For the quarter ended December 2025, Lightspeed Commerce Inc. (LSPD) reported revenue of $312.35 million, up 11.5% over the same period last year. EPS came in at $0.15, compared to $0.12 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $311.2 million, representing a surprise of +0.37%. The company delivered an EPS surprise of +21.66%, with the consensus EPS estimate being $0.12.
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 Lightspeed POS performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Customer Locations: 148,000 versus 146,243 estimated by two analysts on average.
- Revenues- Subscription: $92.95 million versus the five-analyst average estimate of $94.59 million. The reported number represents a year-over-year change of +5.6%.
- Revenues- Hardware and other: $9.95 million versus $9.33 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -4.5% change.
- Revenues- Transaction-based: $209.45 million versus $207.26 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +15.3% change.
View all Key Company Metrics for Lightspeed POS here>>>
Shares of Lightspeed POS have returned -16.6% over the past month versus the Zacks S&P 500 composite's +0.5% 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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Lightspeed Commerce Inc. (LSPD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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