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Toast Inc 8-K Filings

TOST NYSE

Every 8-K that Toast Inc (TOST) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow TOST and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TOST filings page.

Rhea-AI Summary

Toast, Inc. reported Q2 2026 results showing revenue growth and profitability. Total revenue was $1,908 million, gross profit $516 million, and operating income $152 million. Net income reached $154 million, or diluted EPS of $0.26, while Adjusted EBITDA was $221 million, including approximately $10 million from tariff refunds.

Key operating metrics expanded: Annualized Recurring Run-Rate rose 25% year over year to $2.4 billion, Gross Payment Volume grew 22% to $60.7 billion, and total locations increased 22% to about 180,000, including roughly 9,500 net new locations in the quarter. Subscription services and financial technology solutions gross profit grew to $585 million, with non-GAAP subscription services and financial technology solutions gross profit of $595 million.

Toast repurchased 19 million shares for $486 million year-to-date through June 30, 2026. For Q3 2026, the company expects non-GAAP subscription services and financial technology solutions gross profit of $615–$625 million and Adjusted EBITDA of $210–$220 million. Full-year 2026 guidance was raised for these metrics to $2,325–$2,355 million and $805–$825 million, respectively.

Rhea-AI Summary

Toast, Inc. reported voting results from its annual shareholder meeting held via live audio webcast on June 12, 2026. Stockholders elected Kent Bennett, Susan Chapman-Hughes and Mark Hawkins as Class II directors for terms running through the 2029 annual meeting.

Support for the nominees was strong, with Mark Hawkins receiving 1,001,250,314 votes for and 7,387,680 withheld, alongside 89,581,415 broker non-votes. Stockholders also ratified Ernst & Young LLP as independent registered public accounting firm, with 1,097,087,998 votes for and minimal opposition.

On an advisory, non-binding basis, stockholders approved compensation for the company’s named executive officers, with 949,420,214 votes for, 58,564,187 against and 653,593 abstentions, plus 89,581,415 broker non-votes.

Rhea-AI Summary

Toast, Inc. reported strong first-quarter 2026 results, highlighted by rapid growth in recurring and payments-driven revenue. Total revenue rose to $1.63 billion, with net income increasing to $126 million from $56 million a year earlier. Diluted earnings per share improved to $0.20 from $0.09.

Annualized recurring run-rate grew 26% to $2.2 billion as of March 31, 2026, supported by Gross Payment Volume of $51.3 billion, up 22%, and approximately 171,000 locations, up 22%. Non-GAAP subscription services and financial technology solutions gross profit reached $529 million, while Adjusted EBITDA rose to $179 million from $133 million. Free cash flow increased to $115 million from $69 million.

Toast repurchased 14 million shares for $378 million year-to-date through May 6, 2026. For Q2 2026, the company guides to non-GAAP subscription and financial technology gross profit of $565–$575 million and Adjusted EBITDA of $185–$195 million. For full-year 2026, it now expects non-GAAP subscription and financial technology gross profit of $2.29–$2.32 billion (21–23% growth) and Adjusted EBITDA of $790–$810 million, both ranges raised versus prior targets.

Rhea-AI Summary

Toast, Inc. reported strong growth for the fourth quarter and full year 2025 and expanded its share repurchase program by $500 million. Full-year revenue reached $6.153 billion versus $4.960 billion in 2024, while GAAP net income jumped to $342 million from $19 million.

Annualized recurring run-rate exceeded $2.0 billion, up 26%, and Gross Payment Volume rose 23% to $195.1 billion. Adjusted EBITDA increased to $633 million from $373 million, with free cash flow of $608 million. Management’s 2026 outlook calls for continued double-digit growth in non-GAAP subscription and financial technology gross profit and higher Adjusted EBITDA.

Rhea-AI Summary

Toast, Inc. appointed Rossana Niola as its new Chief Accounting Officer. She is expected to start on January 26, 2026, and become the company’s principal accounting officer on March 2, 2026. Niola previously spent more than a decade at Mastercard, Inc., most recently serving as Assistant Corporate Controller.

Her compensation includes a $400,000 annual base salary, a one‑time sign‑on bonus of $175,000, and eligibility for an annual cash bonus targeted at 40% of base salary. Toast also expects to grant her restricted stock units valued at $1,500,000 and stock options valued at $1,500,000, vesting over four years with 12.5% vesting after six months and the remainder in equal quarterly installments. After Niola assumes the roles, Ms. Gomez will end her interim accounting officer duties and continue as President, Chief Financial Officer, and principal financial officer.

Rhea-AI Summary

Toast, Inc. furnished an 8-K announcing its financial results for the fiscal quarter ended September 30, 2025. The detailed results are provided in a press release attached as Exhibit 99.1.

The information in this report and Exhibit 99.1 is furnished, not filed, under the Exchange Act and is not subject to Section 18 liabilities, nor incorporated by reference into other filings except if specifically referenced.

Rhea-AI Summary

Toast, Inc. appointed Anutthara Ramamurthy Bharadwaj to its Board of Directors, effective October 24, 2025. She will serve as a Class I director until the 2028 annual meeting of stockholders or earlier if she departs.

Under Toast’s Non-Employee Director Compensation Program, Ms. Bharadwaj will receive standard annual board and committee compensation and an initial grant of restricted stock units valued at $400,000, vesting in equal annual installments over three years, subject to continued service.

She signed the company’s standard indemnification agreement. The company disclosed there are no appointment arrangements, no family relationships, and no related-party transactions reportable under Item 404(a). A press release announcing the appointment was furnished as Exhibit 99.1.