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Shift4 Payments (FOUR)
NYSE:FOUR
US Market
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Shift4 Payments (FOUR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 03, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.62
Last Year’s EPS
1.35
Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
Shift4 delivered strong financial results with notable customer wins and successful integration of recent acquisitions, particularly Global Blue. However, the company faces challenges with same-store sales volatility and economic uncertainties in certain regions.
Company Guidance
During Shift4's Q3 2025 earnings call, guidance reflected a robust performance aligned with prior forecasts. Gross revenue less network fees reached $589 million, marking a 61% increase, while adjusted EBITDA hit $292 million, up 56%. Excluding Global Blue's effects, gross revenue less network fees grew 19% year-over-year, and organic growth was 18%. Payment volumes were consistent with expectations at approximately $55 billion. The company anticipates achieving over 30% growth in gross revenue less network fees over the medium term, propelled by strategic capital allocations. Blended spreads on payment volume remained stable at 62 basis points. Despite challenges such as currency fluctuations impacting tax-free shopping in Asia, growth was observed in Europe and recovery signs appeared in October. Notably, Global Blue contributed $156 million to gross revenue less network fees and $68 million to EBITDA. Shift4 continues to expand its global footprint with strategic acquisitions like Bambora and SmartPay, alongside a $1 billion stock repurchase program, highlighting strong cash flow and shareholder value focus.
Strong Financial Performance
Shift4 reported gross revenue less network fees of $589 million and adjusted EBITDA of $292 million, with year-over-year growth of 61% and 56%, respectively.
Significant Customer Wins
Shift4 secured notable contracts with Hyatt Vacation Club, the Cincinnati Bengals, Clemson University, and Hertz, showcasing expansion in various sectors.
Global Blue Acquisition Success
Global Blue contributed $156 million to gross revenue less network fees and $68 million to EBITDA, aligning with expectations despite challenges in Asia.
Expansion in International Markets
Shift4 expanded its presence in Australia and New Zealand, winning contracts with Accor hotels, indicating successful international growth.
New $1 Billion Stock Repurchase Program
Shift4's Board authorized a $1 billion stock buyback program, the largest in its history, reflecting confidence in future growth and current valuation.

Shift4 Payments (FOUR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

FOUR Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 03, 2026
2025 (Q4)
1.62 / -
1.35
Nov 06, 2025
2025 (Q3)
1.45 / 1.47
1.0441.35% (+0.43)
Aug 05, 2025
2025 (Q2)
1.19 / 1.10
0.9614.58% (+0.14)
Apr 29, 2025
2025 (Q1)
0.70 / 1.07
0.5498.15% (+0.53)
Feb 18, 2025
2024 (Q4)
1.14 / 1.35
0.7677.63% (+0.59)
Nov 12, 2024
2024 (Q3)
1.06 / 1.04
0.8226.83% (+0.22)
Aug 08, 2024
2024 (Q2)
0.87 / 0.96
0.7429.73% (+0.22)
May 09, 2024
2024 (Q1)
0.62 / 0.54
0.515.88% (+0.03)
Feb 27, 2024
2023 (Q4)
0.82 / 0.76
0.4761.70% (+0.29)
Nov 08, 2023
2023 (Q3)
0.69 / 0.82
0.4486.36% (+0.38)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

FOUR Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
$67.16$66.82-0.51%
Aug 05, 2025
$102.20$86.43-15.43%
Apr 29, 2025
$79.66$89.86+12.80%
Feb 18, 2025
$125.66$103.70-17.48%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Shift4 Payments (FOUR) report earnings?
Shift4 Payments (FOUR) is schdueled to report earning on Mar 03, 2026, Before Open (Confirmed).
    What is Shift4 Payments (FOUR) earnings time?
    Shift4 Payments (FOUR) earnings time is at Mar 03, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is FOUR EPS forecast?
          FOUR EPS forecast for the fiscal quarter 2025 (Q4) is 1.62.
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