IDT's third quarter revenue beats estimates driven by fintech growth, prompting raised fiscal 2026 guidance.

IDT Corporation reported third quarter fiscal 2026 revenue of $315.7 million, up 5% year-over-year, and GAAP EPS of $0.87. The company achieved record consolidated quarterly gross profit of $122.5 million, an increase of 9% from the prior year, with gross margin expanding 170 basis points to 38.8%.

Key Highlights

• National Retail Solutions (NRS) recurring revenue grew 22% year-over-year to $36.0 million, driven by growth in Merchant Services and SaaS fees.
• The Fintech segment's revenue increased 17% to $45.0 million, led by a 27% increase in BOSS Money digital channel revenue.
• The company raised its full-year 2026 Adjusted EBITDA guidance to a range of $150 million to $152 million, up from $147 million to $149 million previously.