Lightspeed POS Inc. Q3 2026 Earnings Recap

LSPD.TO Q3 2026 February 6, 2026

Lightspeed delivered a strong Q3 2026 performance with revenue of $312 million and adjusted EBITDA of $20.2 million, exceeding market expectations and demonstrating effective execution of its growth strategy.

Earnings Per Share Beat

$0.21 vs $0.20 est.

+4.0% surprise

Revenue Beat

428928900 vs 427509500 est.

+0.3% surprise

Market Reaction

1-Day -0.86%

5-Day -6.19%

30-Day +2.35%

Key Takeaways

Revenue grew 21% year-over-year in key growth sectors, retail in North America and hospitality in Europe, representing two-thirds of total revenue.
Adjusted EBITDA increased by 22%, and the company achieved positive free cash flow of $15 million for the second consecutive quarter.
Customer locations increased by 9% year-over-year, with approximately 2,600 net new locations added, supporting a targeted 10% to 15% CAGR over the next three years.
The introduction of new AI-driven products and expanded services contributed to a 13% year-over-year growth in software revenue within core growth engines.
Continued investment in outbound sales and product innovation indicates robust commitment to long-term growth while maintaining profitability.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit LSPD.TO on AllInvestView.