Shift4 Payments is executing a high-growth strategy, with revenue accelerating 34% year-over-year to $1.3B in 2026Q2 and gross margins expanding from 26.5% in 2024Q1 to 34.4%, reflecting a favorable mix shift toward higher-margin services.
Price trend, volume and key moving averages
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 | $1.49+9.6% vs $1.36 | $648M-0.7% vs $652M |
Q3 2026 Aug 6, 2026 | $1.32+4.8% vs $1.26 | $624M+1.4% vs $616M |
Q2 2026 May 7, 2026 | $0.97-2.0% vs $0.99 | $549M+0.6% vs $546M |
Q1 2026 Feb 26, 2026 | $1.60+1.9% vs $1.57 | $610M-1.3% vs $618M |
Shift4 Payments NYSE: FOUR reported third-quarter results in line with its guidance, but adopted a more cautious outlook for the fourth quarter as travel disruptions, a stronger U.S. dollar and softer restaurant sales weighed on its business.
Shift4 Payments, Inc. (FOUR) Q3 2026 Earnings Call Transcript
Shift4 is growing sales double-digits and growing earnings faster than sales. Free cash flow guidance looks strong for the year.
Shift4 Payments (FOUR) came out with quarterly earnings of $1.49 per share, beating the Zacks Consensus Estimate of $1.35 per share. This compares to earnings of $1.47 per share a year ago.
Benchmark FOUR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Shift4 Payments, Inc. (FOUR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $43.96 | $3.04B | 34.38 | 25.5% | 2.03% | 5.67% | 0.77% | |
| $9.50 | $1.52B | 21.66 | 5.79% | 17.4% | 11.2% | 6.34% | |
| $7.15 | $2.42B | 49.01 | 7.68% | 4.7% | 7.61% | — | |
| $7.88 | $648.96M | 16.28 | 8.33% | 3.97% | — | — | |
| $21.57 | $2.62B | 35.44 | 26.59% | 10.34% | 9.25% | — | |
| $33.55 | $2.07B | 21.43 | 10.21% | 9% | 12.9% | 0.59% |
Shift4 Payments, Inc. (FOUR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Shift4 Payments, Inc. (FOUR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jul 13, 2026·SEC
Jun 17, 2026·SEC
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Shift4 Payments, Inc. (FOUR) stock FAQ — growth, dividends, profitability & financials explained
Shift4 Payments, Inc. (FOUR) reported $4.92B in revenue over the trailing twelve months. Revenue was $4.18B in fiscal year 2025. That is 646% more than the $560.6M of fiscal year 2018.
Shift4 Payments, Inc. (FOUR) grew revenue by 27.0% over the trailing twelve months, compared with the twelve months before.
Yes. Shift4 Payments, Inc. (FOUR) earned $100.0M in net income over the trailing twelve months (a 2.0% net margin).
Yes. Shift4 Payments, Inc. (FOUR) pays a dividend that yields 0.77% at the current price, a small yield.
Shift4 Payments, Inc. (FOUR) had a return on equity (ROE) of 5.7% over the trailing twelve months. That is below the market's typical 10-15%.
Shift4 Payments, Inc. (FOUR) generated $399.0M in free cash flow over the trailing twelve months.
