Jul 2026 (Q4 FY26) — Sep 28, 2026
IDT Q4 FY26 — Record Performance Driven by High-Margin Growth Segments
Read the full callIDT earnings: last reported Mon, 28 Sep 2026, for the quarter ended Jul 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 339 | +7.1% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 9.8 | +2.9 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 21.7 | +28.6% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Price
1Y: $47.76 on 17 Oct 2025 → $81.82. High $82.68 (13 Oct 2026), low $47.25 (18 Mar 2026).
Overview
Call summaries
IDT Q4 FY26 — Record Performance Driven by High-Margin Growth Segments
Read the full callIDT Q3 FY26 — Strong Growth in High-Margin Businesses and Raised FY26 Adjusted EBITDA Guidance
Read the full callEvery analysed call
Financials
Net profit, year on year: +29% (quarter to jul 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 310 | 303 | 302 | 317 | 323 | 321 | 316 | 339 |
| Operating profit | 24 | 28 | 27 | 22 | 31 | 27 | 30 | 33 |
| Operating margin | 7.6% | 9.3% | 8.8% | 6.9% | 9.6% | 8.5% | 9.4% | 9.8% |
| Other income | -0 | 0 | 3 | -3 | -0 | 0 | — | — |
| Profit before tax | 25 | 30 | 31 | 20 | 32 | 29 | 32 | 36 |
| Tax rate | 25.4% | 25.6% | 25.4% | 14.4% | 25.1% | 21.5% | 26.4% | 33.0% |
| Net profit | 17 | 20 | 22 | 17 | 22 | 21 | 22 | 22 |
| EPS ($ per share) | 0.68 | 0.81 | 0.86 | — | 0.89 | 0.84 | 0.87 | — |
| Line item | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Reserves | -161 | -139 | -43 | -16 | 25 | 87 | 157 | 237 |
| Total liabilities | 390 | 334 | 346 | 316 | 300 | 284 | 296 | 356 |
| Fixed assets | 34 | 30 | 31 | 37 | 39 | 39 | 39 | 42 |
| Total assets | 444 | 405 | 513 | 497 | 511 | 550 | 626 | 764 |
| Line item | Jul 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jul 2024 | Jul 2025 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 85 | -30 | 67 | 29 | 52 | 78 | 127 | 91 |
| Cash from investing | -26 | -32 | -44 | -34 | -33 | -1 | -21 | -48 |
| Cash from financing | 7 | -6 | -5 | -16 | -14 | -17 | -23 | -31 |
| Net cash flow | 54 | -56 | 26 | -37 | 9 | 57 | 86 | 18 |
| Capital expenditure | -19 | -16 | -17 | -22 | -22 | -19 | -21 | -23 |
| Free cash flow | 66 | -46 | 50 | 8 | 30 | 59 | 106 | 68 |
| KPI | Apr 2026 Q3 FY26 | Jul 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|
| Seats served net2phone | 441KSeats served reached 441,000, up 6% year-over-year with CCaaS seats growing faster than UCaaS, driving revenue per seat higher.Source: earnings call transcript | 447KSubscription revenue increased 10% year-over-year in the fourth quarter, a 7% increase on a constant currency basis, and we ended the year with 447,000 seats, a 6% increase.Source: earnings call transcript | +1.4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
48 filings between Nov 25, 2025 and Oct 15, 2026.
Purchases
None
No insider bought shares.
Sales
$6.46M
25 sales by 9 insiders
Also filed: 12 gifts, 1 other.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| FISCHER MARCELO | — | $2.03M | Jun 26, 2026 |
| ASH MENACHEM | — | $1.53M | Jul 16, 2026 |
| SCHORR JUDAH | — | $1.12M | Oct 15, 2026 |
| MASON JOYCE J | — | $631.5K | Oct 7, 2026 |
| SILBERMAN MITCH | — | $522.6K | Oct 15, 2026 |
| PEREIRA BILL | — | $372.9K | Jan 15, 2026 |
| KATSOF IRWIN | — | $132.5K | Jun 11, 2026 |
| COSENTINO ERIC F. | — | $68.2K | Oct 1, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 15, 2026 | SCHORR JUDAH Director | Sale | 7,717 | $629.5K |
| Oct 15, 2026 | SILBERMAN MITCH CAO & Controller | Option exercise | 3,474 | $284.3K |
| Oct 15, 2026 | SILBERMAN MITCH CAO & Controller | Sale | 2,327 | $188.6K |
| Oct 15, 2026 | SILBERMAN MITCH CAO & Controller | Tax withheld | 1,147 | $93.9K |
| Oct 14, 2026 | SCHORR JUDAH Director | Sale | 6,036 | $493.5K |
| Oct 13, 2026 | SILBERMAN MITCH CAO & Controller | Sale | 805 | $66.1K |
| Oct 7, 2026 | SILBERMAN MITCH CAO & Controller | Tax withheld | 367 | $29.2K |
| Oct 7, 2026 | MASON JOYCE J EVP and Corporate Secretary | Sale | 1,150 | $92.6K |
| Oct 1, 2026 | SHEA NADINE EVP of GLOBAL HUMAN RESOURCES | Sale | 400 | $31.2K |
| Oct 1, 2026 | COSENTINO ERIC F. Director | Sale | 500 | $39.3K |
| Oct 1, 2026 | SILBERMAN MITCH CAO & Controller | Sale | 3,375 | $267.9K |
| Aug 31, 2026 | JONAS HOWARD S Chairman | Gift | 1,165 | $0 |
| Jul 17, 2026 | MASON JOYCE J EVP and Corporate Secretary | Sale | 505 | $31.6K |
| Jul 17, 2026 | MASON JOYCE J EVP and Corporate Secretary | Sale | 3,488 | $218.2K |
| Jul 16, 2026 | ASH MENACHEM EVP of Strategic&Legal Affairs | Sale | 3,653 | $230.8K |
| Jul 15, 2026 | ASH MENACHEM EVP of Strategic&Legal Affairs | Sale | 4,397 | $277.1K |
| Jun 30, 2026 | COSENTINO ERIC F. Director | Sale | 500 | $28.9K |
| Jun 26, 2026 | FISCHER MARCELO Chief Financial Officer | Sale | 23,323 | $1.33M |
| Jun 23, 2026 | JONAS HOWARD S Chairman | Gift | 2,217 | $0 |
| Jun 11, 2026 | KATSOF IRWIN Insider | Sale | 2,408 | $132.5K |
| Jun 9, 2026 | CONKLING WILLIAM Director | Award | 673 | $37.5K |
| Jun 8, 2026 | SHEA NADINE EVP of GLOBAL HUMAN RESOURCES | Sale | 500 | $27.7K |
| May 7, 2026 | MASON JOYCE J EVP and Corporate Secretary | Gift | 722 | $0 |
| May 7, 2026 | MASON JOYCE J EVP and Corporate Secretary | Gift | 722 | $0 |
| May 7, 2026 | MASON JOYCE J EVP and Corporate Secretary | Gift | 722 | $0 |
| May 7, 2026 | JONAS HOWARD S Chairman | Gift | 7,942 | $0 |
| May 5, 2026 | JONAS HOWARD S Chairman | Gift | 1,175 | $0 |
| Apr 16, 2026 | JONAS HOWARD S Chairman | Gift | 600 | $0 |
| Apr 16, 2026 | MASON JOYCE J EVP and Corporate Secretary | Sale | 907 | $46.2K |
| Apr 16, 2026 | MASON JOYCE J EVP and Corporate Secretary | Sale | 2,297 | $117.0K |
| Apr 14, 2026 | ASH MENACHEM EVP of Strategic&Legal Affairs | Sale | 20,000 | $1.02M |
| Apr 14, 2026 | FISCHER MARCELO Chief Financial Officer | Sale | 5,000 | $252.5K |
| Feb 17, 2026 | ASH MENACHEM EVP of Strategic&Legal Affairs | Option exercise | 834 | $40.4K |
| Feb 17, 2026 | ASH MENACHEM EVP of Strategic&Legal Affairs | Tax withheld | 347 | $16.8K |
| Jan 28, 2026 | JONAS HOWARD S Chairman | Gift | 2,214 | $0 |
| Jan 16, 2026 | MASON JOYCE J EVP and Corporate Secretary | Sale | 2,505 | $126.0K |
| Jan 16, 2026 | FISCHER MARCELO Chief Financial Officer | Option exercise | 5,204 | $200.0K |
| Jan 15, 2026 | PEREIRA BILL COO & President | Sale | 7,287 | $372.9K |
| Jan 15, 2026 | FISCHER MARCELO Chief Financial Officer | Sale | 920 | $47.9K |
| Jan 14, 2026 | FISCHER MARCELO Chief Financial Officer | Sale | 7,009 | $364.7K |
| Jan 8, 2026 | FISCHER MARCELO Chief Financial Officer | Sale | 641 | $33.5K |
| Jan 5, 2026 | KATSOF IRWIN Director | Award | 986 | $50.0K |
| Jan 5, 2026 | SCHORR JUDAH Director | Award | 986 | $50.0K |
| Jan 5, 2026 | COSENTINO ERIC F. Director | Award | 986 | $50.0K |
| Dec 29, 2025 | JONAS HOWARD S Chairman | Other | 97,163 | $0 |
| Dec 17, 2025 | JONAS HOWARD S Chairman | Gift | 1,150 | $0 |
| Nov 25, 2025 | MASON JOYCE J EVP and Corporate Secretary | Gift | 1,000 | $0 |
| Nov 25, 2025 | JONAS HOWARD S Chairman | Gift | 1,000 | $0 |
| Oct 10, 2025 | COSENTINO ERIC F. Director | Sale | 200 | $9.5K |
| Oct 2, 2025 | PEREIRA BILL COO & President | Sale | 41,933 | $2.08M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow IDT CORP and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading