Toast, Inc.

What Toast, Inc. reported on August 4, 2026

The quarter ending June 30, 2026, against the same quarter a year earlier.

These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.

Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.

What management said

“The first half of 2026 reflects the strength we have across the business. In Q2, recurring gross profit streams 2 grew 28%, GAAP Operating Income margins expanded to 26%, and we added a record 9,500 net locations,”

Quoted verbatim from the release, and shown only when the filing attributes it to a named person.

How the share price reacted

Releases land after the close or before the open, so the move is the session that follows.

What Toast, Inc. does

Toast is a global technology platform built for restaurant and retail businesses. From the busiest local restaurants and shops to large hospitality brands, Toast helps owners and operators manage their businesses more efficiently, drive guest demand, and build lasting success. Toast integrates software, agentic AI, payments, financial technology solutions, and hardware with a broad partner ecosystem. Powering billions of purchases throughout local commerce, Toast delivers the precision and innovation required for modern restaurant and retail environments.

The company’s own description, as it appears at the foot of the release.