Toast Q1 net income $126M, ARR $2.2B (+26%), adds 7K locations

Toast, Inc.

2026-Q1 EPS reported $0.20 revenue$1,630,000,000

Net income $126M (diluted EPS $0.20) vs $56M ($0.09) in Q1 2025; Adjusted EBITDA $179M.
ARR reached $2.2B (+26% YoY); total locations ~171,000 (+22%); GPV $51.3B (+22%).
Subscription & fintech gross profit $520M GAAP (+32%); operating income $110M (21% margin).
Repurchased 14M shares for $378M year-to-date through May 6; free cash flow $115M in Q1.

item 2.02 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Toast, Inc. reported first quarter ended March 31, 2026 results: net income $126 million, EPS $0.20.

Period: first quarter ended March 31, 2026
Net income: $126 million
EPS: $0.20
Result: reported results

Exact text from the filing

Financial Results Annualized recurring run-rate (ARR) grew 26% to $2.2 billion as of March 31, 2026 Added approximately 7,000 net new Locations in first quarter Net income was $126 million and Adjusted EBITDA was $179 million in first quarter Repurchased 14 million shares for $378 million year-to-date through May 6, 2026 BOSTON, MA – May 7, 2026 – Toast (NYSE:

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Source: SEC EDGAR

accession 0001650164-26-000113

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