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What this page is: Delvantic's full research page for Lightspeed Commerce Inc. (LSPD) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.
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Lightspeed Commerce Inc. is a prominent provider of cloud-based point of sale (POS) solutions and e-commerce platforms tailored for small to medium-sized businesses. The company aims to empower businesses by offering versatile and user-friendly software that integrates various functionalities such as inventory management, sales analytics, and customer relationship management. Its platforms are crucial for retailers, restaurants, and hospitality sectors aiming to streamline their operations and enhance customer engagement. Founded in 2005 and headquartered in Montreal, Canada, Lightspeed Commerce has expanded its reach across multiple industries and regions, distinguishing itself with scalable solutions that cater to both in-store and e-commerce needs. The company's software facilitates seamless transactions, detailed reporting, and enhanced visibility of sales channels, thereby helping clients optimize their business performance. In the financial market, Lightspeed Commerce Inc. serves as a significant player in the tech and retail solutions industries, driving innovation for business operations. With a strong emphasis on the digital transformation of commerce, Lightspeed remains a central figure for enterprises seeking comprehensive and adaptive POS and e-commerce solutions in a rapidly evolving digital landscape.
Earnings Schedule
Checked daily · calendar updated Aug 9| Print date | EPS est. | EPS actual | Revenue est. | Revenue actual |
|---|---|---|---|---|
| Jul 30, 2026 | $0.12 | $0.13 +8.3% | — | — |
| May 21, 2026 | $0.12 | $0.08 -33.3% | — | — |
| May 8, 2026 | $0.11 | $0.13 +18.2% | — | — |
| Feb 5, 2026 | $0.15 | $0.15 +0.0% | — | — |
Green = beat the estimate, red = missed. An earnings print is the fastest way a thesis changes — our designations should be re-read after each one.
Recent SEC Filings
| Filed | Form | Document |
|---|---|---|
| Jul 31, 2026 | 6-K | View |
| Jul 30, 2026 | 6-K | View |
| Jul 30, 2026 | 6-K | View |
| Jul 9, 2026 | 6-K | View |
| Jun 26, 2026 | 6-K | View |
| Jun 15, 2026 | 144 | View |
| Jun 8, 2026 | 144 | View |
| May 26, 2026 | 144 | View |
| May 21, 2026 | 40-F | View |
| May 21, 2026 | 6-K | View |
| May 7, 2026 | 6-K | View |
| Apr 29, 2026 | 6-K | View |
Filings link to the SEC’s EDGAR system. Annual/quarterly reports (10-K, 10-Q, 20-F) carry the full story; 8-K/6-K current reports are the fastest signal that something material happened.
Price Overview
Last updated: Aug 9, 2026 4:03am (just now)Price History (1 Year)
Revenue & Net Income Trend
This company does not file structured financial statements with the U.S. SEC, so quarterly figures aren't available from our filings-based data engine. Annual figures shown here come from the sources that do cover it.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
EPS (Diluted): -4.34
Total Equity: $1.66B
Shares: 153,676,514
Total Debt: $0.00
Cash: $558.47M
EBITDA: -$595.02M
Total Debt: $0.00
Cash: $558.47M
Revenue: $1.08B
Shares: 153,676,514
Revenue: $1.08B
Revenue: $1.08B
Revenue: $1.08B
Total Equity: $1.66B
Tax Rate: -1.2%
Equity: $1.66B
Total Debt: $0.00
Cash: $558.47M
Current Liabilities: $148.98M
Long-Term Debt: $0.00
Total Debt: $0.00
Total Equity: $1.66B
Shares: 153,676,514
Shares: 153,676,514
CapEx: -$3.78M
Shares: 153,676,514
Stock Price: $10.46
Net Income: -$667.20M
Income Statement (Annual)
Last updated: Aug 7, 2026 2:55am (2d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $221.7M | $548.4M | $730.5M | $909.3M | $1.1B |
| Cost of Revenue | $94.4M | $277.2M | $398.5M | $524.0M | $626.6M |
| Gross Profit | $127.3M | $271.2M | $332.0M | $385.3M | $450.2M |
| Operating Expenses | $257.0M | $589.5M | $1.4B | $588.3M | $1.1B |
| Operating Income | -$129.7M | -$318.3M | -$1.1B | -$203.0M | -$696.0M |
| Net Income | -$124.3M | -$288.4M | -$1.1B | -$164.0M | -$667.2M |
| EBITDA | -$93.2M | -$213.8M | -$983.8M | -$93.4M | -$595.0M |
| EPS | $-1.18 | $-2.04 | $-7.11 | $-1.07 | $-4.34 |
| EPS (Diluted) | $-1.18 | $-2.04 | $-7.11 | $-1.07 | $-4.34 |
Balance Sheet (Annual)
Last updated: Aug 7, 2026 2:55am (2d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $807.2M | $953.7M | $800.2M | $722.1M | $558.5M |
| Total Current Assets | $857.7M | $1.0B | $934.3M | $917.9M | $798.0M |
| Total Assets | $2.1B | $3.6B | $2.7B | $2.6B | $1.8B |
| Current Liabilities | $113.4M | $157.9M | $150.5M | $144.7M | $149.0M |
| Long-Term Debt | $29.8M | $29.8M | $0 | — | — |
| Total Liabilities | $171.0M | $220.7M | $171.3M | $162.8M | $162.2M |
| Total Equity | $1.9B | $3.4B | $2.5B | $2.4B | $1.7B |
| Retained Earnings | -$637.8M | -$926.2M | -$2.0B | -$2.2B | -$2.7B |
Cash Flow (Annual)
Last updated: Aug 7, 2026 2:55am (2d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | -$93.1M | -$87.2M | -$125.3M | -$97.7M | -$32.8M |
| Capital Expenditure | -$1.8M | -$10.7M | -$9.2M | -$7.5M | -$3.8M |
| Free Cash Flow | -$94.9M | -$97.9M | -$134.5M | -$105.2M | -$36.5M |
| Acquisitions (net) | -$235.6M | -$559.4M | $0 | $0 | -$7.5M |
| Net Debt Issued / (Repaid) | $0 | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | — | — | — | — | — |
| Net Change in Cash | $596.2M | $146.5M | -$153.5M | -$78.1M | -$163.6M |
Growth Trends (YoY %)
Last updated: Aug 7, 2026 2:55am (2d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +147.3% | +33.2% | +24.5% | +18.4% |
| Gross Profit Growth | +113.0% | +22.4% | +16.1% | +16.9% |
| Operating Income Growth | -145.4% | -245.2% | +81.5% | -242.8% |
| Net Income Growth | -132.1% | -271.0% | +84.7% | -306.9% |
| EBITDA Growth | -129.3% | -360.2% | +90.5% | -537.1% |
Industry Benchmarks
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
Narrative Economics
market-narrative step).
Claude Reading
ai-findings step) when a report is run on this ticker.
GPT Reading
gpt-critique step) after the other Big-3 seats, when a
report is run on this ticker.
Grok Reading
grok-critique step) alongside the other Big-3 seats, when a
report is run on this ticker.
Advanced Analysis Forensic deep-dive · three lenses
Character & Durability Scorecard
ext-scorecard step) when a report is run on this ticker.