analyzeportfolio
NYSE · Communication Services

Idt Corp. (IDT)

As-reported financials and SEC filings for Idt Corp. The latest annual period is FY2026. The latest reported quarter is Q4 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Idt Corp.

IDT Corp provides fintech and communications solutions targeting underserved consumer and business markets. Its main businesses include National Retail Solutions, which offers point-of-sale hardware and software to independent retailers in the U.S., BOSS Money for cross-border money transfers, and net2phone, which delivers AI-powered communications services to businesses. The company also operates digital payment services, international voice calling, and wholesale telecom solutions globally.

Snapshot

Revenue
$1.30B
Revenue growth (YoY)
5.4%
Net income
$86.6M
Diluted EPS
$3.46
Gross margin
38.3%
Operating margin
9.3%
Net margin
6.7%
FCF margin
5.2%
ROE
21.9%
net income / fiscal-year-end equity
P/E
23.9×
trailing when available, otherwise FY EPS
Market cap
$2.05B
Long-term debt / equity
—
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended July 31, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Idt

  • Revenue grew 5.4% to $1.3B in FY2026, faster than the 2.1% the year before.
  • Operating margin is 9.3% in FY2026, +4.9 pp against 4.4% in FY2022.
  • Most recent quarter Q4 FY2026: revenue $339M, up 7.1% from Q4 FY2025.
  • Free cash flow was $68M in FY2026, 5.2% of revenue.
  • Net income rose 13.8% to $87M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Idt’s fundamentals sit among the 213 Communication Services companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin38.3%
35th percentile of 102
Operating margin9.3%
71st percentile of 182
Net margin6.7%
76th percentile of 188
FCF margin5.2%
48th percentile of 162
Revenue growth (YoY)+5.4%
57th percentile of 206
ROE21.9%
88th percentile of 162
P/E23.9×
55th percentile of 79
Short interest1.61d
20th percentile of 212

Idt’s return on equity of 21.9% ranks in the 88th percentile of the 162 Communication Services companies reporting it.

No reported insider purchases (code P) in the last 90 days; 8 insider sales totaling $1.8M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
1
+7 quant / multi-strat
Initiated / added
2
0 new, 2 added
Reduced / exited
6
6 trimmed, 0 exited
Combined position
$108.4M
reported long value
InvestorAs ofPosition valueSharesChange
Renaissance TechnologiesquantQ2 2026$51.1M879.0KReduced
D. E. ShawquantQ2 2026$17.2M295.8KAdded
AQR Capital ManagementquantQ2 2026$10.8M186.2KAdded
Millennium ManagementquantQ2 2026$9.8M167.7KReduced
Two Sigma InvestmentsquantQ2 2026$9.3M159.8KReduced
Citadel AdvisorsquantQ2 2026$5.6M96.6KReduced
Point72 Asset ManagementquantQ2 2026$4.1M71.1KReduced
Gotham Asset ManagementQ2 2026$433,2347.4KReduced

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
—
code P value
Sells (90d)
8
$1.8M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-10-15
filed 2026-10-16
Judah SchorrDirectorSell7.7K$81.57$629K
2026-10-15
Mitch SilbermanCAO & ControllerSell2.3K$81.03$189K
2026-10-14
filed 2026-10-16
Judah SchorrDirectorSell6.0K$81.76$494K
2026-10-13
filed 2026-10-15
Mitch SilbermanCAO & ControllerSell805$82.14$66K
2026-10-07
filed 2026-10-09
Joyce J. MasonEVP and Corporate SecretarySell1.1K$80.50$93K
2026-10-01
filed 2026-10-05
Mitch SilbermanCAO & ControllerSell3.4K$79.37$268K
2026-10-01
filed 2026-10-05
Eric F. CosentinoDirectorSell500$78.55$39K
2026-10-01
filed 2026-10-05
Nadine SheaEVP of GLOBAL HUMAN RESOURCESSell400$78.03$31K
2026-07-17
filed 2026-07-21
Joyce J. MasonEVP and Corporate SecretarySell3.5K$62.56$218K
2026-07-17
filed 2026-07-21
Joyce J. MasonEVP and Corporate SecretarySell505$62.58$32K
2026-07-16
filed 2026-07-17
Menachem AshEVP of Strategic&Legal AffairsSell3.7K$63.17$231K
2026-07-15
filed 2026-07-17
Menachem AshEVP of Strategic&Legal AffairsSell4.4K$63.02$277K

Reported non-derivative purchases and sales (codes P/S), which may be open-market or private. Excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
746.0K
settled 2026-09-30
Change vs prior
+34.1%
vs previous settlement
Days to cover
1.61
at avg daily volume
Avg daily volume
462.6K
FINRA reported
SettlementShares shortChangeDays to cover
2026-09-30746.0K+34.1%1.61
2026-09-15556.1K+3.8%3.08
2026-08-31535.8K-1.6%3.60
2026-08-14544.5K+6.5%3.09
2026-07-31511.4K+5.1%2.60
2026-07-15486.4K-7.0%2.56
2026-06-30522.7K+44.7%1.59
2026-06-15361.3K-6.6%1.84

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$1.30B$1.23B$1.21B$1.24B$1.36B
Gross profit
Operating income$121.2M$100.4M$64.8M$60.7M$60.1M
Net income$86.6M$76.1M$64.5M$40.5M$27.0M
Diluted EPS$3.46$3.01$2.54$1.58$1.03

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2026FY2025FY2024FY2023FY2022
Cash and equivalents$220.7M$226.5M$164.6M$103.6M$98.4M
Current assets$655.4M$520.3M$422.5M$387.1M$362.6M
Total assets$764.3M$626.2M$550.1M$510.8M$497.1M
Current liabilities$351.9M$293.0M$279.3M$294.1M$305.1M
Long-term debt—————
Total liabilities$356.3M$295.8M$283.5M$300.3M$316.3M
Total equity$396.1M$319.0M$255.7M$200.0M$170.6M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$91.1M$127.1M$78.2M$52.4M$29.4M
Capital expenditure$23.1M$20.8M$18.9M$22.0M$21.9M
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Quarterly trend

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY20267.1%
Q3 FY2026$315.7M4.5%$21.6M$0.87
Q2 FY2026$320.5M5.7%$20.9M$0.84
Q1 FY2026$322.8M4.3%$22.4M$0.89
Q4 FY20252.5%
Q3 FY2025$302.0M0.8%$21.7M$0.86
Q2 FY2025$303.3M2.4%$20.3M$0.80
Q1 FY2025$309.6M2.8%$17.2M$0.68

Latest 8 quarters, from company XBRL filings on SEC EDGAR. A dotted underline marks a fourth-quarter figure we calculated from the full year and the first nine months. Revenue YoY is our calculation too: each quarter against the same quarter a year earlier.

Company facts

ExchangeNYSE
SectorCommunication Services
SIC industryTelephone Communications (No Radiotelephone)
Latest annual periodFY2026 (ended July 31, 2026)
Latest reported quarterQ4 FY2026 (ended July 31, 2026)
Oldest indexed filing2008
SEC CIK1005731

Selected SEC filings

10-K2026-09-29
View on EDGAR →
10-Q2026-06-09
View on EDGAR →
10-Q2026-03-12
View on EDGAR →
10-Q2025-12-10
View on EDGAR →
8-K2026-09-28
View on EDGAR →
8-K2026-09-24
View on EDGAR →
8-K2026-08-18
View on EDGAR →
8-K2026-06-11
View on EDGAR →

Largest Communication Services peers

All Communication Services companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.