IDT Corp

IDT

Market cap $1.21B

September same-store sales increased 5.8% year-over-year  The average price paid for the top 500 items in August increased 2.9% year-over-year

IDT records strong fourth-quarter fiscal 2025 segment growth in NRS and BOSS Money, while overall EPS reflected a prior-year tax benefit lapse.

Shares of IDT fell 18% following its Q4 earnings release, where Adjusted EBITDA came in above guidance. However, guidance for FY26 calls for Adjusted EBITDA of $143 million at the midpoint, implying growth of just 8.6%. Revenue growth and margin expansion at NRS remain strong, though I see emerging risks related to increased competition.

IDT Corporation (NYSE:IDT ) Q4 2025 Earnings Call September 29, 2025 5:30 PM EDT Company Participants Bill Ulrey - Vice President of Investor Relations & External Affairs Samuel Jonas - Chief Executive Officer Marcelo Fischer - Chief Financial Officer Conference Call Participants William Vaughan Presentation Operator Good evening. Welcome to the IDT Corporation's Fourth Quarter and Full Fiscal Year 2025 Earnings Conference Call.

4Q25 Gross Profit +12% to $114 million; FY 2025 Gross Profit +14% to $446 million 4Q25 Income from Operations +9% to $22 million; Adjusted EBITDA +33% to $33 million FY 2025 Income from Operations +55% to $100 million; Adjusted EBITDA +43% to $129 million, an IDT record 4Q25 EPS of $0.67 and Non-GAAP EPS of $0.76; FY 2025 EPS of $3.01 and Non-GAAP EPS of $3.19 NEWARK, NJ, Sept. 29, 2025 (GLOBE NEWSWIRE) -- IDT Corporation (NYSE: IDT), a global provider of fintech and communications solutions, today reported results for its fourth quarter and full fiscal year 2025, the three and twelve months ended July 31, 2025.

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NEWARK, NJ, Sept. 16, 2025 (GLOBE NEWSWIRE) -- IDT Corporation (NYSE: IDT), a provider of fintech and communications solutions, will participate in the Sidoti September Virtual Investor Conference on September 17th and 18th, 2025.

NEWARK, NJ, Sept. 15, 2025 (GLOBE NEWSWIRE) -- IDT Corporation (NYSE: IDT), a global provider of fintech and communications solutions, has scheduled its report of financial and operational results for the fourth quarter and full fiscal year 2025 (the three and twelve months ended July 31, 2025) on Monday, September 29, 2025.

August same-store sales jumped 8.3% year-over-year - the largest increase in over two years The average price paid for the top 500 items in August increased 3.0% year-over-year NEWARK, N.J., Sept. 09, 2025 (GLOBE NEWSWIRE) -- NRSInsights, a provider of sales data and analytics drawn from retail transactions processed through the National Retail Solutions (NRS) point-of-sale (POS) platform, today announced comparative retail same-store sales results for August 2025.

July same-store sales increased 5.8% year-over-year  NEWARK, N.J., Aug. 07, 2025 (GLOBE NEWSWIRE) -- NRSInsights, a provider of sales data and analytics drawn from retail transactions processed through the National Retail Solutions (NRS) point-of-sale (POS) platform, today announced comparative retail same-store sales results for July 2025.