Toast Inc
F:71Y
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Toast Inc
F:71Y
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Toast Inc
Toast builds restaurant software and the hardware that goes with it. Its system helps eateries take orders, process payments, manage menus, track labor, and run online or in-person service from one setup. The company sells to restaurants of many sizes, with a focus on independent operators and multi-location chains that need a single tool to handle daily front-of-house and back-of-house work. Toast makes money mainly from payment processing, software subscriptions, and related hardware and services. When a restaurant uses Toast to run sales through its system, Toast earns a fee on those transactions, and it also charges for software packages and add-on products such as payroll, ordering, and guest management tools. That mix gives Toast recurring revenue tied directly to the restaurant’s day-to-day activity. What makes Toast different is that it sits right at the center of restaurant operations, not just at the cash register. Its products are built to replace several separate tools with one connected platform, so restaurants can manage service, payments, staffing, and digital orders in one place. That makes Toast more like a restaurant operating system than a simple payment company.
Toast builds restaurant software and the hardware that goes with it. Its system helps eateries take orders, process payments, manage menus, track labor, and run online or in-person service from one setup. The company sells to restaurants of many sizes, with a focus on independent operators and multi-location chains that need a single tool to handle daily front-of-house and back-of-house work.
Toast makes money mainly from payment processing, software subscriptions, and related hardware and services. When a restaurant uses Toast to run sales through its system, Toast earns a fee on those transactions, and it also charges for software packages and add-on products such as payroll, ordering, and guest management tools. That mix gives Toast recurring revenue tied directly to the restaurant’s day-to-day activity.
What makes Toast different is that it sits right at the center of restaurant operations, not just at the cash register. Its products are built to replace several separate tools with one connected platform, so restaurants can manage service, payments, staffing, and digital orders in one place. That makes Toast more like a restaurant operating system than a simple payment company.
Strong quarter: Toast said Q1 results exceeded expectations, with recurring gross profit streams up 27%, ARR up 26%, and GAAP operating income margin crossing 20% for the first time at 21%.
Guidance raised: The company lifted full-year 2026 guidance for recurring gross profit growth to 21% to 23% and adjusted EBITDA to $790 million to $810 million.
AI push: Management is using AI both to sell new products and to run the business more efficiently, highlighting 40,000 weekly active Toast IQ locations and about 40% of support interactions resolved by AI.
New growth engines: Toast is leaning into enterprise, international, and retail, while also expanding Toast Local and launching Toast IQ Grow with its first AI agent.
Margin story: Despite reinvesting in growth, Toast expanded SaaS gross margin to 81% and said it still sees a path to 40%-plus long-term EBITDA margins.
Hardware and supply: Management said it is increasing inventory to secure supply into 2027 and expects the P&L impact from hardware costs to be larger in 2027 than 2026, but not structural over the long term.
