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Shift4 Payments, Inc. (FOUR.PA) stock

FOUR.PANYSEServices-Business Services, NECFiscal year ends December 31Also trades as FOUR
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026Score 8/3057% below fair value
$54.12−0.69 (-1.25%)

Close on Nov 3, 2026Market cap $4.27BP/E –Yield –

Earnings

Shift4 Payments's quarterly results as reported in its earnings releases, with the company's own outlook. Hover a number to see the sentence it came from.

Next report
Nov 5, 2026
Q3 FY2026 · estimated, before the open
Revenue, Q2 FY2026
$1.30B
+34.5% on a year earlier
non-GAAP EPS, Q2 FY2026
$1.32
$1.10 a year earlier
Latest guidance
Lowered
Aug 6, 2026 · 8 items

Quarterly results

Revenue and earnings per share from each of Shift4 Payments's earnings releases, newest first

QuarterReportedRevenueYoYEPSAdj. EPSSource
Q3 FY2026ended Sep 30, 2026Nov 5, 2026Expected–––––
Q2 FY2026ended Jun 30, 2026Aug 6, 2026before the open$1.30B+34.5%$0.08$1.32Release
Q1 FY2026ended Mar 31, 2026May 7, 2026before the open$1.12B+32.1%-$0.01$0.97Release
Q4 FY2025ended Dec 31, 2025Feb 26, 2026before the open$1.19B+34.0%$0.36$1.60Release
Q3 FY2025ended Sep 30, 2025Nov 6, 2025before the open$1.18B+29.4%$0.17$1.47Release
Q2 FY2025ended Jun 30, 2025Aug 5, 2025before the open$966.20M+16.8%$0.32$1.10Release
Q1 FY2025ended Mar 31, 2025Apr 29, 2025before the open$848.30M+19.9%$0.20$1.07Release
Q4 FY2024ended Dec 31, 2024Feb 18, 2025during market hours$887.00M+25.7%$1.44$1.35Release
Q3 FY2024ended Sep 30, 2024Nov 12, 2024before the open$909.20M+34.6%$0.74$1.04Release
Q2 FY2024ended Jun 30, 2024Aug 8, 2024before the open$827.00M+29.8%$0.58$0.96Release
Q1 FY2024ended Mar 31, 2024May 9, 2024before the open$707.40M+29.3%$0.31$0.54Release
Q4 FY2023ended Dec 31, 2023Feb 27, 2024before the open$705.40M+31.2%$0.21$0.76Release

Figures as first announced; later restatements appear under Financials. Expected dates are estimated from the company's past reporting pattern.

Current guidance

Shift4 Payments's latest outlook for periods it has not reported yet, compared with what it said before

MetricPeriodGuidanceBeforeChangeGiven
Gross Revenue Less Network Feesnon-GAAPQ3 FY2026$661.00M – $711.00M–NewAug 6, 2026
Gross Revenue Less Network Feesnon-GAAPQ4 FY2026$665.00M – $715.00M–NewAug 6, 2026
Adjusted EBITDAnon-GAAPQ4 FY2026$322.00M – $347.00M–NewAug 6, 2026
Adjusted Free Cash Flownon-GAAPQ4 FY2026$185.00M – $195.00M–NewAug 6, 2026
Gross Revenue Less Network Feesnon-GAAPFY2026$2.48B – $2.53B$2.50B – $2.60BLoweredAug 6, 2026
Adjusted EBITDAnon-GAAPFY2026$1.15B – $1.18B$1.17B – $1.22BLoweredAug 6, 2026
Adjusted EBITDA YoY growthnon-GAAPFY2026+20% – +25%–NewFeb 26, 2026
Non-GAAP EPSnon-GAAPFY2026$5.15 – $5.35$5.50 – $5.70LoweredAug 6, 2026
Adjusted Free Cash Flownon-GAAPFY2026$465.00M – $475.00M$490.00M – $510.00MLoweredAug 6, 2026
Adj. FCF Conversionnon-GAAPFY202642%–NewFeb 26, 2026
gross revenue less network fee growthnon-GAAPFY2026+26% – +31%–NewFeb 26, 2026
Gross Revenue Less Network Feesnon-GAAPFY2026$2.50B – $2.60B–NewFeb 26, 2026
Gross Revenue Less Network Fees YoY growthnon-GAAPFY2026+26% – +31%–ReaffirmedFeb 26, 2026
VolumeFY2026$240.00B – $260.00B–NewMay 7, 2026

Guidance vs results

The last range Shift4 Payments gave before each report, against the figure it then reported. Full years add up the four quarters.

PeriodMetricGuidanceActualResult
Q4 FY2024Revenue$400.00M – $415.00M$887.00MAbove range
Q3 FY2024Revenue$365.00M – $380.00M$909.20MAbove range
Q2 FY2024Revenue$312.00M – $317.00M$827.00MAbove range
Q4 FY2023Revenue$741.00M – $766.00M$705.40MBelow range

Guidance history

Every forecast Shift4 Payments put in an earnings release, newest first

GivenMetricPeriodGuidanceChange
Aug 6, 2026Adjusted EBITDAFY2026$1.15B – $1.18BLowered
Aug 6, 2026Adjusted EBITDAQ4 FY2026$322.00M – $347.00MNew
Aug 6, 2026Non-GAAP EPSFY2026$5.15 – $5.35Lowered
Aug 6, 2026Adjusted Free Cash FlowFY2026$465.00M – $475.00MLowered
Aug 6, 2026Adjusted Free Cash FlowQ4 FY2026$185.00M – $195.00MNew
Aug 6, 2026Gross Revenue Less Network FeesFY2026$2.48B – $2.53BLowered
Aug 6, 2026Gross Revenue Less Network FeesQ3 FY2026$661.00M – $711.00MNew
Aug 6, 2026Gross Revenue Less Network FeesQ4 FY2026$665.00M – $715.00MNew
May 7, 2026Adjusted EBITDAFY2026$1.17B – $1.22BReaffirmed
May 7, 2026Non-GAAP EPSFY2026$5.50 – $5.70Reaffirmed
May 7, 2026Adjusted Free Cash FlowFY2026$490.00M – $510.00MReaffirmed
May 7, 2026VolumeFY2026$240.00B – $260.00BNew
May 7, 2026Gross Revenue Less Network FeesFY2026$2.50B – $2.60BNew
Feb 26, 2026Adjusted EBITDA YoY growthFY2026+20% – +25%New
Feb 26, 2026Adjusted EBITDAFY2026$1.17B – $1.22BNew
Feb 26, 2026Adjusted EBITDA YoY growthQ1 FY2026+38%New
Feb 26, 2026Adjusted EBITDAQ1 FY2026$233.00MNew
Feb 26, 2026Adjusted EBITDAQ1 FY2026$235.00M – $240.00MRaised
Feb 26, 2026Non-GAAP EPSFY2026$5.50 – $5.70New
Feb 26, 2026Adjusted Free Cash FlowFY2026$490.00M – $510.00MNew

Read from the company's earnings releases; each figure links to its sentence on hover. “Raised” and “Lowered” compare with the previous range for the same metric and period.

Press releases

Releases Shift4 Payments filed with the SEC as exhibits to Form 8-K or 6-K

  1. We power the Experience Economy Enabling businesses to deliver the Moments that Matter Q2 2026 Shareholder Letter | Investors.shift4.com Exhibit 99.1
    Results
  2. Quarterly results release
    Results
  3. Quarterly results release
    Results
  4. Shift4 Payments Announces Pricing of €435 million Tack-On Offering of Senior Notes due 2033
    Update
  5. Q3 2025 SHAREHOLDER LETTER INVESTORS.SHIFT4.COM first cover options (2 of each): -Nobu Restaurants -Hyatt Vacation Club -Hertz -Max Mara Exhibit 99.1
    Results
  6. Shift4 Completes Squeeze-Out Merger of Global Blue
    Update
  7. Q2 2025 SHAREHOLDER LETTER INVESTORS.SHIFT4.COM Exhibit 99.2
    Results
  8. My brief stint in politics was a
    Update
  9. Shift4 Announces Closing of Offering of €680 Million of Senior Notes due 2033 and Tack-On Offering of $550
    News
  10. UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION
    Update
  11. Shift4 Announces Pricing of Offering of €680 Million of Senior Notes due 2033 and $550 Million Tack-On
    Update
  12. Shift4 Announces Launch of Offering of Series A Mandatory Convertible Preferred Stock
    Update
  13. 8-K exhibit EX-99.2
    Update
  14. UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION
    News
  15. Q1 2025 SHAREHOLDER LETTER INVESTORS.SHIFT4.COM Miami Grand Prix B Jared Choice #1 Exhibit 99.1
    Results

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