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Toast TOST Subscription services — Total Revenue

Other product segments

Financial technology solutions
$1.57B+23.0%
Hardware and professional services
$48M+2.1%

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Other financials

Income statement

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Revenue$1.9B+23.1%
Gross profit$516.0M+31.6%
Operating income$152.0M+90.0%
Net income$154.0M+92.5%
EPS (diluted)$0.26+100%

Balance sheet

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Cash & equivalents$1.3B-8.5%
Total debt$17.0M-22.7%
Total equity$2.0B+12.5%
Total assets$3.2B+15.0%

Cash flow

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Operating cash flow$144.0M-35.4%
CapEx$14.0M-6.7%
Free cash flow$130.0M-37.5%

Valuation

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Market cap$20.18B-24.6%
P/E41.5×-78.0×
P/S-1.9×

Profitability

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Gross margin26.7%+1.5pp
Operating margin6.3%+2.9pp
Net margin7.1%+3.1pp
FCF margin8.5%-0.7pp

Returns & leverage

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Return on equity25.2%+10.7pp
Debt / equity0.0×
Current ratio2.4×-0.2×

Where this comes from

Reported directly by Toast in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Toast’s 10-Q, filed August 5, 2026.

Filed
Aug 4, 2026, 8:00 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001650164-26-000164
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Revenue:
Subscription services$290$227$558$436
Financial technology solutions1,5701,2762,8932,358
Hardware and professional services48478793
Total revenue1,9081,5503,5382,887
Costs of revenue:
Subscription services6464124130
Financial technology solutions1,2119922,2221,823

Item 1. Financial Statements (unaudited)

FAQ

What is Toast's subscription services — total revenue?
Toast (TOST) reported subscription services — total revenue of $290M in Q2 2026.
How has Toast's subscription services — total revenue changed year-over-year?
Toast's subscription services — total revenue increased by 27.8% year-over-year, from $227M to $290M.
What is the long-term trend for Toast's subscription services — total revenue?
Over 4 years (2021 to 2025), Toast's subscription services — total revenue has grown at a 53.4% compound annual growth rate (CAGR), from $169M to $936M.
What does subscription services — total revenue mean?
This metric represents the total revenue generated from recurring software-as-a-service (SaaS) subscriptions provided to restaurant clients. It includes fees for point-of-sale software, digital ordering platforms, and other integrated management tools that customers pay on a recurring basis. This revenue stream is a primary indicator of the company's ability to retain customers and expand its software ecosystem footprint.

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