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Toast Inc (TOST)
NYSE:TOST
Earnings Data
Report Date
Feb 12, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.24Last Year’s EPS
0.18Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Toast reported strong growth in ARR, significant expansion into new markets, and successful product innovations. While there are some concerns about consumer spending normalization and a minor website pricing error, the company's performance and strategic advancements position it positively.Company Guidance
Record ARR Achievement
Toast surpassed $2 billion in ARR for the first time, doubling its ARR in just two years, underscoring the strength and diversity of its business model.
Strong Quarterly Performance
Toast delivered a 34% top line growth and 35% margins. Adjusted EBITDA was $176 million, with margins expanding 5 percentage points year-over-year to 35%.
Expansion into New Markets
Toast expanded its presence with marquee wins such as Nordstrom, TGI Fridays, and Everbowl. It also announced an expanded partnership with Uber to drive guest demand and better manage off-premise sales.
International and New Market Growth
International SaaS ARPU is up 20% year-over-year. Enterprise, international, and food and beverage retail are collectively on pace to reach $100 million in ARR this year.
Innovative Product Introductions
Toast launched AI products like Toast IQ and Toast Advertising, driving strong adoption. More than 25,000 restaurants have used Toast IQ over 235,000 times since early October.
TOST 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
TOST Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 04, 2025 | $35.64 | $39.02 | +9.48% |
Aug 05, 2025 | $47.71 | $45.94 | -3.71% |
May 08, 2025 | $36.65 | $40.84 | +11.43% |
Feb 19, 2025 | $39.98 | $40.26 | +0.70% |
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 Toast Inc (TOST) report earnings?
Toast Inc (TOST) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).
What is Toast Inc (TOST) earnings time?
Toast Inc (TOST) earnings time is at Feb 12, 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 TOST EPS forecast?
TOST EPS forecast for the fiscal quarter 2025 (Q4) is 0.24.
