What changed
Toast printed GAAP EPS of $0.29, missing consensus of $0.37 by $0.08 (-22.3%). Revenue came in at $1,981M, up 21.3% YoY. Management guided Q4 FY26 other to $0.6B-$0.6B and FY2026 other to $2.4B-$2.4B. Net income was $169M.
Why it matters
Toast printed GAAP EPS of $0.29, missing consensus of $0.37 by $0.08 (-22.3%). Revenue came in at $1,981M, up 21.3% YoY. Management guided Q4 FY26 other to $0.6B-$0.6B and FY2026 other to $2.4B-$2.4B.