Toast (TOST Quick QuoteTOST - Free Report) reported $1.63 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 21.9%. EPS of $0.29 for the same period compares to $0.20 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.63 billion, representing a surprise of +0.1%. The company delivered an EPS surprise of +4.81%, with the consensus EPS estimate being $0.28.

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 Toast performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Gross Payment Volume (GPV): $51.30 billion versus $50.96 billion estimated by three analysts on average.
• Subscription Annualized Recurring Run-Rate: $1.13 billion compared to the $1.11 billion average estimate based on three analysts.
• Locations: 171,000 versus the three-analyst average estimate of 170,227.
• Payments Annualized Recurring Run-Rate: $1.03 billion compared to the $1.01 billion average estimate based on two analysts.
• Total Annualized Recurring Run-Rate (ARR): $2.15 billion versus the two-analyst average estimate of $2.12 billion.
• Revenue- Financial technology solutions: $1.32 billion versus $1.31 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +22.3% change.
• Revenue- Subscription services: $268 million versus the three-analyst average estimate of $264.59 million. The reported number represents a year-over-year change of +28.2%.
• Revenue- Hardware and professional services: $39 million versus the three-analyst average estimate of $47.92 million. The reported number represents a year-over-year change of -15.2%.
• Subscription services gross profit- Non-GAAP: $217 million versus the three-analyst average estimate of $209.61 million.
• Financial technology solutions gross profit- Non-GAAP: $312 million compared to the $306.24 million average estimate based on three analysts.
• Hardware and professional services gross profit- Non-GAAP: $-68 million versus the three-analyst average estimate of $-55.13 million.
• Hardware and professional services gross profit- GAAP: $-72 million compared to the $-57.46 million average estimate based on two analysts.

View all Key Company Metrics for Toast here>>>

Shares of Toast have returned +8% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.