IDT Posts Record Q4: Operating Income +52%, Guides FY27 EBITDA to $176-180M
IDT sits 59% above its 52-week low of $45.72.
Summary
IDT reported record Q4 and FY2026 results with operating income up 52% in the quarter, issued FY2027 Adjusted EBITDA guidance of $176-180M, and declared a $0.07 quarterly dividend.
Updates
· Seeking Alpha — IDT shares rose 8.4% to $75.40 after Q4 EPS of $0.94 missed by $0.04 and revenue of $339M beat; adjusted EBITDA rose 22% to $41.2M.
· GlobeNewswire — IDT guided FY2027 Adjusted EBITDA to $176-180M and gross profit to $545-555M.
Key Events · Earnings and Guidance · IDT
-
Record Q4 Operating Income
Q4 FY2026 income from operations rose 52% to $33.2M on revenue of $339.0M (+7%) and gross profit of $134.8M (+18%). GAAP EPS increased to $0.87 from $0.67.
-
FY2027 Guidance Raised
Management guided FY2027 gross profit to $545-555M and Adjusted EBITDA to $176-180M, up from $154.6M in FY2026 — implying roughly 14-16% EBITDA growth.
-
Debt-Free Balance Sheet
IDT held $271.9M in unrestricted cash, cash equivalents, debt securities, and current equity investments at July 31, 2026, with no outstanding debt.
-
Quarterly Dividend Declared
Board declared a $0.07 per share quarterly cash dividend, payable October 14, 2026 to stockholders of record October 5, 2026.
Analysis · IDT · Technology
IDT closed fiscal 2026 with accelerating momentum — Q4 operating income jumped 52% to $33.2M on 18% gross profit growth, and full-year Adjusted EBITDA rose 17% to $154.6M. The company guided FY2027 Adjusted EBITDA to $176-180M, implying roughly 14-16% growth, while sitting on $271.9M in unrestricted cash and zero debt. The stock trades near its 52-week high, so the market has already priced in much of the strength, but the guidance raise and debt-free balance sheet give management flexibility to keep buying back stock or pursue acquisitions.
How filings like this one have moved
In the 30 days to Oct 2, 2026, 29.9% of the 1656 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, IDT was trading at $72.48 on NYSE in the Technology sector, with a market capitalization of approximately $1.7B. The 52-week trading range was $45.72 to $72.13. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.