Lightspeed POS (LSPD) Reports Q3 Earnings: What Key Metrics Have to Say

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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This article originally published on Zacks Investment Research (zacks.com).

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