HighGravityDataCurrent guidance
6 items
Toast
Guidance from Toast’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Aug 4, 2026
Data checked
Aug 4, 2026
What changed in the Aug 4, 2026 release
Each item compared with the same item in the previous release (May 7, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Adjusted EBITDA | for Q3 FY2026 | — | “$210 million to $220 million” | Filing ↗ |
| Raised | Adjusted EBITDA | for FY2026 | “$790 million to $810 million” | “$805 million to $825 million” | Filing ↗ |
| New | Non-GAAP subscription services and financial technology solutions gross profit | for Q3 FY2026 | — | “$615 million to $625 million (22-24% growth compared to Q3 2025)” | Filing ↗ |
| Raised | Non-GAAP subscription services and financial technology solutions gross profit | for FY2026 | “$2,290 million to $2,320 million” | “$2,325 million to $2,355 million” | Filing ↗ |
Show 1 item not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Locations | for the long term | “serving many multiples of the 134,000 locations we do today” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Adjusted EBITDA | “$210 million to $220 million” | for Q3 FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA | “$805 million to $825 million” | for FY2026 | Company-defined | Feb 10, 2026 | 3 | Filing ↗ |
| Non-GAAP subscription services and financial technology solutions gross profit | “$615 million to $625 million (22-24% growth compared to Q3 2025)” | for Q3 FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Non-GAAP subscription services and financial technology solutions gross profit | “$2,325 million to $2,355 million” | for FY2026 | Company-defined | Feb 10, 2026 | 3 | Filing ↗ |
Long term
No period stated
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Share repurchase program | “an increase of $500 million” | — | Declared action | Feb 10, 2026 | 1 | Filing ↗ |
How one item moved
Adjusted EBITDA, for FY2025 — every statement across the year, each linked to its filing.
How your Payments & fintech sector group guides
12 companies in Payments & fintech. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| Jack Henry & Associates | Aug 18, 2026 | 9 changes |
| Fiserv | Aug 6, 2026 | 8 changes |
| Shift4 Payments | Aug 6, 2026 | 15 changes |
| Corpay | Aug 5, 2026 | 13 changes |
| Global Payments | Aug 5, 2026 | 14 changes |
| Remitly | Aug 5, 2026 | 9 changes |
| FIS | Aug 4, 2026 | 12 changes |
| Flywire | Aug 4, 2026 | 7 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 | Long-term | No period |
|---|---|---|---|---|---|
| Adjusted EBITDA | 6 statements | 8 statements | 2 statements | — | — |
| Non-GAAP subscription services and financial technology solutions gross profit | 6 statements | 8 statements | 2 statements | — | — |
| ARR | — | — | — | 1 statement | — |
| Locations | — | — | — | 1 statement | — |
| Share repurchase program | — | — | — | — | 1 statement |
The full record for Toast and its Payments & fintech peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 4, 2026 | FY2026 Q2 | 0001650164-26-000162 | 4 | Open filing ↗ |
| May 7, 2026 | FY2026 Q1 | 0001650164-26-000113 | 4 | Open filing ↗ |
| Feb 10, 2026 | FY2025 Q4 | 0001650164-26-000050 | 6 | Open filing ↗ |
| Nov 4, 2025 | FY2025 Q3 | 0001650164-25-000334 | 4 | Open filing ↗ |
| Aug 5, 2025 | FY2025 Q2 | 0001650164-25-000288 | 4 | Open filing ↗ |
| May 8, 2025 | FY2025 Q1 | 0001650164-25-000175 | 4 | Open filing ↗ |
| Feb 19, 2025 | FY2024 Q4 | 0001650164-25-000066 | 5 | Open filing ↗ |
| Nov 7, 2024 | FY2024 Q3 | 0001650164-24-000381 | 4 | Open filing ↗ |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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