Toast (TOST Quick QuoteTOST - Free Report) reported $1.91 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 23.1%. EPS of $0.34 for the same period compares to $0.24 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.87 billion, representing a surprise of +1.89%. The company delivered an EPS surprise of +6.25%, with the consensus EPS estimate being $0.32.

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.

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 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): $60.70 billion versus $60.31 billion estimated by four analysts on average.
• Locations: 180,000 versus 179,376 estimated by four analysts on average.
• Subscription Annualized Recurring Run-Rate: $1.21 billion compared to the $1.19 billion average estimate based on three analysts.
• Payments Annualized Recurring Run-Rate: $1.2 billion versus $1.2 billion estimated by two analysts on average.
• Total Annualized Recurring Run-Rate (ARR): $2.41 billion compared to the $2.39 billion average estimate based on two analysts.
• Revenue- Financial technology solutions: $1.57 billion compared to the $1.55 billion average estimate based on four analysts. The reported number represents a change of +23% year over year.
• Revenue- Subscription services: $290 million compared to the $283.46 million average estimate based on four analysts. The reported number represents a change of +27.8% year over year.
• Revenue- Hardware and professional services: $48 million versus the four-analyst average estimate of $44.25 million. The reported number represents a year-over-year change of +2.1%.
• Subscription services gross profit- Non-GAAP: $236 million compared to the $227.14 million average estimate based on four analysts.
• Financial technology solutions gross profit- Non-GAAP: $359 million versus the four-analyst average estimate of $345.25 million.
• Hardware and professional services gross profit- Non-GAAP: $-64 million versus $-73.72 million estimated by four analysts on average.
• Hardware and professional services gross profit- GAAP: $-68 million compared to the $-81.26 million average estimate based on two analysts.

View all Key Company Metrics for Toast here>>>

Shares of Toast have returned +11.2% over the past month versus the Zacks S&P 500 composite's +1.7% 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.