Filing Flows › Toast (TOST) › Guidance history
Toast (TOST) guidance history: what it guided and what it reported
Toast gave guidance in 12 earnings releases on file since Feb 15, 2024. Its releases raised guidance 9 times and lowered it once.
Gross profit
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $610M–$620M (Nov 3, 2026) | — | to be reported | — |
| Q3 2026 | $615M–$625M (Aug 4, 2026) | — | — | — |
| Q2 2026 | $565M–$575M (May 7, 2026) | — | — | — |
| FY2026 | $2.3B–$2.3B (Feb 12, 2026) → raised $2.3B–$2.3B (May 7, 2026) → raised $2.3B–$2.4B (Aug 4, 2026) → raised $2.4B–$2.4B (Nov 3, 2026) | — | to be reported | — |
| Q1 2026 | $505M–$515M (Feb 12, 2026) | — | — | — |
| Q4 2025 | $480M–$490M (Nov 4, 2025) | — | — | — |
| FY2025 | $1.7B–$1.8B (Feb 19, 2025) → raised $1.9B–$1.9B (Nov 4, 2025) | — | — | — |
| Q1 2025 | $385M–$395M (Feb 19, 2025) | — | — | — |
| FY2024 | $1.3B–$1.3B (Feb 15, 2024) | — | — | — |
| Q1 2024 | $275M–$285M (Feb 15, 2024) | — | — | — |
Adjusted EBITDA
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $200M–$210M (Nov 3, 2026) | — | to be reported | — |
| Q3 2026 | $210M–$220M (Aug 4, 2026) | — | — | — |
| Q2 2026 | $185M–$195M (May 7, 2026) | — | — | — |
| FY2026 | $775M–$795M (Feb 12, 2026) → raised $790M–$810M (May 7, 2026) → raised $805M–$825M (Aug 4, 2026) → raised $840M–$850M (Nov 3, 2026) | — | to be reported | — |
| Q1 2026 | $160M–$170M (Feb 12, 2026) | — | — | — |
| Q4 2025 | $140M–$150M (Nov 4, 2025) | — | — | — |
| FY2025 | $510M–$530M (Feb 19, 2025) → raised $540M–$560M (May 8, 2025) → raised $565M–$585M (Aug 5, 2025) → raised $610M–$620M (Nov 4, 2025) | — | — | — |
| Q1 2025 | $100M–$110M (Feb 19, 2025) | — | — | — |
| FY2024 | $200M–$220M (Feb 15, 2024) → raised $250M–$270M (May 7, 2024) → raised $285M–$305M (Aug 6, 2024) → raised $352M–$362M (Nov 7, 2024) | — | — | — |
| Q1 2024 | $15.0M–$25.0M (Feb 15, 2024) | — | — | — |
The latest quarter
Toast, Q3 2026: revenue $2.0B (+21% year over year), operating margin 8.3%, net earnings $169M, operating cash flow $198M. The chart follows the revenue to costs, profit and cash.
Questions
Does Toast beat its guidance?
Toast gave guidance in 12 earnings releases on file since Feb 15, 2024. Its releases raised guidance 9 times and lowered it once.
How often does Toast raise guidance?
Its earnings releases raised guidance 9 times and lowered it once since Feb 15, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.