Toast (TOST) Operating Leases (2020 - 2026)
Toast's (TOST) quarterly Operating Leases came in at $17.0 million in Q1 2026, down 22.73% year-over-year from $22.0 million in Q1 2025, and down 15.0% quarter-over-quarter from $20.0 million in Q4 2025.
Analysis
Toast (TOST) Operating Leases (2020 - 2026) Analysis & Trends
Toast (TOST) has reported Operating Leases for 7 consecutive years, with $17.0 million the latest figure, recorded in Q1 2026.
- On a quarterly basis, Operating Leases fell 22.73% year-over-year to $17.0 million in Q1 2026; TTM through Mar 2026 was $17.0 million, a 22.73% decrease from a year earlier, with the FY2025 full-year figure at $20.0 million, down 16.67% from the prior year.
- Operating Leases was $17.0 million for Q1 2026 at Toast, down from $20.0 million in the prior quarter.
- Over five years, Operating Leases peaked at $81.0 million in Q3 2022 and troughed at $17.0 million in Q1 2026.
- A 5-year average of $39.9 million and a median of $27.0 million in 2024 frame the typical range for Operating Leases.
- Across the five-year window, Operating Leases plunged 72.84% in 2023 and rose 22.73% in 2024, its largest moves.
- Over 5 years, Operating Leases stood at $80.0 million in 2022, then slumped by 58.75% to $33.0 million in 2023, then fell by 27.27% to $24.0 million in 2024, then dropped by 16.67% to $20.0 million in 2025, then dropped by 15.0% to $17.0 million in 2026.
- The last three Operating Leases figures came in at $17.0 million (Q1 2026), $20.0 million (Q4 2025), and $18.0 million (Q3 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Toast | 19.26 Bn | 17.54 Bn | 516.00 Mn |
| 2 | Agilysys | 3.03 Bn | 2.91 Bn | 55.66 Mn |
| 3 | Diebold Nixdorf | 2.30 Bn | 2.02 Bn | 239.60 Mn |
| 4 | Lightspeed Commerce | 1.42 Bn | 1.05 Bn | 138.56 Mn |
| 5 | NCR Voyix | 1.17 Bn | 920.99 Mn | 177.00 Mn |
| 6 | Par Technology | 762.87 Mn | 684.93 Mn | 56.58 Mn |
| 7 | A2Z Cust2Mate Solutions | 228.03 Mn | 213.25 Mn | 2.51 Mn |
| 8 | Transact Technologies | 54.22 Mn | 34.84 Mn | 7.00 Mn |
| 9 | Table Trac | 27.71 Mn | 19.55 Mn | 2.96 Mn |
| 10 | J & Friends Holdings | 15.30 Mn | 14.32 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 17.00 Mn |
| Dec 31, 2025 | 20.00 Mn |
| Sep 30, 2025 | 18.00 Mn |
| Jun 30, 2025 | 19.00 Mn |
| Mar 31, 2025 | 22.00 Mn |
| Dec 31, 2024 | 24.00 Mn |
| Sep 30, 2024 | 27.00 Mn |
| Jun 30, 2024 | 29.00 Mn |
| Mar 31, 2024 | 30.00 Mn |
| Dec 31, 2023 | 33.00 Mn |
| Sep 30, 2023 | 22.00 Mn |
| Jun 30, 2023 | 25.00 Mn |
| Mar 31, 2023 | 77.00 Mn |
| Dec 31, 2022 | 80.00 Mn |
| Sep 30, 2022 | 81.00 Mn |
| Jun 30, 2022 | 78.00 Mn |
| Mar 31, 2022 | 77.00 Mn |
| Dec 31, 2021 | 77.00 Mn |
| Dec 31, 2020 | 115.00 Mn |