Lightspeed Commerce Inc. (LSPD Quick QuoteLSPD - Free Report) reported $323.79 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 1.5%. EPS of $0.17 for the same period compares to $0.16 a year ago.

The reported revenue represents a surprise of +0.95% over the Zacks Consensus Estimate of $320.75 million. With the consensus EPS estimate being $0.16, the EPS surprise was +6.25%.

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

• Customer Locations: 146,000 versus 146,650 estimated by two analysts on average.
• Revenues- Subscription: $97.76 million compared to the $96.56 million average estimate based on four analysts. The reported number represents a change of +4.5% year over year.
• Revenues- Hardware and other: $12.16 million compared to the $10.61 million average estimate based on four analysts. The reported number represents a change of +26% year over year.
• Revenues- Transaction-based: $213.87 million compared to the $214.69 million average estimate based on four analysts. The reported number represents a change of -0.9% year over year.

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

Shares of Lightspeed POS have returned +13% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.