Q2 FY2026 EarningsQ2 FY26 delivered a beat on both top and bottom lines: revenue reached $1,908M vs. $1,873M expected (+1.87%), while GAAP EPS of $0.26 significantly exceeded the $0.20 consensus. Growth was driven by a 22% YoY increase in total Locations (180,000) and a 23% surge in Financial Technology solutions revenue ($1.57B). Profitability was bolstered by a $10M one-time tariff refund and disciplined operating expense growth, though net income was slightly impacted by a $159M share repurchase in the quarter and ongoing legal uncertainties regarding an FTC investigation.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Toast(TOST) the Revenue is 1.908 B (+23.1%), Beat estimate;the EBIT is 210 M (+44.83%), Beat estimate;the EPS is 0.26 (+100%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.91B23.10%
1.87B20.83%
+0.04B2.27%
EBITExceed expectations
0.21B44.83%
0.19B29.19%
+0.02B15.64%
EPSExceed expectations
0.26100.00%
0.202856.02%
+0.057243.98%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf