Lightspeed Commerce beats Q1 revenue estimates, maintains FY27 outlook

Lightspeed Commerce

30/07/2026 12:19

Overview
Canada commerce platform's fiscal Q1 revenue grew 17% organically, beating analyst expectations
Adjusted EPS for fiscal Q1 slightly missed analyst expectations
Company repurchased $86 mln in shares during the quarter

Outlook
Lightspeed sees Q2 revenue of $316 mln to $326 mln, organic growth of 12% to 16%
Company expects Q2 gross profit of $141 mln to $146 mln, organic growth of 10% to 14%
Lightspeed maintains FY27 outlook, sees revenue of $1.225 bln to $1.265 bln, organic growth of 12% to 15%

Result Drivers
CORE SEGMENT GROWTH - Revenue in North American retail and European hospitality rose 20% year-over-year, with customer locations up 10%
PAYMENTS ADOPTION - Increased adoption of payments solutions drove higher ARPU and record payments penetration

Company press release: ID:nPn1sMXNBa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$322.70 mln
$315.11 mln (13 Analysts)
Q1 Adjusted EPS
Miss
$0.13
$0.14 (9 Analysts)
Q1 Net Loss
 
$2.42 mln
 

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy."
The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 13 three months ago

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(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.)