YouTube · Q1 FY2027 · 2026-07-16
IDT · NYSE
IDT Corporation
Telecom Services · United States
USD 69.563.1% daily changeQuote 2026-09-28 · USD
- Market cap (USD)
- US$1.73B
- Trailing P/E
- 21.34x
- Forward P/E
- 17.61x
- Quarterly revenue growth
- 4.5%
- Trailing net margin
- 6.4%
- Indicated dividend yield
- 0.4%
Snapshot 2026-09-29 · Latest financial period 2026-04-30 · Yahoo Finance. Quotes may be delayed; reporting periods can differ.
Company background
IDT Corporation, together with its subsidiaries, provides communications and payment services in the United States, the United Kingdom, and internationally. It operates in four segments: National Retail Solutions, Fintech, Net2phone, and Traditional Communications. The company operates point of sale, a terminal-based platform which provides independent retailers with store management software, electronic payment processing, and other ancillary merchant services; and marketers with digital out-of-home advertising and transaction data. It also offers BOSS Money for international money remittance, and related value and payment transfer services, as well as net2phone solutions comprising unified communications as a service; contact center as a service under the uContact brand; net2phone AI, which delivers customer experiences across sales, support, and administrative tasks; and net2phone Coach, a workforce intelligence and coaching platform. In addition, the company provides IDT Digital Payments, which enables businesses, entrepreneurs, and developers to offer prepaid digital offerings, including mobile airtime top-up, mobile data bundles, digital gift cards, and eSIMs through its Zendit platform; and BOSS Revolution, which offers international long-distance voice calling to immigrant communities. Further, it provides IDT Global, a wholesale provider of international voice, SMS termination, and outsourced traffic management solutions to telecoms; and IDT Express, a mobile self-service portal paired with dedicated account managers backed by customer support. IDT Corporation was incorporated in 1978 and is headquartered in Newark, New Jersey.
Company websiteQ4 FY2026
Go beyond the headline.
IDT Stock: Record Profits, Where Is the Cash? — Q4 FY2026
Published 2026-09-29
Q4 FY2026 REPORT HIGHLIGHTS
What’s changed for IDT
IDT’s higher-margin businesses are growing, but settlement funding leaves a gap between record profits and owner cash. Our $60 base tests the recovery required.
Growth is reaching operating profit.
Quarterly revenue rose 7% while operating income rose 52%; the higher-margin businesses matter more than their revenue share suggests.
The cash headline needs a deposit adjustment.
Annual GAAP operating cash was $91.1M; removing the customer-deposit inflow leaves $60.9M, versus $107.8M a year earlier. After capex, that is $37.8M, before owner-specific adjustments.
NRS has a changing mix and a changed metric.
Merchant services and advertising helped growth; the Rule of 40 calculation now uses total revenue growth instead of recurring revenue growth. Keep the definition change visible.
Guidance raises the bar.
Management targets FY2027 gross profit of $545–555M and adjusted EBITDA of $176–180M. More accounting profit must eventually produce cash after settlement needs and investment.
Not every dollar belongs to the public shareholder.
Restricted cash, minority holdings, subsidiary awards and voting control all affect how much economic value reaches IDT Class B shares. Our $60 base uses explicit ownership and cash reserves.
Comparable businesses
IDT peer comparison
Same business group first, then company size. Preferred market cap: 0.5–2x; extended range: one-third–3x. Outside that range, industry benchmarks are labeled separately and excluded from peer medians.
| Metric | IDTIDT CorporationSnapshot 2026-09-29Financial period: 2026-04-30 | SIFYSify Technologies LimitedSnapshot 2026-09-28Financial period: 2026-06-30 | IRDMIridium Communications Inc.Snapshot 2026-09-28Financial period: 2026-06-30 | Peer medianSimilar-size peers only |
|---|---|---|---|---|
| Market capMarket value, converted to USD | US$1.73B | US$955.99M | US$5.11B | US$3.04Bn=2 |
| Forward P/EProvider forward earnings estimate | 17.61x | 263.96x | 28.14x | 146.05xn=2 |
| EV / EBITDAEnterprise value / trailing EBITDA | 12.21x | — | 15.99x | — |
| Revenue growthLatest quarter vs prior-year quarter | 4.5% | 15.2% | 3.8% | 9.5%n=2 |
| Operating marginLatest reported quarter | 9.4% | 9.0% | 15.1% | 12.1%n=2 |
| Free cash flow yieldTrailing cash flow / market cap | 2.0% | — | 4.7% | — |
| Net debt / EBITDANet debt / trailing EBITDA | -2.02x | 4.71x | 3.79x | 4.25xn=2 |
| Debt / equityTotal debt / positive book equity | 0.00x | 2.56x | 3.79x | 3.18xn=2 |
| Trailing P/ETrailing twelve-month earnings | 21.34x | — | 55.47x | — |
| Price / bookPrice / positive book equity per share | 4.83x | 4.79x | 10.82x | 7.81xn=2 |
| EV / salesEnterprise value / trailing revenue | 1.18x | — | 7.66x | — |
| Earnings growthLatest quarter vs prior-year quarter | 1.0% | — | -55.0% | — |
| Gross marginTrailing twelve months | 37.4% | 42.1% | 71.9% | 57.0%n=2 |
| Net marginTrailing twelve months | 6.4% | -2.0% | 10.5% | 4.3%n=2 |
| Return on equityProvider trailing return; positive equity only | 25.2% | — | 19.7% | — |
| Free cash flow marginTrailing free cash flow / revenue | 2.7% | — | 27.1% | — |
| Dividend yieldIndicated annual dividend / price | 0.4% | — | 1.2% | — |
| Earnings payoutProvider trailing dividend payout | 7.7% | 0.0% | 69.0% | 34.5%n=2 |
| Current ratioCurrent assets / current liabilities | 1.92x | — | 2.78x | — |
| BetaProvider historical market sensitivity | 0.62 | 1.32 | 0.88 | 1.10n=2 |
YouTube · Q1 FY2027 · 2026-07-16
YouTube · Q1 2026 · 2026-04-24
Comparison methodology & limitations
Reviewed operating groups override broad sector classifications. Other companies are matched only within a sufficiently specific provider industry. Business mix, geography and accounting standards can still differ. Market caps are converted to USD using exchange rates captured during the snapshot refresh. Financial ratios that would mix currencies are omitted. Snapshots must be at most 14 days old and no more than seven days apart for automatic selection.
Peer medians require at least two valid similar-size peers for each metric. Negative earnings, nonpositive equity, missing data and irrelevant bank ratios are not presented as attractive valuations. A higher or lower number is not automatically a better investment. Financial statement periods are not calendar-aligned across companies.
Reported performance
Financial trends
Periods are grouped by their ending calendar year or quarter, not identical fiscal calendars. Exact period-end dates appear in tooltips and reported figures. When reporting currencies differ and a recent captured FX rate is available, money and EPS are normalized to USD for comparison. This is not a historical FX restatement. Gaps are not estimated.
Financial statements load separately from the research page.
Source: . Window ends at the latest available reporting period.
Revenue
Reported figures
Financial data & calculation notes
Standalone charts use the stated reporting currency. When a chart comparison spans currencies, money and EPS can be normalized to USD using a recent captured FX snapshot; this is for comparison only, not a historical FX restatement. Stock-based compensation is noncash. Free cash flow is operating cash flow less capital spending, which may include capitalized software. Missing metrics are not estimated or assumed to be zero. Banking and insurance ratios require industry-specific interpretation. Latest restatements may differ from figures in older episodes.
Market context
Valuation & price history
Adjusted closing price
Price history loads separately.
Price figures
Earnings-multiple scenario
Illustrative price = your earnings-per-share assumption × your P/E assumption. This is not a price target or a complete valuation model.
Starting assumptions, when available, use provider forward estimates as of 2026-09-29. Negative earnings require a different valuation method. This calculation omits balance-sheet, dilution and execution risks.
THE RESEARCH RECORD
Research history for IDT
Q4 FY20262026-09-29
FREE RESEARCH PACKET · Q4 FY2026
IDT: Record Profits, a Cash Conversion Test
IDT’s higher-margin businesses are growing, but settlement funding leaves a gap between record profits and owner cash. Our $60 base tests the recovery required.
Research published September 28, 2026 · Download original report
Read Research PacketIDT Stock: Record Profits, Where Is the Cash? — Q4 FY2026
Presentation · 2026-09-29 · YouTube