Toast (TOST) reported $1.63 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 22.1%. EPS of $0.23 for the same period compares to $0.05 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.62 billion, representing a surprise of +0.75%. The company delivered an EPS surprise of -5.47%, with the consensus EPS estimate being $0.24.
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): $51.40 billion versus $51.06 billion estimated by three analysts on average.
- Subscription Annualized Recurring Run-Rate: $1.06 billion versus the three-analyst average estimate of $1.05 billion.
- Locations: 164,000 versus 163,117 estimated by three analysts on average.
- Payments Annualized Recurring Run-Rate: $986 million versus the two-analyst average estimate of $986.68 million.
- Total Annualized Recurring Run-Rate (ARR): $2.05 billion versus the two-analyst average estimate of $2.04 billion.
- Revenue- Financial technology solutions: $1.33 billion compared to the $1.32 billion average estimate based on four analysts. The reported number represents a change of +22.4% year over year.
- Revenue- Subscription services: $256 million compared to the $253.8 million average estimate based on four analysts. The reported number represents a change of +28% year over year.
- Revenue- Hardware and professional services: $43 million compared to the $44.7 million average estimate based on four analysts. The reported number represents a change of -10.4% year over year.
View all Key Company Metrics for Toast here>>>
Shares of Toast have returned -21.4% over the past month versus the Zacks S&P 500 composite's -0.3% 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.
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Toast, Inc. (TOST): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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