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Form 8-K · Current Report · Filed 2026-02-12

Toast, Inc. Announces Strong 2025 Financial Results and Increased Share Repurchase Program

On February 12, 2026, Toast, Inc. announced its financial results for the fourth quarter and full year of 2025. The company reported annualized recurring run-rate (ARR) of over $2.0 billion as of December 31, 2025, up 26% year over year. Net income was $101 million for Q4 2025 and Adjusted EBITDA was $163 million. In addition, Toast's Board of Directors authorized a $500 million increase to the share repurchase program for the repurchase of Class A common stock.

Filer
Toast Inc. TOST · NYSE
Filed
Accession
0001650164-26-000050
CIK
0001650164
Signal
Medium impactTechnology

Items reported

Item events

Reported Item

Earnings Beat General Statement Share Repurchase Program Announced

Market reaction

Close before filing

$28.02

Next session

-2.5%

Since filing

+15.2%

Latest close

$32.27

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from TOST reporting the same item, with the next session's move:

About Toast Inc.

Toast Inc. operates as a cloud-based software company providing management solutions specifically tailored for the restaurant industry. The company's primary function is to streamline restaurant operations through its all-in-one platform, which integrates a broad range of functionalities including point of sale (POS) systems, payment processing, inventory management, and employee performance tracking. This comprehensive platform is central to Toast's value proposition, allowing restaurant owners to enhance service efficiency, improve customer experience, and optimize operational workflows. Toast Inc. significantly impacts sectors such as hospitality and food services by catering to establishments of various types and sizes, from single-location diners to multi-location chains. The platform not only supports day-to-day operations but also offers analytics and reporting tools, empowering restaurant leaders with insightful data to drive business decisions. In the financial market, Toast Inc. represents a critical player in the restaurant industry’s digital transformation, underscoring the growing demand for tech-enabled business solutions in food service. Headquartered in Boston, Massachusetts, it underscores the convergence of technology and hospitality, illustrating the modern evolution of industry-specific IT solutions.

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