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Red Flags Detected

  • Civil Investigative Demand (new) — FTC investigation disclosed with draft complaint and proposed settlement order received in June 2026; company unable to estimate potential loss.
NYSE: TOST Toast, Inc. 10-Q

Toast revenue up 23.1% to $1.91B, net income $154.0M, but FTC probe looms

Filed August 5, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 6, 2025 · ~1 min read

Key Changes

  • high

    Revenue grew 23.1% to $1.91B, net income rose 92.5% to $154M, and diluted EPS doubled to $0.26.

    MD&A: Results verify on EDGAR →
  • high

    FTC sent a draft complaint and proposed settlement order in June 2026; company unable to estimate potential loss.

    Notes: Legal view on EDGAR →
  • high

    Share repurchases surged to $486M in H1 2026, leaving only $100M of the $750M authorization.

    MD&A: Buyback verify on EDGAR →

1 more material change behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 1, 2026 · How we verify