Toast reported third quarter 2026 financial results, highlighting net income of $169 million and a 24% increase in annualized recurring run-rate to $2.5 billion. The company also raised its full-year guidance for Adjusted EBITDA and non-GAAP gross profit. Additionally, President and CFO Elena Gomez announced her departure effective at the end of the year, with SVP of Finance Michael Senno appointed as her successor.
Net income reached $169 million in the third quarter of 2026 compared to $105 million in the prior-year period.
Annualized recurring run-rate (ARR) grew 24% year-over-year to $2.5 billion as of September 30, 2026.
Full-year 2026 Adjusted EBITDA guidance was raised to a range of $840 million to $850 million.
Michael Senno was appointed Chief Financial Officer effective January 1, 2027, succeeding Elena Gomez.
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From Toast, Inc.'s 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$6.15B
+24.1%
$0.56
+1766.7%
5.6%
FY2024
$4.96B
+28.3%
$0.03
—
0.4%
FY2023
$3.87B
+41.5%
$-0.47
—
-6.4%
FY2022
$2.73B
+60.2%
$-0.72
—
-10.1%
FY2021
$1.71B
+107.2%
$-1.68
—
-28.6%
Frequently asked questions
When is Toast's next earnings date?
Toast has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Toast earn last quarter?
For the quarter ended Sep 2026, Toast reported diluted EPS of $0.29 (+81.2% year over year) on revenue of $1.98B (+21.3%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.