Lightspeed POS Inc (LSPD)
NYSE:LSPD
Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.14Last Year’s EPS
0.06Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong execution and accelerating momentum in Lightspeed’s prioritized growth engines: revenue and gross profit grew 15% in Q4, adjusted EBITDA and full-year free cash flow turned positive, customer location additions accelerated, payments and capital products are scaling, and AI-driven product adoption is notable. Challenges include moderation in software growth, heavy hardware discounting compressing hardware margins, a Q4 working-capital-driven free cash flow dip, and the structural impact of the Upserve divestiture on historical comparables. Management highlighted disciplined investment, margin expansion levers, and clear multi-year targets while providing conservative near-term guidance to reflect macro uncertainty.Company Guidance
Quarterly Revenue and Gross Profit Growth
Total revenue in Q4 of fiscal 2026 was $290.8M (reported as $291M), up 15% year-over-year; gross profit for the quarter was $129M, also up 15% year-over-year and ahead of prior outlook.
Improved Profitability and Full-Year Cash Generation
Adjusted EBITDA in Q4 was $15.1M, up 17% year-over-year; adjusted EBITDA for the full fiscal year grew 35% to $72.5M. The company generated positive adjusted free cash flow of $18.2M for fiscal 2026.
Growth Engines Momentum
Revenue from the growth engines increased 24% year-over-year; within those engines GTV grew 19% and customer locations grew 11% in Q4. Growth engines now represent ~75% of revenues and are expected to approach ~80% in fiscal 2027.
Strong Location and Customer Expansion
Net adds of ~3,200 customer locations in Q4 (150,000 total locations) and ~9,400 net locations for the fiscal year, driving an 11% year-over-year increase in ending location counts.
Payments, ARPU and Transaction Momentum
Total monthly ARPU rose to ~$602, up 10% year-over-year. Transaction-based revenue was $185.3M in Q4, up 17% year-over-year; GPV grew 22% year-over-year. Payment penetration increased to ~42% company-wide (46% within growth engines).
Capital & Financial Services Acceleration
Lightspeed Capital (financial services) momentum: capital revenue grew 73% year-over-year in Q4; merchant cash advances outstanding were $118M with payback period down to ~7 months (a 13% improvement). Management expects continued prudent growth (pro forma ~35% growth cited).
Gross Margin Expansion and Cost Efficiency
Full-year gross margin expanded to 43% (up >100 bps year-over-year). Q4 software gross margins improved to 87% (noting a nonrecurring cloud rebate; normalized ~82%). Transaction gross margins rose to 31% from 29% a year ago.
AI Product Launches and Adoption Metrics
Multiple AI-driven product releases (OCR, AI menu imports, AI brand recommendations, AI agents). Adoption highlights: ~30% of restaurant customers adopted Lightspeed Pulse, >20,000 reservations via Lightspeed reservations, ~20% of target restaurant locations adopted Lightspeed Restaurant AI, and retail insights users grew >3x YoY. AI now resolves >80% of support tickets.
Healthy Balance Sheet and Capital Return
Ended Q4 with approximately $454M cash. Shares outstanding down ~6% YoY after $86M of repurchases over 12 months; board-approved buyback authorizations remain in place.
Forward Guidance and Multi-Year Targets
Fiscal 2027 guidance: revenue $1.225B–$1.265B (organic growth 12%–15%); gross profit $565M–$585M (12%–16% organic); adjusted EBITDA $75M–$95M. Three-year growth engine gross profit CAGR target remains 20%–25% and locations CAGR target remains 10%–15% (with consolidated gross profit CAGR target ~15%–18% adjusted for divestiture).
LSPD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LSPD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2026 | $8.96 | $8.37 | -6.58% |
Feb 05, 2026 | $10.10 | $9.31 | -7.82% |
Nov 06, 2025 | $11.59 | $13.44 | +15.96% |
Jul 31, 2025 | $13.15 | $12.44 | -5.40% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lightspeed POS Inc (LSPD) report earnings?
Lightspeed POS Inc (LSPD) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Lightspeed POS Inc (LSPD) earnings time?
Lightspeed POS Inc (LSPD) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LSPD EPS forecast?
LSPD EPS forecast for the fiscal quarter 2027 (Q1) is 0.14.
