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Shift4 Payments (FOUR)
NYSE:FOUR
Earnings Data
Report Date
Nov 05, 2025Before Open (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
1.47Last Year’s EPS
1.04Same Quarter Last Year
Strong Buy
Based on 22 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a positive outlook with strong financial performance marked by record payment volumes, substantial revenue growth, and successful strategic expansions, despite some challenges such as integration complexities and margin pressures from recent acquisitions.Company Guidance
Record Payment Volumes
Shift4 achieved its first quarter generating over $50 billion in payment volumes, marking a 25% year-over-year growth.
Significant Revenue Growth
Shift4 reported a 29% year-over-year growth in gross revenue less network fees to $413 million.
Strong Adjusted EBITDA Performance
Adjusted EBITDA grew 26% year-over-year to $205 million, with adjusted EBITDA margins at 49.6%.
Successful Capital Raise
Shift4 diversified its capital structure with a $3.3 billion capital raise in May, funding Global Blue acquisition and retiring near-term debt maturities.
Expansion in European Markets
Shift4 streamlined onboarding systems to board over 1,000 new merchants per month in Europe and is beginning to hit its stride in several European markets.
Acquisition of Global Blue
Shift4 closed the Global Blue acquisition in early July, adding over 2,000 colleagues and entering a new vertical of luxury retail.
Subscription and Other Revenue Growth
Subscription and other revenues grew 37% year-over-year to $97.7 million, setting a Q2 record.
FOUR Earnings History
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 (FOUR) report earnings?
Shift4 Payments (FOUR) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).
What is Shift4 Payments (FOUR) earnings time?
Shift4 Payments (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 1.47.