We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Toast (TOST) Reports Q3 Earnings: What Key Metrics Have to Say
Read MoreHide Full Article
Toast (TOST - Free Report) reported $1.98 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 21.3%. EPS of $0.37 for the same period compares to $0.25 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.96 billion, representing a surprise of +0.84%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.37.
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): $61.80 billion versus the four-analyst average estimate of $61.94 billion.
Subscription Annualized Recurring Run-Rate: $1.28 billion versus the four-analyst average estimate of $1.27 billion.
Locations: 189,000 versus 187,891 estimated by four analysts on average.
Payments Annualized Recurring Run-Rate: $1.22 billion versus $1.24 billion estimated by two analysts on average.
Total Annualized Recurring Run-Rate (ARR): $2.5 billion compared to the $2.5 billion average estimate based on two analysts.
Revenue- Financial technology solutions: $1.62 billion versus $1.61 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +20.4% change.
Revenue- Subscription services: $317 million compared to the $305.6 million average estimate based on four analysts. The reported number represents a change of +29.9% year over year.
Revenue- Hardware and professional services: $45 million versus $44.51 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.3% change.
Subscription services gross profit- Non-GAAP: $262 million versus $245.7 million estimated by four analysts on average.
Financial technology solutions gross profit- Non-GAAP: $380 million versus $376.06 million estimated by four analysts on average.
Hardware and professional services gross profit- Non-GAAP: $-81 million compared to the $-72.47 million average estimate based on four analysts.
Hardware and professional services gross profit- GAAP: $-85 million versus $-75.65 million estimated by two analysts on average.
Shares of Toast have returned +11.3% over the past month versus the Zacks S&P 500 composite's -2.3% 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.
View the Zacks #1 Rank List
Image: Bigstock
Toast (TOST) Reports Q3 Earnings: What Key Metrics Have to Say
Toast (TOST - Free Report) reported $1.98 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 21.3%. EPS of $0.37 for the same period compares to $0.25 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.96 billion, representing a surprise of +0.84%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.37.
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:View all Key Company Metrics for Toast here>>>
Shares of Toast have returned +11.3% over the past month versus the Zacks S&P 500 composite's -2.3% 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.