Toast Sets Date for Full-Year and Q4 2025 Financial Results
31.01.2026 - 16:14:05
The cloud-based restaurant software provider Toast has officially scheduled the release of its fourth quarter and full-year 2025 financial results. Investors and analysts will gain detailed insights into the company's performance after the U.S. market closes on Thursday, February 12, 2026.
A key question ahead of the report is whether the company managed to meet its upgraded annual guidance. Management previously revised its outlook upward during the year, setting ambitious targets that will now be put to the test.
For the complete fiscal year 2025, Toast is targeting an adjusted gross profit in the range of $1.865 billion to $1.875 billion. This figure represents a significant 32% increase compared to the prior year. The company also anticipates an adjusted EBITDA between $610 million and $620 million for the year.
This growth is underpinned by continued market expansion. The technology platform was most recently operational across approximately 156,000 restaurant locations.
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Quarterly Expectations and Growth Drivers
The spotlight for the final quarter is on the following key metrics from the company's current forecast:
* Q4 Adjusted Gross Profit (Software & Fintech): $480 to $490 million, which would equate to year-over-year growth of 22% to 25%.
* Q4 Adjusted EBITDA: Projected to be $140 to $150 million.
Management expects the adjusted gross profit from subscriptions and financial technology services to reach up to $490 million for Q4. This projection suggests a continuation of the positive momentum established in the fall. Toast had already demonstrated strong traction in the third quarter, boosting its annual recurring revenue (ARR) by 30% to over $2.0 billion. Furthermore, its gross processing volume (GPV) showed substantial growth, recently reaching $51.5 billion per quarter.
The upcoming release will clarify if the company's profitability in the seasonally crucial fourth quarter kept pace with this robust expansion. Following the New York market close, a management conference call is scheduled for 5:00 PM Eastern Time (23:00 CET) to detail the results and provide concrete guidance for the new fiscal year.
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