Toast (TOST) reported $1.63 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 25.1%. EPS of $0.25 for the same period compares to $0.07 a year ago.
The reported revenue represents a surprise of +2.6% over the Zacks Consensus Estimate of $1.59 billion. With the consensus EPS estimate being $0.24, the EPS surprise was +4.17%.
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.
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): $51.50 billion compared to the $50.62 billion average estimate based on three analysts.
- Subscription Annualized Recurring Run-Rate: $1 billion compared to the $1.01 billion average estimate based on three analysts.
- Locations: 156,000 compared to the 155,431 average estimate based on three analysts.
- Payments Annualized Recurring Run-Rate: $1.01 billion compared to the $988.74 million average estimate based on two analysts.
- Total Annualized Recurring Run-Rate (ARR): $2.02 billion versus the two-analyst average estimate of $2 billion.
- Revenue- Financial technology solutions: $1.35 billion versus $1.31 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +26.1% change.
- Revenue- Subscription services: $244 million versus $237.92 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +29.1% change.
- Revenue- Hardware and professional services: $44 million versus the four-analyst average estimate of $46.77 million. The reported number represents a year-over-year change of -10.2%.
View all Key Company Metrics for Toast here>>>
Shares of Toast have returned -3.3% over the past month versus the Zacks S&P 500 composite's +2.1% 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.
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Toast, Inc. (TOST): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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