For the quarter ended March 2025, Toast (TOST) reported revenue of $1.34 billion, up 24.4% over the same period last year. EPS came in at $0.20, compared to -$0.15 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.34 billion, representing a surprise of -0.27%. The company delivered an EPS surprise of +5.26%, with the consensus EPS estimate being $0.19.
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 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): $42.2 billion versus $42.38 billion estimated by three analysts on average.
- Subscription Annualized Recurring Run-Rate: $883 million versus the three-analyst average estimate of $867.78 million.
- Locations: 140,000 versus 140,163 estimated by three analysts on average.
- Total Annualized Recurring Run-Rate (ARR): $1.71 billion versus the two-analyst average estimate of $1.71 billion.
- Payments Annualized Recurring Run-Rate: $830 million compared to the $824.03 million average estimate based on two analysts.
- Revenue- Financial technology solutions: $1.08 billion versus $1.08 billion estimated by four analysts on average.
- Revenue- Subscription services: $209 million compared to the $201.35 million average estimate based on four analysts.
- Revenue- Hardware and professional services: $46 million versus $53.03 million estimated by four analysts on average.
View all Key Company Metrics for Toast here>>>
Shares of Toast have returned +3.4% over the past month versus the Zacks S&P 500 composite's +11.3% 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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