Lightspeed Commerce Inc. (LSPD Quick QuoteLSPD - Free Report) reported $318.96 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 15.1%. EPS of $0.16 for the same period compares to $0.13 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $307.09 million, representing a surprise of +3.87%. The company delivered an EPS surprise of +45.45%, with the consensus EPS estimate being $0.11.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Lightspeed POS performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Subscription: $93.54 million compared to the $93.31 million average estimate based on four analysts.
• Revenues- Hardware and other: $9.65 million compared to the $8.62 million average estimate based on four analysts.
• Revenues- Transaction-based: $215.77 million versus $206.01 million estimated by four analysts on average.

View all Key Company Metrics for Lightspeed POS here>>>

Shares of Lightspeed POS have returned -3.2% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.