IDT Corporation’s Growth Trajectory Gains Momentum

IDT Corporation continues to demonstrate robust performance, with its National Retail Solutions (NRS) division reporting a significant surge in recurring revenue. The segment's operational strength is highlighted by a 39% increase, bringing its trailing twelve-month (TTM) recurring revenue to $129 million. This progress raises questions about whether the company can sustain similar momentum across its other diverse business lines.

• NRS Recurring Revenue (TTM): $129 million (39% growth)
• Total Company Revenue (TTM): $1.2 billion
• NRS Adjusted EBITDA Margin: 27.7%
• Financial Position: Debt-free with $220 million in net cash

The company operates from a position of considerable financial power. With $220 million in cash and short-term investments and no debt, IDT possesses substantial resources to fund future strategic initiatives. This solid balance sheet underpins the expansion of its varied portfolio, which spans international money transfers, point-of-sale platforms, and cloud communication services.

Should investors sell immediately? Or is it worth buying IDT?

Profitability Metrics Show Improvement

The impressive revenue climb within the NRS unit is matched by enhanced profitability. For the first quarter of fiscal 2026, the division's adjusted EBITDA margin reached 27.7%. Supporting this positive outlook, recent data from the NRSInsights subsidiary indicates a favorable retail environment. In December, comparable-store retail sales advanced by 4.5% year-over-year, while prices for top-selling items rose by an average of 2.3%.

Market attention now turns to the continuation of this growth narrative. IDT is scheduled to release its results for the second quarter of fiscal 2026 on Thursday, March 5, 2026. This upcoming report is anticipated to provide a clearer view of how operational advances across all business segments are translating into the company's overall financial performance.