Toast's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-03. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $1,981 million (+21.3% vs a year earlier) |
| Diluted EPS (GAAP) | $0.29 |
| Full-year guidance | Raised |
Guidance
Toast raised 2026 recurring gross profit guidance to $2,375–2,385 million (26% growth) and adjusted EBITDA to $840–850 million.
Why this label: 2026 adjusted EBITDA $840-850M '(up from $805 million to $825 million)'; recurring gross profit guide also raised; no revenue or EPS guide.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| non-GAAP subscription services and financial technology solutions gross profit | FY2026 | $2,375–2,385 million (26% growth) | 23–25% growth |
| adjusted EBITDA | FY2026 | $840–850 million | $805–825 million |
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| non-GAAP subscription services and financial technology solutions gross profit | Q4 2026 | $610–620 million (22–24% growth) |
| adjusted EBITDA | Q4 2026 | $200–210 million |
From the release
Revenue: "Total revenue · 1,981 · 1,633"
Earnings per share: "Diluted earnings per share was $0.29 in Q3 2026 compared to $0.16 in Q3 2025."
non-GAAP subscription services and financial technology solutions gross profit: "Non-GAAP subscription services and financial technology solutions gross profit in the range of $2,375 million to $2,385 million (26% growth compared to 2025, up from 23-25% growth)."
adjusted EBITDA: "Adjusted EBITDA in the range of $840 million to $850 million (up from $805 million to $825 million)."
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: ARR grew 24% to $2.5 billion; about 8,500 net new locations added in Q3.
Source
Toast earnings release (SEC filing), accession 0001650164-26-000214, filed 2026-11-03.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.