Filing Flows › Comparisons › IDT vs TDS
IDT vs Telephone & Data Systems: IDT and TDS compared
IDT is the larger company: $339M of revenue in its latest quarter (Q4 FY26) against $307M for Telephone & Data Systems (Q3 2026). IDT is growing faster (+7% against -0.6% a year earlier). IDT is more profitable, with an operating margin of 9.8% against -9.8%.
Where the money goes: IDT and TDS
IDT (IDT) · Q4 FY26
IDT, Q4 FY26: revenue $339M (+7% year over year), operating margin 9.8%, net earnings $21.7M, operating cash flow $44.4M. The chart follows the revenue to costs, profit and cash.
Telephone & Data Systems (TDS) · Q3 2026
Telephone & Data Systems, Q3 2026: revenue $307M (-0.6% year over year), operating margin -9.8%, net earnings $58.7M, operating cash flow −$108M. The chart follows the revenue to costs, profit and cash.
| IDT (IDT) | Telephone & Data Systems (TDS) | |
|---|---|---|
| Latest quarter | Q4 FY26 | Q3 2026 |
| Revenue | $339M | $307M |
| Revenue growth, Y/Y | +7% | -0.6% |
| Gross margin | 39.8% | — |
| Operating margin | 9.8% | -9.8% |
| Net earnings | $21.7M | $58.7M |
| Net margin | 6.4% | 19.1% |
| Operating cash flow | $44.4M | −$108M |
| Free cash flow | $38.4M | — |
| Market value | $2.0B | $3.9B |
| P/E | 21.5× | 5.9× |
| Analysts’ mean target | $85.00 | $47.50 |
Where the revenue comes from
IDT
- Traditional Communications: $222M (65%)
- Fintech: $47.1M (14%)
- National Retail Solutions: $45.0M (13%)
- Net2phone: $24.9M (7%)
Telephone & Data Systems
- Service: $249M (81%)
- Site rental: $52.5M (17%)
- Equipment and product sales: $5.7M (2%)
Questions
Which is bigger, IDT or Telephone & Data Systems?
IDT is the larger company: $339M of revenue in its latest quarter (Q4 FY26) against $307M for Telephone & Data Systems (Q3 2026).
Is IDT or Telephone & Data Systems growing faster?
IDT is growing faster (+7% against -0.6% a year earlier).
Which is more profitable, IDT or Telephone & Data Systems?
IDT is more profitable, with an operating margin of 9.8% against -9.8%.
More: IDT earnings · how IDT makes money · Telephone & Data Systems earnings · how Telephone & Data Systems makes money
From the companies' latest 10-Q, 10-K or earnings release (10-K filed Sep 29, 2026; 10-Q filed Nov 6, 2026). Fiscal quarters can end on different dates. Not investment advice.