← IDT overview

IDT vs Itron: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

IDT Corporation (IDT)

Q3 2026
▲2▼2

IDT's growth units now drive profit, but remittance tax and weak retail sales weigh

  • Growth businesses now generate most profit IDT's three growth units — NRS, BOSS Money, and net2phone — now produce about two-thirds of gross profit and 53% of adjusted EBITDA, even though they are only a third of revenue. That mix shift lifts profit quality and supports the stock.

    This is the core structural reason IDT is moving: profit is increasingly coming from faster-growing, higher-margin businesses.

  • Record FY2026 results and strong FY2027 guidance IDT reported record full-year results with gross profit up 18% and guided FY2027 adjusted EBITDA to $176–$180 million. Management also declared a regular dividend. Solid guidance gives investors confidence in continued growth.

    The earnings report and guidance are the main new hard numbers that directly affect how investors value IDT.

  • New federal tax hits cash remittances A new federal tax on cash-originated remittances cut retail money-transfer revenue from the retailer agent channel by 17%. That is a real drag on the legacy business and could keep weighing on overall growth.

    This is the clearest new negative force on IDT's results and a genuine counterweight to the growth story.

  • Weak August same-store sales at NRS retailers August same-store sales at independent retailers on IDT's NRS network fell 1.1% and units sold dropped 1.6%, after a 3.3% gain in July. Softer consumer demand at those stores can slow NRS growth and is a caution flag.

    It shows a real demand headwind inside IDT's fastest-growing segment, balancing the positive growth narrative.

September 2026
▲2▼2

IDT's growth units now drive profit, but remittance tax and weak retail sales weigh

  • Growth businesses now generate most profit IDT's three growth units — NRS, BOSS Money, and net2phone — now produce about two-thirds of gross profit and 53% of adjusted EBITDA, even though they are only a third of revenue. That mix shift lifts profit quality and supports the stock.

    This is the core structural reason IDT is moving: profit is increasingly coming from faster-growing, higher-margin businesses.

  • Record FY2026 results and strong FY2027 guidance IDT reported record full-year results with gross profit up 18% and guided FY2027 adjusted EBITDA to $176–$180 million. Management also declared a regular dividend. Solid guidance gives investors confidence in continued growth.

    The earnings report and guidance are the main new hard numbers that directly affect how investors value IDT.

  • New federal tax hits cash remittances A new federal tax on cash-originated remittances cut retail money-transfer revenue from the retailer agent channel by 17%. That is a real drag on the legacy business and could keep weighing on overall growth.

    This is the clearest new negative force on IDT's results and a genuine counterweight to the growth story.

  • Weak August same-store sales at NRS retailers August same-store sales at independent retailers on IDT's NRS network fell 1.1% and units sold dropped 1.6%, after a 3.3% gain in July. Softer consumer demand at those stores can slow NRS growth and is a caution flag.

    It shows a real demand headwind inside IDT's fastest-growing segment, balancing the positive growth narrative.

Latest
▲2▼2

IDT's growth units now drive profit, but remittance tax and weak retail sales weigh

  • Growth businesses now generate most profit IDT's three growth units — NRS, BOSS Money, and net2phone — now produce about two-thirds of gross profit and 53% of adjusted EBITDA, even though they are only a third of revenue. That mix shift lifts profit quality and supports the stock.

    This is the core structural reason IDT is moving: profit is increasingly coming from faster-growing, higher-margin businesses.

  • Record FY2026 results and strong FY2027 guidance IDT reported record full-year results with gross profit up 18% and guided FY2027 adjusted EBITDA to $176–$180 million. Management also declared a regular dividend. Solid guidance gives investors confidence in continued growth.

    The earnings report and guidance are the main new hard numbers that directly affect how investors value IDT.

  • New federal tax hits cash remittances A new federal tax on cash-originated remittances cut retail money-transfer revenue from the retailer agent channel by 17%. That is a real drag on the legacy business and could keep weighing on overall growth.

    This is the clearest new negative force on IDT's results and a genuine counterweight to the growth story.

  • Weak August same-store sales at NRS retailers August same-store sales at independent retailers on IDT's NRS network fell 1.1% and units sold dropped 1.6%, after a 3.3% gain in July. Softer consumer demand at those stores can slow NRS growth and is a caution flag.

    It shows a real demand headwind inside IDT's fastest-growing segment, balancing the positive growth narrative.

Itron Inc (ITRI)

Q3 2026
▲3▼1

Itron's AI Software Push and Record Margins Offset Revenue Decline

  • Q2 Earnings Beat and Raised Guidance Itron reported Q2 EPS of $1.59, beating expectations, and raised full-year 2026 revenue and EPS guidance. The stock jumped over 26% as investors focused on record gross margin and strong free cash flow, signaling confidence in future profits.

    This is the primary event that drove the stock's major move and sets the positive tone for the period.

  • New AI-Powered Software Launches Itron launched IEE Cloud AI for meter data management and Riva Gen6 meters in Asia-Pacific, expanding its software and hardware offerings. These products help utilities use data better and support grid stability, potentially driving future recurring revenue and market growth.

    These launches represent new growth avenues and reinforce Itron's shift to higher-margin software, which can lift long-term earnings.

  • Security Partnership for Smart Meters Itron partnered with Crytica Security to embed real-time threat detection in smart meters, addressing a critical vulnerability. This enhances product value and aligns with the software-centric strategy, potentially increasing demand from security-conscious utilities.

    This partnership strengthens Itron's competitive edge and supports its higher-margin software focus, which is key to the investment thesis.

  • Revenue Decline and Backlog Dip Despite profit growth, Q2 revenue fell 7% to $563 million due to a 17% drop in Networked Solutions, and backlog slipped to $4.4 billion. This shows underlying demand challenges that could pressure future sales if the trend continues.

    This is the main counterweight to the positive earnings, highlighting a real risk that investors should consider.

August 2026
▲3▼1

Itron's AI Software Push and Record Margins Offset Revenue Decline

  • Q2 Earnings Beat and Raised Guidance Itron reported Q2 EPS of $1.59, beating expectations, and raised full-year 2026 revenue and EPS guidance. The stock jumped over 26% as investors focused on record gross margin and strong free cash flow, signaling confidence in future profits.

    This is the primary event that drove the stock's major move and sets the positive tone for the period.

  • New AI-Powered Software Launches Itron launched IEE Cloud AI for meter data management and Riva Gen6 meters in Asia-Pacific, expanding its software and hardware offerings. These products help utilities use data better and support grid stability, potentially driving future recurring revenue and market growth.

    These launches represent new growth avenues and reinforce Itron's shift to higher-margin software, which can lift long-term earnings.

  • Security Partnership for Smart Meters Itron partnered with Crytica Security to embed real-time threat detection in smart meters, addressing a critical vulnerability. This enhances product value and aligns with the software-centric strategy, potentially increasing demand from security-conscious utilities.

    This partnership strengthens Itron's competitive edge and supports its higher-margin software focus, which is key to the investment thesis.

  • Revenue Decline and Backlog Dip Despite profit growth, Q2 revenue fell 7% to $563 million due to a 17% drop in Networked Solutions, and backlog slipped to $4.4 billion. This shows underlying demand challenges that could pressure future sales if the trend continues.

    This is the main counterweight to the positive earnings, highlighting a real risk that investors should consider.

Latest
▲3▼1

Itron's AI Software Push and Record Margins Offset Revenue Decline

  • Q2 Earnings Beat and Raised Guidance Itron reported Q2 EPS of $1.59, beating expectations, and raised full-year 2026 revenue and EPS guidance. The stock jumped over 26% as investors focused on record gross margin and strong free cash flow, signaling confidence in future profits.

    This is the primary event that drove the stock's major move and sets the positive tone for the period.

  • New AI-Powered Software Launches Itron launched IEE Cloud AI for meter data management and Riva Gen6 meters in Asia-Pacific, expanding its software and hardware offerings. These products help utilities use data better and support grid stability, potentially driving future recurring revenue and market growth.

    These launches represent new growth avenues and reinforce Itron's shift to higher-margin software, which can lift long-term earnings.

  • Security Partnership for Smart Meters Itron partnered with Crytica Security to embed real-time threat detection in smart meters, addressing a critical vulnerability. This enhances product value and aligns with the software-centric strategy, potentially increasing demand from security-conscious utilities.

    This partnership strengthens Itron's competitive edge and supports its higher-margin software focus, which is key to the investment thesis.

  • Revenue Decline and Backlog Dip Despite profit growth, Q2 revenue fell 7% to $563 million due to a 17% drop in Networked Solutions, and backlog slipped to $4.4 billion. This shows underlying demand challenges that could pressure future sales if the trend continues.

    This is the main counterweight to the positive earnings, highlighting a real risk that investors should consider.