Filing Flows › IDT (IDT) › Q3 FY26 › vs Q3 FY25
IDT (IDT) Q3 FY26 vs Q3 FY25 (year over year)
IDT's revenue rose $13.7M (+5%) from $302M in Q3 FY25 to $316M in Q3 FY26. The biggest changes: National Retail Solutions +$6.9M (+22%); Fintech +$6.4M (+17%); Net2phone +$2.4M (+11%). Gross margin 38.8% against 37.1% (+1.7 pts).
IDT, Q3 FY26: revenue $316M (+4% year over year), operating margin 9.4%, net earnings $21.6M, operating cash flow $18.5M. The chart draws each line against Q3 FY25, the increases inside each band.
Margins
| Q3 FY26 | Q3 FY25 | Change | |
|---|---|---|---|
| Gross margin | 38.8% | 37.1% | +1.7 pts |
| Operating margin | 9.4% | 8.8% | +0.6 pts |
| Net margin | 6.8% | 7.2% | -0.3 pts |
| Free cash flow margin | 4.2% | 23.3% | -19.1 pts |
Every line
| Line | Q3 FY26 | Q3 FY25 | Change | % |
|---|---|---|---|---|
| Traditional Communications | $208M | $210M | −$1.9M | -0.9% |
| Fintech | $45.0M | $38.6M | $6.4M | +17% |
| National Retail Solutions | $38.0M | $31.1M | $6.9M | +22% |
| Net2phone | $24.4M | $22.0M | $2.4M | +11% |
| Revenue | $316M | $302M | $13.7M | +5% |
| Gross profit | $123M | $112M | $10.5M | +9% |
| Cost of revenue | $193M | $190M | $3.2M | +2% |
| Other income, net | $2.5M | $4.2M | −$1.7M | -41% |
| Operating profit | $29.8M | $26.6M | $3.2M | +12% |
| Operating expenses | $92.7M | $85.4M | $7.3M | +9% |
| Pre-tax earnings | $32.3M | $30.8M | $1.5M | +5% |
| Research & development | $13.9M | $12.7M | $1.2M | +9% |
| SG&A | $78.8M | $72.3M | $6.6M | +9% |
| Net earnings | $21.6M | $21.7M | −$79K | -0.4% |
| Minority interests | $2.1M | $1.3M | $864K | +68% |
| Income tax | $8.5M | $7.8M | $709K | +9% |
| Depreciation & amortization | $5.4M | $5.2M | $143K | +3% |
| Share-based compensation | $2.4M | $946K | $1.5M | +156% |
| Working capital & other | $10.9M | −$47.9M | $58.8M | — |
| Operating cash flow | $18.5M | $75.7M | −$57.3M | -76% |
| Free cash flow (OCF − capex) | $13.4M | $70.3M | −$57.0M | -81% |
| Capital expenditures | $5.1M | $5.4M | −$306K | -6% |
Questions
How much did IDT's revenue grow year over year in Q3 FY26?
IDT's revenue rose $13.7M (+5%) from $302M in Q3 FY25 to $316M in Q3 FY26.
What drove IDT's revenue change in Q3 FY26?
National Retail Solutions +$6.9M (+22%); Fintech +$6.4M (+17%); Net2phone +$2.4M (+11%).