The earnings call highlighted strong financial performance, successful global expansion, and strategic acquisitions, while also acknowledging challenges in integrating Global Blue and managing currency fluctuations. The positive achievements overshadowed the challenges, indicating a robust overall performance.

Company Guidance -

Q3 2025

During Shift4's second-quarter 2025 earnings call, the company provided guidance showcasing significant growth across key metrics. Payment volumes increased by 25% year-over-year to $50 billion, marking the first quarter above this threshold. Gross revenue less network fees rose 29% to $413 million, while adjusted EBITDA grew by 26% to $205 million, with an impressive adjusted EBITDA margin of 49.6%. Subscription and other revenues also saw a substantial increase, growing 37% year-over-year to $97.7 million. The company highlighted its international expansion, with a focus on Europe and a recent acquisition in Australia and New Zealand, contributing to stronger-than-expected spreads of 62.6 basis points, ahead of their full-year guidance. In addition, Shift4 raised their full-year guidance, expecting gross revenue less network fees between $1.965 billion and $2.035 billion, representing 45% to 50% growth, with adjusted EBITDA anticipated to be between $965 million and $990 million, reflecting 42% to 46% growth.

Record Payment Volumes

Shift4 reported a 25% year-over-year growth in payment volumes, reaching $50 billion, marking the first quarter to achieve this milestone.

Strong Financial Performance

The company's gross revenue less network fees grew by 29% year-over-year to $413 million, and adjusted EBITDA grew by 26% to $205 million with margins of 49.6%.

Global Expansion Success

Shift4 expanded its presence in European markets, onboarding over 1,000 new merchants per month, and signed a pending acquisition of Smartpay to enhance its distribution network.

Acquisition and Integration of Global Blue

The acquisition of Global Blue closed in early July, adding over 2,000 colleagues and providing strategic shareholders like Ant International and Tencent. The acquisition is expected to contribute $300 million in gross revenue less network fees and $125 million in adjusted EBITDA for the year.

Successful Capital Raise

Shift4 diversified its capital structure with a $3.3 billion raise, funding the Global Blue acquisition and retiring near-term debt maturities.

Subscription and Other Revenues Growth

Subscription and other revenues grew by 37% year-over-year to $97.7 million, setting a Q2 record.

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

Daily Earnings Calendar >

FOUR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	1.43 / -	1.04	―	―	―
Aug 05, 2025	2025 (Q2)	1.19 / 1.10	0.96	14.58% (+0.14)	―
Apr 29, 2025	2025 (Q1)	0.70 / 1.07	0.54	98.15% (+0.53)	―
Feb 18, 2025	2024 (Q4)	1.14 / 1.35	0.76	77.63% (+0.59)	―
Nov 12, 2024	2024 (Q3)	1.06 / 1.04	0.82	26.83% (+0.22)	―
Aug 08, 2024	2024 (Q2)	0.87 / 0.96	0.74	29.73% (+0.22)	―
May 09, 2024	2024 (Q1)	0.62 / 0.54	0.51	5.88% (+0.03)	―
Feb 27, 2024	2023 (Q4)	0.82 / 0.76	0.47	61.70% (+0.29)	―
Nov 08, 2023	2023 (Q3)	0.69 / 0.82	0.44	86.36% (+0.38)	―
Aug 03, 2023	2023 (Q2)	0.53 / 0.74	0.33	124.24% (+0.41)	―

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
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%
Nov 12, 2024	$104.91	$99.12	-5.52%

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, Inc. (FOUR) report earnings?

Shift4 Payments, Inc. (FOUR) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Shift4 Payments, Inc. (FOUR) earnings time?

Shift4 Payments, Inc. (FOUR) earnings time is at Nov 05, 2025, 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 (Q3) is 1.43.

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