---
schema_version: "secwatch.filing_event.v1"
accession: "0001650164-26-000113"
form_type: "8-K"
ticker: "TOST"
cik: "0001650164"
company_name: "Toast, Inc."
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T21:49:39.587005+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001650164-26-000113
- form_type: 8-K
- ticker: TOST
- cik: 0001650164
- company_name: Toast, Inc.
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1650164/000165016426000113/0001650164-26-000113-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1650164/000165016426000113/tost-20260507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001650164-26-000113
- JSON: https://secwatch.observer/filing/0001650164-26-000113.json
- Plain text: https://secwatch.observer/filing/0001650164-26-000113.txt

## Key facts
- Earnings Releases
  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
  source text: 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:
  evidence_url: https://www.sec.gov/Archives/edgar/data/1650164/000165016426000113/0001650164-26-000113-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.