Lightspeed Commerce Inc. (LSPD Quick QuoteLSPD - Free Report) reported $290.8 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 14.8%. EPS of $0.08 for the same period compares to $0.10 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $282.22 million, representing a surprise of +3.04%. The company delivered an EPS surprise of -20%, with the consensus EPS estimate being $0.10.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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:

• Customer Locations: 150,000 compared to the 148,975 average estimate based on two analysts.
• Revenues- Subscription: $93.34 million versus the four-analyst average estimate of $93.2 million. The reported number represents a year-over-year change of +6.2%.
• Revenues- Hardware and other: $12.13 million versus $8.91 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +56.5% change.
• Revenues- Transaction-based: $185.32 million versus $180.14 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +17.4% change.

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

Shares of Lightspeed POS have returned -9.8% over the past month versus the Zacks S&P 500 composite's +4.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.