Toast, Inc. (TOST) Form 8-K — Aug 4, 2026
Toast reported strong second-quarter 2026 results on August 4, with net income of $154 million, nearly double the $80 million earned in Q2 2025, and diluted EPS of $0.26 versus $0.13 a year ago. Total revenue rose to $1,908 million from $1,550 million. Growth metrics stayed robust: annualized recurring run-rate grew 25% to $2.4 billion, gross payment volume rose 22% to $60.7 billion, and the company added a record approximately 9,500 net locations to reach roughly 180,000 total. New wins include BWH Hotels endorsing Toast as a POS and an expanded TGI Fridays rollout into the UK.
Key figures
- Eps
- 0.26
- Revenue
- 1908000000
- Guidance
- Q3 2026: non-GAAP subscription & fintech gross profit $615M-$625M (22-24% growth); Adjusted EBITDA $210M-$220M. FY 2026: non-GAAP subscription & fintech gross profit $2,325M-$2,355M (23-25% growth, up from 21-23%); Adjusted EBITDA $805M-$825M (up from $790M-$810M).
- Net Income
- 154000000
- Revenue Yoy
- 23%
- Total Assets
- 3181000000
- Cash Position
- 1015000000
- Arr
- $2.4 billion (+25% YoY)
- Gpv
- $60.7 billion (+22% YoY)
- Free Cash Flow
- $130 million vs $208 million in Q2 2025
- Adjusted Ebitda
- $221 million vs $161 million in Q2 2025
- Total Locations
- approximately 180,000 (+22% YoY)
- Net New Locations
- 9500
- Operating Income
- $152 million vs $80 million in Q2 2025
- Ytd Share Repurchases
- $486 million for 19 million shares
- Marketable Securities
- $698 million
- Q3 Guidance Gross Profit
- $615-$625 million
- Q3 Guidance Adjusted Ebitda
- $210-$220 million
- Tariff Refund One Time Benefit
- $10 million
Price after filing
Close on the filing date to close N calendar days later (from $32.85). Historical, not a forecast.
AI analysis
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