Filing Flows › IDT (IDT) › Q4 FY26 › vs Q3 FY26
IDT (IDT) Q4 FY26 vs Q3 FY26 (quarter over quarter)
IDT's revenue rose $23.3M (+7%) from $316M in Q3 FY26 to $339M in Q4 FY26. The biggest changes: Traditional Communications +$13.7M (+7%); National Retail Solutions +$7.0M (+18%); Fintech +$2.1M (+5%). Gross margin 39.8% against 38.8% (+1.0 pts).
IDT, Q4 FY26: revenue $339M (+7% year over year), operating margin 9.8%, net earnings $21.7M, operating cash flow $44.4M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Gross margin | 39.8% | 38.8% | +1.0 pts |
| Operating margin | 9.8% | 9.4% | +0.4 pts |
| Net margin | 6.4% | 6.8% | -0.4 pts |
| Free cash flow margin | 11.3% | 4.2% | +7.1 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Traditional Communications | $222M | $208M | $13.7M | +7% |
| Fintech | $47.1M | $45.0M | $2.1M | +5% |
| National Retail Solutions | $45.0M | $38.0M | $7.0M | +18% |
| Net2phone | $24.9M | $24.4M | $554K | +2% |
| Revenue | $339M | $316M | $23.3M | +7% |
| Gross profit | $135M | $123M | $12.3M | +10% |
| Cost of revenue | $204M | $193M | $10.9M | +6% |
| Other income, net | $3.3M | $2.5M | $815K | +33% |
| Operating profit | $33.2M | $29.8M | $3.4M | +11% |
| Operating expenses | $102M | $92.7M | $8.9M | +10% |
| Pre-tax earnings | $36.5M | $32.3M | $4.2M | +13% |
| Research & development | $14.0M | $13.9M | $101K | +0.7% |
| SG&A | $86.7M | $78.8M | $7.8M | +10% |
| Net earnings | $21.7M | $21.6M | $97K | +0.4% |
| Minority interests | $2.7M | $2.1M | $583K | +27% |
| Income tax | $12.1M | $8.5M | $3.6M | +42% |
| Depreciation & amortization | $5.3M | $5.4M | −$9K | -0.2% |
| Share-based compensation | $1.8M | $2.4M | −$661K | -27% |
| Working capital & other | $15.6M | −$10.9M | $26.5M | — |
| Operating cash flow | $44.4M | $18.5M | $25.9M | +140% |
| Free cash flow (OCF − capex) | $38.4M | $13.4M | $25.0M | +187% |
| Capital expenditures | $6.0M | $5.1M | $936K | +18% |
Questions
How much did IDT's revenue grow quarter over quarter in Q4 FY26?
IDT's revenue rose $23.3M (+7%) from $316M in Q3 FY26 to $339M in Q4 FY26.
What drove IDT's revenue change in Q4 FY26?
Traditional Communications +$13.7M (+7%); National Retail Solutions +$7.0M (+18%); Fintech +$2.1M (+5%).