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Toast (TOST) guidance and outlook
Toast (TOST) raised some and lowered other parts of its guidance on Nov 3, 2026: Gross profit $610M–$620M for the quarter ending Dec 31, 2026; Gross profit −22% to +24% for the quarter ending Dec 31, 2026; EBITDA $200M–$210M for the quarter ending Dec 31, 2026; Gross profit $2.4B for the year ending Dec 31, 2026. Toast's 10-Q filed Nov 4, 2026 makes 3 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Gross profit | the quarter ending Dec 31, 2026 | $610M–$620M | new |
| Gross profit | the quarter ending Dec 31, 2026 | −22% to +24% | new |
| EBITDA | the quarter ending Dec 31, 2026 | $200M–$210M | new |
| Gross profit | the year ending Dec 31, 2026 | $2.4B | raised |
| Gross profit | the year ending Dec 31, 2026 | −26% | lowered |
| EBITDA | the year ending Dec 31, 2026 | $840M–$850M | raised |
From the earnings release filed Nov 3, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- Our historical results are not necessarily indicative of the results that may be expected for any period in the future.
- We believe that financial technology solutions revenue from both existing and potential future products will continue to represent a significant proportion of our overall revenue mix, and seasonality will continue to impact our results of operations.
- We do not anticipate any material changes, or material changes in trends, related to our net working capital requirements, liquidity or cash flows in the near term, other than for items disclosed within this Quarterly Report on Form 10-Q and our 2025 Annual Report on Form 10-K.
Toast's 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
Did Toast raise or lower its guidance?
Toast (TOST) raised some and lowered other parts of its guidance on Nov 3, 2026: Gross profit $610M–$620M for the quarter ending Dec 31, 2026; Gross profit −22% to +24% for the quarter ending Dec 31, 2026; EBITDA $200M–$210M for the quarter ending Dec 31, 2026; Gross profit $2.4B for the year ending Dec 31, 2026.
What does Toast expect?
Our historical results are not necessarily indicative of the results that may be expected for any period in the future. We believe that financial technology solutions revenue from both existing and potential future products will continue to represent a significant proportion of our overall revenue mix, and seasonality will continue to impact our results of operations. We do not anticipate any material changes, or material changes in trends, related to our net working capital requirements, liquidity or cash flows in the near term, other than for items disclosed within this Quarterly Report on F
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.