The strong Q1 beat and maintained guidance reinforce the turnaround narrative. Monitor Q2 FY2027 results for sustained organic revenue growth in the 12-16% range and further progress toward the FY2028 Adjusted Free Cash Flow target of $95M. The aggressive buyback signals management confidence.
Price Chart
Executive Summary
Lightspeed Commerce reported FQ1 2027 revenue of $322.7M (organic growth +17% YoY, exceeding outlook), a net loss narrowing to ($2.4M) from ($49.6M) a year ago, and adjusted EBITDA of $17.5M. The company maintained its full-year guidance, executed $86M in share repurchases, and completed the Upserve divestiture, demonstrating improved operational execution and a focused growth strategy on retail in North America and hospitality in Europe.
Key Facts
- Q1 FY2027 revenue of $322.7 million, organic growth of 17% year-over-year, exceeding the company's outlook
- Net loss improved to ($2.4 million) or ($0.02) per share from ($49.6 million) or ($0.35) per share in the prior year
- Adjusted EBITDA of $17.5 million, up from $15.9 million in the prior year
- Adjusted Income of $17.4 million, or $0.13 per share, versus $7.9 million, or $0.06 per share a year ago
- Cash and cash equivalents of $372.1 million at June 30, 2026
- Repurchased and cancelled 7 million shares for $86 million during the quarter
- Maintained full-year FY2027 guidance: revenue $1,225M-$1,265M (organic growth 12%-15%), gross profit $565M-$585M, Adjusted EBITDA $75M-$95M
- Completed sale of non-core Upserve U.S. hospitality product line for up to $81 million
Financial Impact
Revenue beat with organic growth of 17% YoY; net loss reduction of ~$47M vs prior year; Adjusted EBITDA margin improvement; $86M share buyback deployed
Risk Factors
- Organic revenue growth deceleration in Q2 guidance to 12-16% from 17% in Q1
- Negative free cash flow of ($4.4M) adjusted, though expected to improve as guided
- Macroeconomic headwinds from inflation/tariffs affecting SMB customers
- Integration and execution risk from ongoing restructuring and product pivots
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001823306-26-000037 |
| Document: july3020266-kpr.htm | 0001823306-26-000037 |
| Document: 0001823306-26-000037-index-headers.html | 0001823306-26-000037 |
| Document: 0001823306-26-000037-index.html | 0001823306-26-000037 |
| Document: 0001823306-26-000037.txt | 0001823306-26-000037 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 18d ago | 6-K | $10.41 | awaiting T+60 | — | $11.09 (+6.53%) |
Aug 25, 2026 8w ago | 6-K | $10.64 | awaiting T+60 | — | $11.09 (+4.23%) |
Jul 31, 2026 12w ago | 6-K | $10.11 $11.09 | ▲ +9.69% | ▲ +7.24% | $11.09 (+9.69%) |
Jul 30, 2026 12w ago | 6-K | $9.66 $11.13 | ▲ +15.22% | ▲ +12.75% | $11.09 (+14.80%) |
Jul 30, 2026 12w ago | 6-K | $9.66 $11.13 | ▲ +15.22% | ▲ +12.75% | $11.09 (+14.80%) |
Jul 9, 2026 15w ago | 6-K | $10.22 $9.82 | ▼ −3.91% | ▼ −5.55% | $11.09 (+8.51%) |
May 21, 2026 22w ago | 6-K | $8.37 $10.23 | ▲ +22.22% | ▲ +17.92% | $11.09 (+32.50%) |
May 7, 2026 24w ago | 6-K | $9.78 $10.27 | ▲ +5.01% | ▲ +1.18% | $11.09 (+13.39%) |
Apr 29, 2026 25w ago | 6-K | $9.06 $9.91 | ▲ +9.38% | ▲ +5.27% | $11.09 (+22.41%) |
Apr 9, 2026 28w ago | 6-K | $8.62 $10.63 | ▲ +23.32% | ▲ +12.54% | $11.09 (+28.65%) |
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