IDT-B

Q4 FY2026 EarningsFY26 Q4 results beat consensus across the board: revenue of $1,298M vs. $1,278M expected, and gross margin of 38.3% vs. 38.0% expected. Diluted EPS (GAAP) of $3.46 was slightly below the $3.71 consensus, primarily due to an accelerated stock-based compensation charge of $10.5M. The growth rotation continues to accelerate, with high-margin segments NRS, Fintech, and net2phone growing combined revenue by 17.6% YoY and now contributing significantly to operating profit.