Canadian POS provider Lightspeed Commerce Q4 revenue beats estimates

Lightspeed Commerce

21/05/2026 12:11

Overview

Canada commerce platform's Q4 revenue rose 15% yr/yr, beating analyst expectations

Company renewed share buyback for up to 10% of public float, part of $400 mln program

Outlook

Lightspeed expects Q1 revenue of $305 mln to $315 mln

Gross profit of $136 mln to $141 mln

Lightspeed forecasts fiscal 2027 adjusted EBITDA of $75 mln to $95 mln

Result Drivers

CORE SEGMENTS - Retail in North America and hospitality in Europe drove Q4 revenue growth, with revenue up 24% yr/yr and GTV up 19% yr/yr

PAYMENTS & SOFTWARE ADOPTION - Increased adoption of payments solutions, new software modules and higher-GTV customers contributed to ARPU growth

Company press release: ID:nPnbG1ym5a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$290.80 mln
$282.09 mln (14 Analysts)
Q4 Net Income
-$28.57 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy."

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 16 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)