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Shift4 Payments Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.99 |
| EPS actual | $0.97 |
| EPS Surprise | -2.02% |
| Revenue estimate | 1.087B |
| Revenue actual | 549M |
| Revenue Surprise | -49.49% |
| Release date | Feb 26, 2026 |
| EPS estimate | $1.57 |
| EPS actual | $1.60 |
| EPS Surprise | 1.91% |
| Revenue estimate | 617.81M |
| Revenue actual | 610M |
| Revenue Surprise | -1.26% |
| Release date | Nov 06, 2025 |
| EPS estimate | $1.46 |
| EPS actual | $1.47 |
| EPS Surprise | 0.685% |
| Revenue estimate | 1.204B |
| Revenue actual | 1.177B |
| Revenue Surprise | -2.27% |
| Release date | Aug 05, 2025 |
| EPS estimate | $1.20 |
| EPS actual | $1.10 |
| EPS Surprise | -8.33% |
| Revenue estimate | 1.187B |
| Revenue actual | 966.2M |
| Revenue Surprise | -18.59% |
Last 4 Quarters for Shift4 Payments
Below you can see how FOUR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $86.43 |
| EPS estimate | $1.20 |
| EPS actual | $1.10 |
| EPS surprise | -8.33% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $104.07 |
| Jul 31, 2025 | $103.00 |
| Aug 01, 2025 | $101.94 |
| Aug 04, 2025 | $102.20 |
| Aug 05, 2025 | $86.43 |
| Aug 06, 2025 | $82.20 |
| Aug 07, 2025 | $83.32 |
| Aug 08, 2025 | $81.61 |
| Aug 11, 2025 | $82.98 |
| 4 days before | -16.95% |
| 4 days after | -3.99% |
| On release day | -4.89% |
| Change in period | -20.27% |
| Release date | Nov 06, 2025 |
| Price on release | $66.82 |
| EPS estimate | $1.46 |
| EPS actual | $1.47 |
| EPS surprise | 0.685% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $69.10 |
| Nov 03, 2025 | $68.38 |
| Nov 04, 2025 | $66.74 |
| Nov 05, 2025 | $67.16 |
| Nov 06, 2025 | $66.82 |
| Nov 07, 2025 | $66.15 |
| Nov 10, 2025 | $70.95 |
| Nov 11, 2025 | $71.40 |
| Nov 12, 2025 | $73.18 |
| 4 days before | -3.30% |
| 4 days after | 9.52% |
| On release day | -1.00% |
| Change in period | 5.90% |
| Release date | Feb 26, 2026 |
| Price on release | $48.41 |
| EPS estimate | $1.57 |
| EPS actual | $1.60 |
| EPS surprise | 1.91% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $58.49 |
| Feb 23, 2026 | $57.47 |
| Feb 24, 2026 | $58.31 |
| Feb 25, 2026 | $57.37 |
| Feb 26, 2026 | $48.41 |
| Feb 27, 2026 | $44.07 |
| Mar 02, 2026 | $46.94 |
| Mar 03, 2026 | $49.89 |
| Mar 04, 2026 | $47.46 |
| 4 days before | -17.23% |
| 4 days after | -1.96% |
| On release day | -8.97% |
| Change in period | -18.86% |
| Release date | May 07, 2026 |
| Price on release | $46.86 |
| EPS estimate | $0.99 |
| EPS actual | $0.97 |
| EPS surprise | -2.02% |
| Date | Price |
|---|---|
| May 01, 2026 | $45.21 |
| May 04, 2026 | $44.04 |
| May 05, 2026 | $40.96 |
| May 06, 2026 | $42.90 |
| May 07, 2026 | $46.86 |
| May 08, 2026 | $42.68 |
| May 11, 2026 | $41.49 |
| May 12, 2026 | $40.78 |
| May 13, 2026 | $40.87 |
| 4 days before | 3.65% |
| 4 days after | -12.78% |
| On release day | -8.92% |
| Change in period | -9.60% |
Shift4 Payments Earnings Call Transcript Summary of Q1 2026
Shift4 reported resilient Q1 2026 results despite travel disruptions from the Middle East conflict. Key financials: gross revenue less network fees (GRLNF) of $549M (+49% YoY), adjusted EBITDA of $234M (+39%, 43% margin), adjusted free cash flow of $88M (+26%), and volumes of $56B (+24%). Payments-based revenue less network fees was $345M (+25% YoY) with Americas +15% and Rest-of-World +51% (FX added ~10 pts this quarter). Organic GRLNF was ~11% when excluding acquisitions, and the company reiterated full‑year guidance (GRLNF growth of 26–31%). Management emphasized rapid international scaling (Shift4 One in 7 countries, targeting 15 by year-end; Global Blue integration on track), strong SMB adoption of SkyTab/Shift4 Dine (restaurant locations +40% YoY), and differentiated vertical positioning across restaurants, hotels, sports & entertainment and luxury retail. Travel-related headwind to tax-free shopping was estimated at $4–6M in March and is modeled as an approximate $20M hit to Q2 GRLNF; seasonality means TFS is cash-consumptive in H1 and cash-generative in H2. Capital allocation: $600M repurchased of the $1B buyback; pro-forma net leverage ~3.7x with intent not to exceed ~3.75x and expected deleveraging toward low-3x by year-end. Management highlighted disciplined expense management, targeted international investment, AI-enabled efficiency, and the strategic ability to grow without needing to find new customers.
