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Lightspeed Commerce Inc. (LSPD:CA) Q2 2027 Earnings Call TranscriptLightspeed Commerce Inc. (LSPD:CA) Q2 2027 Earnings Call Transcript
Lightspeed Commerce is navigating a strategic reset marked by a 2025Q4 impairment and a mandated payments migration that has decelerated revenue growth to 4.1% YoY in 2027Q1.
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Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.17+6.3% vs $0.16 | — vs $321M |
Q3 2026 Jul 30, 2026 | $0.13+18.2% vs $0.11 | $323M+3.9% vs $311M |
Q2 2026 May 21, 2026 | $0.08-20.0% vs $0.10 | $291M+2.8% vs $283M |
Q1 2026 Feb 5, 2026 | $0.15+25.0% vs $0.12 | $312M+0.3% vs $311M |
Lightspeed Commerce Inc. (LSPD:CA) Q2 2027 Earnings Call Transcript
Lightspeed Commerce Inc. (LSPD) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.16 per share a year ago.
Although the revenue and EPS for Lightspeed POS (LSPD) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Second quarter revenue of $323.8 million and organic1 revenue growth of 15% year-over-year Gross profit of $142.8 million and organic1 gross profit growth of 11% year-over-year GPV as a percentage of GTV of 45% in the quarter Across retail in North America and hospitality in Europe: Revenue grew 17% year-over-year, GTV grew 14% year-over-year and GPV as a percentage of GTV reached 50% Lightspeed reports in US dollars and in accordance with IFRS Accounting Standards. MONTREAL, Nov. 5, 2026 /PRNewswire/ -- Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD) ("Lightspeed" or the "Company"), the unified omnichannel platform powering ambitious retail, golf, and hospitality businesses in over 100 countries, today announced financial results for the three and six months ended September 30, 2026.
Benchmark LSPD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Lightspeed Commerce Inc. (LSPD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $10.29 | $1.42B | -19.70 | 13.95% | -5.51% | -4.76% | — | |
| $20.55 | $847.61M | -13.49 | 30.16% | -12.24% | -7.69% | — | |
| $8.54 | $1.31B | -76.39 | 5.23% | -4.23% | -5.7% | — | |
| $43.96 | $3.04B | 34.38 | 25.5% | 2.03% | 5.67% | 0.77% | |
| $34.67 | $20.11B | 37.32 | 24.05% | 7.69% | 26.05% | — | |
| $422.65 | $789.11B | 33.84 | 14.55% | 52.51% | 64.52% | 0.63% |
Lightspeed Commerce Inc. (LSPD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Lightspeed Commerce Inc. (LSPD) stock FAQ — growth, dividends, profitability & financials explained
Lightspeed Commerce Inc. (LSPD) reported $1.25B in revenue over the trailing twelve months. Revenue was $1.23B in fiscal year 2026. That is 2780% more than the $42.6M of fiscal year 2016.
Lightspeed Commerce Inc. (LSPD) grew revenue by 8.0% over the trailing twelve months, compared with the twelve months before.
No. Lightspeed Commerce Inc. (LSPD) reported a net loss of $68.8M over the trailing twelve months.
Lightspeed Commerce Inc. (LSPD) had a return on equity (ROE) of -4.8% over the trailing twelve months. A negative ROE means the company lost money over the period.
Lightspeed Commerce Inc. (LSPD) had negative free cash flow of $10.6M over the trailing twelve months.
