IDT (IDT)
Market Price (8/3/2026): $65.86 | Market Cap: $1.6 BilSector: Communication Services | Industry: Integrated Telecommunication Services
IDT (IDT)
Market Price (8/3/2026): $65.86Market Cap: $1.6 BilSector: Communication ServicesIndustry: Integrated Telecommunication Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.4% Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -15% Low stock price volatilityVol 12M is 32% Megatrend and thematic driversMegatrends include Fintech & Digital Payments, and Cloud Computing. Themes include Small Business POS & Payments, Software as a Service (SaaS), Show more. | Trading close to highsDist 52W High is -3.1% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.4% Key risksIDT key risks include [1] complex and inconsistent global regulations governing its VoIP and payment services, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.4% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -15% |
| Low stock price volatilityVol 12M is 32% |
| Megatrend and thematic driversMegatrends include Fintech & Digital Payments, and Cloud Computing. Themes include Small Business POS & Payments, Software as a Service (SaaS), Show more. |
| Trading close to highsDist 52W High is -3.1% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.4% |
| Key risksIDT key risks include [1] complex and inconsistent global regulations governing its VoIP and payment services, Show more. |
Qualitative Assessment
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IDT (IDT) stock has gained about 30% since 4/30/2026 because of the following key factors:
1. Strong Performance in Fiscal Q3 2026, Exceeding Analyst Expectations. IDT Corporation reported robust financial results for its fiscal Q3 2026 (the three months ended April 30, 2026), with GAAP revenue increasing 5% year-over-year to $315.7 million. The company's non-GAAP EPS rose by $0.04 year-over-year to $0.94, surpassing the consensus estimate of $0.89 by $0.05. This positive earnings announcement on June 3, 2026, contributed to a 2.85% increase in the stock price the following day.
2. Significant Growth in High-Margin Fintech and Communications Segments. The company's overall performance was primarily driven by the strong expansion of its high-margin businesses. National Retail Solutions (NRS) saw its recurring revenue increase 22% year-over-year. The Fintech segment, led by BOSS Money, experienced a 17% year-over-year revenue growth, with digital transactions climbing 40%. Additionally, net2phone revenue grew 11% year-over-year.
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IDT (IDT) stock has gained about 30% since 4/30/2026 because of the following key factors:
1. Strong Performance in Fiscal Q3 2026, Exceeding Analyst Expectations. IDT Corporation reported robust financial results for its fiscal Q3 2026 (the three months ended April 30, 2026), with GAAP revenue increasing 5% year-over-year to $315.7 million. The company's non-GAAP EPS rose by $0.04 year-over-year to $0.94, surpassing the consensus estimate of $0.89 by $0.05. This positive earnings announcement on June 3, 2026, contributed to a 2.85% increase in the stock price the following day.
2. Significant Growth in High-Margin Fintech and Communications Segments. The company's overall performance was primarily driven by the strong expansion of its high-margin businesses. National Retail Solutions (NRS) saw its recurring revenue increase 22% year-over-year. The Fintech segment, led by BOSS Money, experienced a 17% year-over-year revenue growth, with digital transactions climbing 40%. Additionally, net2phone revenue grew 11% year-over-year.
3. Raised Fiscal Year 2026 Guidance and Increased Shareholder Returns. Demonstrating management's confidence, IDT raised its full-year fiscal 2026 Adjusted EBITDA guidance to a range of $150-$152 million, an increase from the previous range of $147-$149 million. Concurrently, the company increased its quarterly cash dividend to $0.07 per share, further enhancing shareholder value.
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Stock Movement Drivers
Fundamental Drivers
The 31.5% change in IDT stock from 4/30/2026 to 8/2/2026 was primarily driven by a 30.8% change in the company's P/E Multiple.| (LTM values as of) | 4302026 | 8022026 | Change |
|---|---|---|---|
| Stock Price ($) | 50.09 | 65.86 | 31.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,262 | 1,276 | 1.1% |
| Net Income Margin (%) | 6.5% | 6.4% | -1.2% |
| P/E Multiple | 15.3 | 20.0 | 30.8% |
| Shares Outstanding (Mil) | 25 | 25 | 0.6% |
| Cumulative Contribution | 31.5% |
Market Drivers
4/30/2026 to 8/2/2026| Return | Correlation | |
|---|---|---|
| IDT | 31.5% | |
| Market (SPY) | 3.9% | -1.3% |
| Sector (XLC) | -7.1% | 46.3% |
Fundamental Drivers
The 35.8% change in IDT stock from 1/31/2026 to 8/2/2026 was primarily driven by a 33.3% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 8022026 | Change |
|---|---|---|---|
| Stock Price ($) | 48.50 | 65.86 | 35.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,245 | 1,276 | 2.5% |
| Net Income Margin (%) | 6.5% | 6.4% | -1.7% |
| P/E Multiple | 15.0 | 20.0 | 33.3% |
| Shares Outstanding (Mil) | 25 | 25 | 1.2% |
| Cumulative Contribution | 35.8% |
Market Drivers
1/31/2026 to 8/2/2026| Return | Correlation | |
|---|---|---|
| IDT | 35.8% | |
| Market (SPY) | 8.3% | 11.1% |
| Sector (XLC) | -9.6% | 40.4% |
Fundamental Drivers
The 12.3% change in IDT stock from 7/31/2025 to 8/2/2026 was primarily driven by a 30.4% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 8022026 | Change |
|---|---|---|---|
| Stock Price ($) | 58.63 | 65.86 | 12.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,224 | 1,276 | 4.2% |
| Net Income Margin (%) | 7.8% | 6.4% | -18.3% |
| P/E Multiple | 15.4 | 20.0 | 30.4% |
| Shares Outstanding (Mil) | 25 | 25 | 1.1% |
| Cumulative Contribution | 12.3% |
Market Drivers
7/31/2025 to 8/2/2026| Return | Correlation | |
|---|---|---|
| IDT | 12.3% | |
| Market (SPY) | 19.2% | 15.8% |
| Sector (XLC) | 1.8% | 32.8% |
Fundamental Drivers
The 181.0% change in IDT stock from 7/31/2023 to 8/2/2026 was primarily driven by a 66.7% change in the company's P/E Multiple.| (LTM values as of) | 7312023 | 8022026 | Change |
|---|---|---|---|
| Stock Price ($) | 23.44 | 65.86 | 181.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,264 | 1,276 | 0.9% |
| Net Income Margin (%) | 3.9% | 6.4% | 62.9% |
| P/E Multiple | 12.0 | 20.0 | 66.7% |
| Shares Outstanding (Mil) | 26 | 25 | 2.5% |
| Cumulative Contribution | 181.0% |
Market Drivers
7/31/2023 to 8/2/2026| Return | Correlation | |
|---|---|---|
| IDT | 181.0% | |
| Market (SPY) | 68.9% | 24.2% |
| Sector (XLC) | 62.3% | 24.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| IDT Return | 257% | -36% | 21% | 40% | 8% | 29% | 440% |
| Peers Return | -34% | -47% | 9% | 15% | -14% | 9% | -59% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 98% |
Monthly Win Rates [3] | |||||||
| IDT Win Rate | 75% | 42% | 50% | 67% | 50% | 71% | |
| Peers Win Rate | 42% | 32% | 52% | 45% | 43% | 51% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 43% | |
Max Drawdowns [4] | |||||||
| IDT Max Drawdown | -36% | -51% | -37% | -15% | -33% | -10% | |
| Peers Max Drawdown | -51% | -60% | -40% | -27% | -39% | -29% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: WU, EEFT, TOST, RNG, LSPD.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/31/2026 (YTD)
How Low Can It Go
| Event | IDT | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -23.4% | -6.7% |
| % Gain to Breakeven | 30.5% | 7.1% |
| Time to Breakeven | 155 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -50.1% | -24.5% |
| % Gain to Breakeven | 100.4% | 32.4% |
| Time to Breakeven | 846 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -43.3% | -33.7% |
| % Gain to Breakeven | 76.3% | 50.9% |
| Time to Breakeven | 204 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -20.2% | -3.7% |
| % Gain to Breakeven | 25.4% | 3.9% |
| Time to Breakeven | 33 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -33.9% | -12.2% |
| % Gain to Breakeven | 51.4% | 13.9% |
| Time to Breakeven | 79 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -20.3% | -6.8% |
| % Gain to Breakeven | 25.5% | 7.3% |
| Time to Breakeven | 50 days | 15 days |
In The Past
IDT's stock fell -5.9% during the 2025 US Tariff Shock. Such a loss loss requires a 6.3% gain to breakeven.
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| Event | IDT | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -23.4% | -6.7% |
| % Gain to Breakeven | 30.5% | 7.1% |
| Time to Breakeven | 155 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -50.1% | -24.5% |
| % Gain to Breakeven | 100.4% | 32.4% |
| Time to Breakeven | 846 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -43.3% | -33.7% |
| % Gain to Breakeven | 76.3% | 50.9% |
| Time to Breakeven | 204 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -20.2% | -3.7% |
| % Gain to Breakeven | 25.4% | 3.9% |
| Time to Breakeven | 33 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -33.9% | -12.2% |
| % Gain to Breakeven | 51.4% | 13.9% |
| Time to Breakeven | 79 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -20.3% | -6.8% |
| % Gain to Breakeven | 25.5% | 7.3% |
| Time to Breakeven | 50 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -33.5% | -17.9% |
| % Gain to Breakeven | 50.5% | 21.8% |
| Time to Breakeven | 542 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -97.4% | -53.4% |
| % Gain to Breakeven | 3724.9% | 114.4% |
| Time to Breakeven | 721 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -20.8% | -8.6% |
| % Gain to Breakeven | 26.3% | 9.5% |
| Time to Breakeven | 1299 days | 47 days |
In The Past
IDT's stock fell -5.9% during the 2025 US Tariff Shock. Such a loss loss requires a 6.3% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About IDT (IDT)
IDT Corporation is a diversified company operating in the communications and payment industries, serving both consumer and business clients globally. The company provides a range of essential services, particularly focusing on international money transfers, digital communication solutions, and traditional calling and mobile services, often targeting underserved markets.
The company's key offerings are structured across three main segments. Its Fintech segment includes the BOSS Revolution brand, which facilitates international money remittance and payment transfers for individuals, and National Retail Solutions (NRS), offering a point-of-sale network that provides payment processing, digital advertising, and transaction data to small and medium-sized retailers. The net2phone-UCaaS segment delivers cloud communications services (Unified Communications as a Service) for businesses, helping them manage their telephony and communication needs efficiently, along with providing cable telephony services.
Finally, IDT's Traditional Communications segment encompasses services such as Mobile Top-Up, allowing customers to transfer airtime and data bundles to international and domestic mobile accounts, and BOSS Revolution Calling for international long-distance calls. This segment also includes Carrier Services, a wholesale provider of international voice and SMS termination to other telecommunication companies, and net2phone-Platform Services, which offers telephony services to cable operators and other partners. In summary, IDT primarily serves individuals needing international communication and payment solutions, small businesses seeking retail management and cloud communication tools, and wholesale telecom partners.
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- IDT is like a diversified Western Union that also provides point-of-sale systems for retailers, similar to Square.
- It's also a provider of cloud-based business communication services, much like RingCentral.
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- BOSS Revolution Money Remittance: Services for international money remittance and related value/payment transfers.
- NRS (National Retail Solutions): A point-of-sale network offering payment processing, digital advertising, transaction data, and other retail services.
- net2phone-UCaaS: A cloud-based unified communications service designed for businesses.
- Mobile Top-Up: A service enabling the transfer of airtime and data bundles to international and domestic mobile accounts.
- BOSS Revolution Calling: An international long-distance calling service.
- Carrier Services: Wholesale solutions for international voice and SMS termination, along with outsourced traffic management for telecom companies.
- net2phone-Platform Services: Telephony services provided to cable operators and other entities.
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Major Customers of IDT Corporation
Based on the provided company description, IDT Corporation sells to a diverse range of customers, with a significant focus on business-to-business (B2B) relationships. While specific customer company names are not detailed in the background information, IDT's major business customers fall into the following categories:
- Retail Businesses: Primarily small independent retailers, such as convenience stores and bodegas, that utilize IDT's National Retail Solutions (NRS) platform for point-of-sale processing, digital advertising, and other related services.
- Small to Medium-sized Businesses (SMBs): These businesses are direct customers for net2phone's cloud-based Unified Communications as a Service (UCaaS) offerings, providing them with essential communication tools.
- Telecommunications Carriers: IDT acts as a wholesale provider of international voice and SMS termination, and outsourced traffic management solutions to other telecom companies globally.
- Cable Operators and Other Service Providers: These entities license or integrate telephony services from IDT through its net2phone-Platform Services.
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Shmuel Jonas
Chief Executive OfficerShmuel Jonas has served as Chief Executive Officer of IDT Corporation since January 2014. Before this, he held the position of Chief Operating Officer from June 2010 to December 2013 and joined the company in June 2008 as a Vice President. He is the son of IDT's founder, Howard Jonas. His experience also includes managing member of Arlington Suites, a mixed-use development project, and he was involved with Zedge, Inc. and Rafael Holdings, Inc., both former subsidiaries spun off from IDT. From 2004 to 2005, he owned and operated various businesses in the food industry, including BID Distribution.
Marcelo Fischer
Chief Financial OfficerMarcelo Fischer has been the Chief Financial Officer of IDT Corporation since June 2019 and previously served as the Chief Financial Officer of IDT Telecom since June 2007. He was the Senior Vice President of Finance (the company's principal financial officer) from October 2011 to June 2019. His earlier roles at IDT include CFO and Treasurer from June 2006 to March 2007, Controller from May 2001 to June 2006, and Chief Accounting Officer from December 2001 to June 2006. Prior to joining IDT, Mr. Fischer served as Corporate Controller of Viatel, Inc. from 1999 to 2001, and as Controller of Revlon, Inc.'s International Consumer Operations from 1998 to 1999. He also held various accounting and finance positions at Colgate-Palmolive Corporation from 1991 to 1998. Mr. Fischer is a Certified Public Accountant and holds a B.A. from the University of Maryland and an MBA from NYU Stern.
Howard Jonas
Chairman of the BoardHoward Jonas founded IDT Corporation in August 1990 and has served as Chairman of the Board since its inception. He is also the founder and Chairman of Genie Energy (NYSE: GNE) and IDW Media (OTC: IDWM). Mr. Jonas founded and was the controlling shareholder of Straight Path Communications, Inc., which was acquired by Verizon for $3.1 billion. He has extensive leadership experience in founding and growing public companies, and has successfully sold multiple businesses in deals ranging from hundreds of millions to billions of dollars.
Bill Pereira
President and Chief Operating OfficerBill Pereira serves as President and Chief Operating Officer of IDT Corporation. He previously served as Chief Executive Officer and President of IDT Telecom from October 2011 to December 2017. Before that, he was the Chief Financial Officer of IDT Corporation from January 2009 until October 2011.
Menachem Ash
Executive Vice President of Strategy and Legal AffairsMenachem Ash has served as IDT Corporation's Executive Vice President of Strategy and Legal Affairs since October 2012. He was the managing attorney of the company's legal department from June 2011 to October 2012, and has served as senior counsel to several IDT divisions since joining in July 2004. Mr. Ash also served as President of Rafael Holdings, Inc., a former subsidiary of IDT that was spun off, from July 2017 to September 2021.
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Here are the key risks to IDT Corporation:
- Decline of Traditional Communications Services: IDT's Traditional Communications segment, encompassing services like international long-distance calling (BOSS Revolution Calling) and wholesale carrier services, faces significant and ongoing challenges due to the industry-wide shift towards internet-based communication, messaging applications, and unlimited calling plans. This secular decline in demand for legacy voice services could lead to reduced revenues and profitability in a segment that has historically been a significant cash generator for the company.
- Intense Competition in Fintech and UCaaS Markets: The company operates in highly competitive environments across its growth-oriented Fintech and net2phone-UCaaS segments. The Fintech segment, including BOSS Revolution money remittance and NRS retail solutions, faces strong competition from established money transfer operators and emerging digital platforms. Similarly, the net2phone-UCaaS segment competes with numerous large and well-funded cloud communications providers. This intense competition can lead to pricing pressures, necessitate continuous investment in innovation, and challenge IDT's ability to acquire and retain customers, thereby impacting growth and market share.
- Regulatory and Compliance Risks in Fintech: IDT's Fintech segment, particularly its international money remittance services, is subject to complex and evolving regulatory requirements, including stringent anti-money laundering (AML) and Know Your Customer (KYC) laws. Non-compliance with these regulations can result in substantial fines, penalties, restrictions on business activities, and significant reputational damage. The remittance industry is inherently vulnerable to financial crimes, requiring continuous and costly efforts to ensure robust compliance.
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The following are clear emerging threats for IDT:
- Widespread Adoption of Over-the-Top (OTT) Communication Applications: The continued growth and dominance of internet-based messaging, voice, and video calling applications (such as WhatsApp, Viber, Telegram, and Zoom) directly undermine the demand for IDT's traditional international long-distance calling services (BOSS Revolution Calling), mobile top-ups for basic communication, and wholesale voice and SMS termination services (Carrier Services). These OTT apps offer free or low-cost alternatives, rendering traditional communication methods less relevant and eroding IDT's revenue streams in its Traditional Communications segment.
- Rise of Digital-First International Money Remittance Services: New and established fintech companies specializing in purely digital, app-based international money transfer services (e.g., Wise, Remitly) pose a significant threat to IDT's international money remittance business under the BOSS Revolution brand within its Fintech segment. These digital-first platforms often leverage more efficient technology, offer lower fees, greater transparency, and faster transfer times, attracting customers away from more traditional remittance models.
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Here are the addressable market sizes for IDT's main products and services:
-
Fintech Segment:
- BOSS Revolution Money Remittance: The global remittance market was valued at USD 738.62 billion in 2023 and increased to an estimated USD 905 billion in 2024. It is anticipated to reach USD 1031.45 billion by 2029, growing at a Compound Annual Growth Rate (CAGR) of 5.78%.
- NRS National Retail Solutions (point of sale network): The U.S. Point Of Sale (POS) Terminals Market was valued at USD 17.78 billion in 2025 and is projected to reach USD 25.98 billion by 2031, with a CAGR of 6.35%.
-
net2phone-UCaaS (Unified Communications as a Service) Segment:
- net2phone-UCaaS: The global Unified Communication as a Service (UCaaS) market size was valued at USD 66.42 billion in 2025 and is projected to grow to USD 276.9 billion by 2034, exhibiting a CAGR of 17.10%. In North America, the UCaaS market was valued at USD 24.33 billion in 2024, and the U.S. market is projected to reach USD 18.111 billion by 2026.
-
Traditional Communications Segment:
- Mobile Top-Up: The global mobile payment market size, which includes services like mobile top-up, was valued at USD 88.50 billion in 2024 and is projected to reach USD 587.52 billion by 2030, growing at a CAGR of 38.0%.
- BOSS Revolution Calling (international long-distance calling service): The global international call services market size was valued at USD 1.44 billion in 2024 and is expected to reach USD 2.29 billion by 2032, at a CAGR of 6.0%.
- Carrier Services (wholesale international voice and SMS termination): The global international wholesale voice carrier market was valued at USD 39 billion in 2023 and is estimated to register a CAGR of over 13% between 2024 and 2032.
- net2phone-Platform Services (telephony services to cable operators and others): null
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IDT Corporation anticipates future revenue growth over the next two to three years will primarily be driven by the continued expansion of its higher-margin segments: National Retail Solutions (NRS), Fintech (BOSS Money), and net2phone-UCaaS.
- Expansion of National Retail Solutions (NRS) Platform: Growth is expected from an increase in active point-of-sale (POS) terminals and payment processing accounts, leading to higher merchant services and SaaS fee revenues. The company is also developing new offerings, such as self-ordering kiosks and Android tablet POS systems, to target differentiated retailer verticals and further drive recurring revenue.
- Accelerated Growth of BOSS Money's Digital Remittance Services: Future revenue growth in the Fintech segment is projected through increased digital channel transactions and a continued shift of customers from lower-margin retail channels to higher-margin digital channels. This migration is partially influenced by factors such as the new federal remittance tax, which incentivizes digital transactions. The company also plans to build market share by cross-marketing within the BOSS ecosystem and expanding its reach through integrations like WhatsApp and the deployment of a cross-border digital wallet.
- Net2phone's UCaaS and CCaaS Expansion with AI Integration: Net2phone is expected to grow its revenue by expanding its customer base, increasing subscription revenue, and enhancing Average Revenue Per User (ARPU) through migration to premium plans. A significant driver is the development and deployment of AI-enabled communication tools, including AI Agent and Coach, and agentic AI integrated with unified communications, aiming for AI solutions to be included in a substantial portion of future sales.
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Share Repurchases
- IDT completed $15 million in stock repurchases during the first half of fiscal year 2026.
- The company allocated $18 million to share repurchases in all of fiscal year 2025.
- IDT allocated $11 million to share repurchases in fiscal year 2024.
Share Issuance
- In February 2026, 834 shares of stock were issued upon the vesting of Deferred Stock Units (DSUs) based on the market price.
- As of January 30, 2026, 19,688 shares of stock were issued upon the vesting of DSUs and 32,902 fully vested shares of Restricted Stock.
Outbound Investments
- In June 2025, IDT Corporation purchased 168,122 shares of Rafael Holdings, Inc. Class B common stock for approximately $0.2 million through a rights offering.
- In August 2024, the company sold 3,300 shares of Visa Class A common stock for $0.9 million, which were converted from Visa Series A Preferred shares received in July 2024.
- The company maintains a strong cash position, in part, for potential acquisitions.
Capital Expenditures
- Capital expenditures increased to $6.1 million in the second quarter of fiscal year 2026 from $4.8 million in the second quarter of fiscal year 2025.
- Capital expenditures for the first six months of fiscal year 2026 were $12.0 million, comfortably funded by operating cash flow.
- The company has focused investments on AI product development, particularly for its net2phone segment, leading to new offerings integrated with unified communications.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 43.95 |
| Mkt Cap | 2.4 |
| Rev LTM | 3,310 |
| Op Inc LTM | 269 |
| FCF LTM | 365 |
| FCF 3Y Avg | 407 |
| CFO LTM | 523 |
| CFO 3Y Avg | 502 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.2% |
| Rev Chg 3Y Avg | 7.6% |
| Rev Chg Q | 5.9% |
| QoQ Delta Rev Chg LTM | 1.4% |
| Op Inc Chg LTM | 18.0% |
| Op Inc Chg 3Y Avg | 24.9% |
| Op Mgn LTM | 7.9% |
| Op Mgn 3Y Avg | 4.4% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 10.6% |
| CFO/Rev 3Y Avg | 10.8% |
| FCF/Rev LTM | 8.6% |
| FCF/Rev 3Y Avg | 8.6% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Traditional Communications | 860 | 900 | 1,003 | 1,190 | 1,320 |
| Fintech | 155 | 121 | 87 | 65 | 58 |
| National Retail Solutions | 129 | 103 | 77 | 51 | 25 |
| net2phone | 88 | 82 | 72 | 58 | 45 |
| Corporate | 0 | 0 | 0 | 0 | 0 |
| Total | 1,231 | 1,206 | 1,239 | 1,364 | 1,447 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Traditional Communications | 67 | 56 | 61 | 76 | 82 |
| National Retail Solutions | 28 | 22 | 14 | 11 | -0 |
| Fintech | 15 | -0 | -3 | -7 | -2 |
| net2phone | 5 | 2 | -3 | -11 | -15 |
| Corporate | -14 | -15 | -10 | -9 | -7 |
| Total | 100 | 65 | 61 | 60 | 57 |
| $ Mil | 2006 | 2005 | 2004 | 2003 | 2002 |
|---|---|---|---|---|---|
| Retail Telecommunications Services | 798 | 1,047 | 1,176 | 1,121 | 1,078 |
| Corporate | 477 | 49 | 45 | ||
| IDT Capital | 202 | 161 | |||
| Wholesale Telecommunications Services | 148 | 167 | 174 | 204 | 220 |
| Voice over IP | 131 | 152 | 167 | ||
| IDT Solutions | 7 | 14 | 34 | 94 | |
| IDT Entertainment | 387 | 232 | |||
| Internet Telephony | 146 | ||||
| Media | 127 | 92 | |||
| Winstar | 160 | ||||
| Total | 1,763 | 1,978 | 1,828 | 1,692 | 1,550 |
Price Behavior
| Market Price | $65.86 | |
| Market Cap ($ Bil) | 1.6 | |
| First Trading Date | 05/16/2001 | |
| Distance from 52W High | -3.1% | |
| 50 Days | 200 Days | |
| DMA Price | $58.30 | $52.16 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 13.0% | 26.3% |
| 3M | 1YR | |
| Volatility | 29.0% | 32.1% |
| Downside Capture | -47.01 | 30.01 |
| Upside Capture | 74.12 | 38.32 |
| Correlation (SPY) | -0.4% | 15.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.52 | -0.03 | -0.03 | 0.21 | 0.39 | 0.54 |
| Up Beta | -2.52 | -1.55 | -1.27 | -0.41 | 0.30 | 0.63 |
| Down Beta | 1.48 | 0.17 | 0.46 | 0.46 | 0.57 | 0.57 |
| Up Capture | 212% | 98% | 80% | 62% | 29% | 32% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 14 | 26 | 39 | 69 | 130 | 391 |
| Down Capture | 13% | -23% | -54% | 1% | 37% | 56% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 8 | 17 | 24 | 56 | 119 | 354 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IDT | |
|---|---|---|---|---|
| IDT | 13.8% | 32.0% | 0.44 | - |
| Sector ETF (XLC) | 2.7% | 14.8% | -0.03 | 32.9% |
| Equity (SPY) | 18.8% | 12.9% | 1.07 | 15.6% |
| Gold (GLD) | 23.6% | 28.1% | 0.74 | -4.7% |
| Commodities (DBC) | 30.2% | 19.7% | 1.22 | -12.4% |
| Real Estate (VNQ) | 13.7% | 13.9% | 0.69 | 21.1% |
| Bitcoin (BTCUSD) | -46.8% | 43.0% | -1.34 | 6.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IDT | |
|---|---|---|---|---|
| IDT | 6.2% | 40.4% | 0.26 | - |
| Sector ETF (XLC) | 6.4% | 20.9% | 0.22 | 36.3% |
| Equity (SPY) | 12.6% | 17.1% | 0.56 | 36.7% |
| Gold (GLD) | 17.1% | 18.5% | 0.75 | -0.1% |
| Commodities (DBC) | 9.0% | 19.5% | 0.35 | 2.4% |
| Real Estate (VNQ) | 2.5% | 18.9% | 0.03 | 27.0% |
| Bitcoin (BTCUSD) | 13.4% | 53.3% | 0.43 | 19.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IDT | |
|---|---|---|---|---|
| IDT | 18.9% | 54.6% | 0.53 | - |
| Sector ETF (XLC) | 8.9% | 22.2% | 0.45 | 32.3% |
| Equity (SPY) | 15.0% | 17.9% | 0.71 | 33.9% |
| Gold (GLD) | 11.3% | 16.1% | 0.57 | 1.1% |
| Commodities (DBC) | 7.3% | 18.0% | 0.32 | 11.4% |
| Real Estate (VNQ) | 4.9% | 20.7% | 0.20 | 30.3% |
| Bitcoin (BTCUSD) | 57.6% | 66.2% | 0.98 | 9.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 7/8/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 6/3/2026 | 2.9% | 2.9% | 11.7% |
| 3/10/2026 | -3.5% | -7.1% | -3.0% |
| 12/4/2025 | -3.0% | 1.5% | 3.6% |
| 9/29/2025 | -18.3% | -24.2% | -20.6% |
| 6/5/2025 | 14.4% | 8.0% | 7.9% |
| 3/6/2025 | 10.2% | 2.9% | 6.1% |
| 12/4/2024 | 5.4% | 1.7% | -7.2% |
| 10/8/2024 | 21.1% | 21.6% | 30.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 16 | 16 | 15 |
| # Negative | 8 | 8 | 9 |
| Median Positive | 10.9% | 6.8% | 7.9% |
| Median Negative | -3.9% | -9.9% | -14.3% |
| Max Positive | 39.1% | 57.7% | 55.0% |
| Max Negative | -18.3% | -24.2% | -20.6% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 6/3/2026 | 2.9% | 2.9% | 11.7% |
| 3/10/2026 | -3.5% | -7.1% | -3.0% |
| 12/4/2025 | -3.0% | 1.5% | 3.6% |
| 9/29/2025 | -18.3% | -24.2% | -20.6% |
| 6/5/2025 | 14.4% | 8.0% | 7.9% |
| 3/6/2025 | 10.2% | 2.9% | 6.1% |
| 12/4/2024 | 5.4% | 1.7% | -7.2% |
| 10/8/2024 | 21.1% | 21.6% | 30.5% |
| 6/5/2024 | -3.9% | -6.3% | -6.7% |
| 3/6/2024 | -2.0% | 2.3% | -0.4% |
| 12/5/2023 | 3.9% | 5.9% | 12.5% |
| 10/12/2023 | 6.8% | 10.9% | 5.2% |
| 6/5/2023 | -3.8% | -13.8% | -18.0% |
| 3/8/2023 | 5.0% | 7.6% | 7.4% |
| 12/5/2022 | 11.6% | 3.9% | 2.0% |
| 10/6/2022 | 7.5% | -1.5% | -14.3% |
| 6/2/2022 | -6.1% | -19.8% | -15.9% |
| 3/7/2022 | 1.3% | -0.2% | 4.9% |
| 12/7/2021 | -7.8% | -12.7% | -16.7% |
| 10/6/2021 | 12.0% | 15.5% | 24.9% |
| 6/3/2021 | 15.9% | 18.0% | 55.0% |
| 3/4/2021 | 18.4% | 33.8% | 42.0% |
| 12/3/2020 | 12.7% | 5.8% | 0.7% |
| 10/1/2020 | 39.1% | 57.7% | 38.5% |
| SUMMARY STATS | |||
| # Positive | 16 | 16 | 15 |
| # Negative | 8 | 8 | 9 |
| Median Positive | 10.9% | 6.8% | 7.9% |
| Median Negative | -3.9% | -9.9% | -14.3% |
| Max Positive | 39.1% | 57.7% | 55.0% |
| Max Negative | -18.3% | -24.2% | -20.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 06/09/2026 | 10-Q |
| 01/31/2026 | 03/12/2026 | 10-Q |
| 10/31/2025 | 12/10/2025 | 10-Q |
| 07/31/2025 | 09/29/2025 | 10-K |
| 04/30/2025 | 06/09/2025 | 10-Q |
| 01/31/2025 | 03/12/2025 | 10-Q |
| 10/31/2024 | 12/10/2024 | 10-Q |
| 07/31/2024 | 10/15/2024 | 10-K |
| 04/30/2024 | 06/10/2024 | 10-Q |
| 01/31/2024 | 03/11/2024 | 10-Q |
| 10/31/2023 | 12/11/2023 | 10-Q |
| 07/31/2023 | 10/16/2023 | 10-K |
| 04/30/2023 | 06/09/2023 | 10-Q |
| 01/31/2023 | 03/13/2023 | 10-Q |
| 10/31/2022 | 12/13/2022 | 10-Q |
| 07/31/2022 | 10/14/2022 | 10-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 06/09/2026 | 10-Q |
| 01/31/2026 | 03/12/2026 | 10-Q |
| 10/31/2025 | 12/10/2025 | 10-Q |
| 07/31/2025 | 09/29/2025 | 10-K |
| 04/30/2025 | 06/09/2025 | 10-Q |
| 01/31/2025 | 03/12/2025 | 10-Q |
| 10/31/2024 | 12/10/2024 | 10-Q |
| 07/31/2024 | 10/15/2024 | 10-K |
| 04/30/2024 | 06/10/2024 | 10-Q |
| 01/31/2024 | 03/11/2024 | 10-Q |
| 10/31/2023 | 12/11/2023 | 10-Q |
| 07/31/2023 | 10/16/2023 | 10-K |
| 04/30/2023 | 06/09/2023 | 10-Q |
| 01/31/2023 | 03/13/2023 | 10-Q |
| 10/31/2022 | 12/13/2022 | 10-Q |
| 07/31/2022 | 10/14/2022 | 10-K |
| 04/30/2022 | 06/09/2022 | 10-Q |
| 01/31/2022 | 03/14/2022 | 10-Q |
| 10/31/2021 | 12/10/2021 | 10-Q |
| 07/31/2021 | 10/14/2021 | 10-K |
| 04/30/2021 | 06/09/2021 | 10-Q |
| 01/31/2021 | 03/15/2021 | 10-Q |
| 10/31/2020 | 12/10/2020 | 10-Q |
| 07/31/2020 | 10/14/2020 | 10-K |
| 04/30/2020 | 06/09/2020 | 10-Q |
| 01/31/2020 | 03/11/2020 | 10-Q |
| 10/31/2019 | 12/10/2019 | 10-Q |
| 07/31/2019 | 10/11/2019 | 10-K |
Recent Forward Guidance
Updated 7/27/2026Latest: Q3 2026 Earnings Reported 6/3/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EBITDA | 150.00 Mil | 151.00 Mil | 152.00 Mil | 2.0% | Raised | Guidance: 148.00 Mil for 2026 | |
Prior: Q2 2026 Earnings Reported 3/10/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EBITDA | 147.00 Mil | 148.00 Mil | 149.00 Mil | 3.5% | Raised | Guidance: 143.00 Mil for 2026 | |
Q1 2026 Earnings Reported 12/4/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EBITDA | 141.00 Mil | 143.00 Mil | 145.00 Mil | 0 | Affirmed | Guidance: 143.00 Mil for 2026 | |
Insider Activity
Updated 7/21/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Mason, Joyce J | EVP and Corporate Secretary | Direct | Sell | 7212026 | 62.56 | 3,488 | 218,195 | 2,217,047 | Form |
| 2 | Mason, Joyce J | EVP and Corporate Secretary | Self for Husband | Sell | 7212026 | 62.58 | 505 | 31,601 | 783,584 | Form |
| 3 | Ash, Menachem | EVP of Strategic&Legal Affairs | Direct | Sell | 7172026 | 63.17 | 3,653 | 230,752 | 1,528,219 | Form |
| 4 | Ash, Menachem | EVP of Strategic&Legal Affairs | Direct | Sell | 7172026 | 63.02 | 4,397 | 277,085 | 1,754,766 | Form |
| 5 | Cosentino, Eric F | Direct | Sell | 7012026 | 57.78 | 500 | 28,890 | 31,143 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Mason, Joyce J | EVP and Corporate Secretary | Direct | Sell | 7212026 | 62.56 | 3,488 | 218,195 | 2,217,047 | Form |
| 2 | Mason, Joyce J | EVP and Corporate Secretary | Self for Husband | Sell | 7212026 | 62.58 | 505 | 31,601 | 783,584 | Form |
| 3 | Ash, Menachem | EVP of Strategic&Legal Affairs | Direct | Sell | 7172026 | 63.17 | 3,653 | 230,752 | 1,528,219 | Form |
| 4 | Ash, Menachem | EVP of Strategic&Legal Affairs | Direct | Sell | 7172026 | 63.02 | 4,397 | 277,085 | 1,754,766 | Form |
| 5 | Cosentino, Eric F | Direct | Sell | 7012026 | 57.78 | 500 | 28,890 | 31,143 | Form | |
| 6 | Fischer, Marcelo | Chief Financial Officer | Direct | Sell | 6302026 | 56.98 | 23,323 | 1,329,024 | 1,870,423 | Form |
| 7 | Katsof, Irwin | Direct | Sell | 6152026 | 55.03 | 2,408 | Form | |||
| 8 | Shea, Nadine | EVP of GLOBAL HUMAN RESOURCES | Direct | Sell | 6102026 | 55.32 | 500 | 27,661 | 482,690 | Form |
| 9 | Mason, Joyce J | EVP and Corporate Secretary | Direct | Sell | 4162026 | 50.94 | 2,297 | 117,009 | 1,946,261 | Form |
| 10 | Mason, Joyce J | EVP and Corporate Secretary | Self for Husband | Sell | 4162026 | 50.94 | 907 | 46,206 | 626,867 | Form |
| 11 | Ash, Menachem | EVP of Strategic&Legal Affairs | Direct | Sell | 4162026 | 51.00 | 20,000 | 1,020,000 | 1,644,393 | Form |
| 12 | Fischer, Marcelo | Chief Financial Officer | Direct | Sell | 4162026 | 50.50 | 5,000 | 252,500 | 2,835,424 | Form |
| 13 | Mason, Joyce J | EVP and Corporate Secretary | Self for Son | Sell | 1202026 | 50.28 | 2,505 | 125,964 | 1,443,582 | Form |
| 14 | Pereira, Bill | COO & President | Direct | Sell | 1202026 | 51.17 | 7,287 | 372,876 | 1,801,849 | Form |
| 15 | Fischer, Marcelo | Chief Financial Officer | Direct | Sell | 1162026 | 52.04 | 920 | 47,879 | 2,911,436 | Form |
| 16 | Fischer, Marcelo | Chief Financial Officer | Direct | Sell | 1162026 | 52.03 | 7,009 | 364,702 | 2,958,775 | Form |
| 17 | Fischer, Marcelo | Chief Financial Officer | Direct | Sell | 1122026 | 52.29 | 641 | 33,516 | 3,339,637 | Form |
| 18 | Cosentino, Eric F | Direct | Sell | 10152025 | 47.61 | 200 | 9,523 | 2,524 | Form | |
| 19 | Pereira, Bill | COO & President | Direct | Sell | 10032025 | 49.63 | 41,933 | 2,081,168 | 2,109,309 | Form |
Investor Activity (13F)
Updated Aug 3, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
Industry Resources
| Communication Services Resources |
| Variety |
| The Hollywood Reporter |
| Adweek |
| Integrated Telecommunication Services Resources |
| Fierce Telecom |
| Telecoms.com |
| Light Reading |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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