 - $50,000, traded December 13, 2016, filed January 5, 2017

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around December 29, 2026 estimated from the company's past filing pattern, not announced

  • September 28, 2026
  • June 3, 2026
  • March 10, 2026
  • December 4, 2025
  • September 29, 2025
  • June 5, 2025

Recent SEC filings

Data status

When each part of this page on IDT Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

IDT Corp in brief

What does IDT Corp do?
IDT Corp is a US-listed company in the integrated telecommunication services industry. Its financial year ends in July.
What is IDT Corp's stock ticker?
IDT Corp trades under the ticker IDT on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is IDT Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, IDT Corp reported revenue of $1.3B, 5.4% higher than a year earlier, according to its SEC filings.
What is IDT Corp's free cash flow?
IDT Corp's free-cash-flow margin is 5.2% of revenue over the trailing twelve months, ranking 12 of the 15 integrated telecommunication services companies we cover.
What is IDT Corp's fair value (intrinsic value) per share?
Our discounted-cash-flow model of IDT Corp's free cash flow after stock-based pay gives ~$61 per share in the base case, and ~$48–$78 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are IDT Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Capital Management LLC and Renaissance Technologies LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is IDT Corp buying back stock, and does it pay a dividend?
IDT Corp spent $21.4M on share repurchases over the trailing twelve months, and its diluted share count fell 1.1% over the year.
What is IDT Corp's market cap?
On July 31, 2026, IDT Corp's market capitalisation was about $1.6B, with a price-to-earnings ratio of 19.0 and net debt of -$221M. Market figures come from third-party market data and may be delayed.
Does IDT Corp pay a dividend?
Yes: IDT Corp paid $6.5M in dividends over the trailing twelve months, a dividend yield of 0.32% and a payout ratio of 7.5%.
Who are IDT Corp's competitors?
In our Integrated Telecommunication Services peer group, the companies closest to IDT Corp are Kyivstar Group Ltd., ATN International, Inc., Iqstel Inc, Veon Ltd. and Shenandoah Telecommunications Co. The side-by-side comparison below sets their revenue, margins and growth against IDT Corp's.
Are insiders buying or selling IDT Corp stock?
Over the last 12 months, IDT Corp's directors and officers reported 0 open-market purchases and 29 sales on Form 4. The insider trading page charts every trade.
When is IDT Corp's next earnings date?
Around December 3, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — IDT Corp announces its own schedule.