Seeking Alpha·Sep 10, 2026
Shift4 Payments, Inc. (FOUR) Presents at Goldman Sachs Communacopia + Technology Conference 2026 TranscriptShift4 Payments, Inc. (FOUR) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
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. However, this growth...
Price trend, volume and key moving averages
Trailing total returns as of 9/23/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 6, 2025 | $1.47+0.7% vs $1.46 | $1.2B-2.3% vs $1.2B |
Shift4 Payments, Inc. (FOUR) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 (NYSE: FOUR), the global commerce technology provider powering the experience economy, today announced that Talisa's on Main, a boutique wine bar and tasting room in Taunton, Massachusetts, has been selected as the winner of its third annual Shift4 Rescue Mission contest. Run in partnership with hospitality expert and Bar Rescue star Jon Taffer, the contest awards a community-focused restaurant or bar owner facing operational and financial challenges.
Wall Street is making bold moves Tuesday, upgrading AMD and shaking up fintech names like Klarna and Shift4 while fresh initiations hit Fortune Brands and Jersey Mike's. Find out which stocks analysts are backing and which they are walking away from.
Shift4 Payments, Inc. (FOUR) Presents at 2026 SIG Annual Virtual Fintech Investor Conference Transcript
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 |
|---|---|---|---|---|---|---|---|
| $39.07 | $2.7B | 36.18 | 25.5% | 2.85% | 8% | 0.86% | |
| $10.50 | $1.68B | 19.44 | 5.79% | 16.05% | 11.17% | — | |
| $7.13 | $2.41B | 37.53 | 7.68% | 4.65% | 7.27% | — | |
| $7.80 | $642.37M | 11.47 | 8.33% | 5.61% | — | — | |
| $17.24 | $2.1B | 156.73 | 26.59% | 4.77% | 4.08% | — | |
| $27.90 | $1.72B | 12.68 | 10.21% | 9.8% | 13.43% | — |
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 $4.78B in revenue for fiscal year 2025. This represents a 753% increase from $560.6M in 2018.
Shift4 Payments, Inc. (FOUR) grew revenue by 25.5% over the past year. This is strong growth.
Yes, Shift4 Payments, Inc. (FOUR) is profitable, generating $90.1M in net income for fiscal year 2025 (2.8% net margin).
Yes, Shift4 Payments, Inc. (FOUR) pays a dividend with a yield of 0.86%. This makes it attractive for income-focused investors.
Shift4 Payments, Inc. (FOUR) has a return on equity (ROE) of 8.0%. This is below average, suggesting room for improvement.
Shift4 Payments, Inc. (FOUR) generated $513.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
