Shift4 Payments, Inc. (FOUR)
NYSE:FOUR
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.25Last Year’s EPS
1.1Same Quarter Last Year
Moderate Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized durable, multi-dimensional growth with strong revenue, margin and cash generation metrics, notable international product and merchant wins, and disciplined capital allocation. Key near-term risks include travel-related headwinds to the tax-free shopping business, TFS seasonality affecting Q2 cash flow, modest same-store sales in SMB restaurants, and FX/regional volatility. On balance the positives (robust growth, high margins, international scaling and product traction) significantly outweigh the lowlights, although management remains appropriately cautious in guidance.Company Guidance
Strong Top-Line Growth
Gross revenue less network fees (GRLNF) of $549M grew 49% year-over-year, and gross revenue of $1.12B exceeded guidance.
Robust Profitability and Cash Generation
Adjusted EBITDA of $234M grew 39% year-over-year and delivered a 43% margin; adjusted free cash flow was $88M, up 26% year-over-year, with 98% conversion of non-GAAP EPS to adjusted free cash flow per share.
Volume and Spread Performance
Payments volumes rose 24% year-over-year to $56B with blended spreads of 61 basis points.
Payments Revenue Momentum
Total payments-based revenue less network fees was $345M, up 25% year-over-year; Americas payments-based revenue grew 15% while worldwide (ex-Americas) payments grew 51%.
Organic Growth Resilience
Excluding acquisitions and divestitures, organic GRLNF grew 11% despite an approximate 400 basis point drag from intentionally deprecated legacy revenue streams.
International Expansion Scaling
Shift4 One is live in 7 countries and on track for 15 by year-end; over 70,000 SMB merchant prospects identified; signed luxury retailers including Stella McCartney and Massimo Dutti; Global Blue integration progressing on schedule.
Product and Vertical Wins
SkyTab POS (rebranded Shift4 Dine) grew active restaurant merchant counts over 40% year-over-year; won major sports and entertainment customers (Inter Miami, Chicago Fire, Houston Astros, Chicago Cubs) and renewed enterprise hotel relationships including Choice Hotels and Palace Hotel.
Disciplined Capital Allocation
Repurchased 5.5M shares in Q1 for cumulative $600M against a $1B authorization; non-GAAP share count flat year-over-year; pro forma net leverage improved to 3.7x with intent to keep sustained leverage ≤3.75x and expected deleveraging toward low-3s by year-end.
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 |
|---|---|---|---|
May 07, 2026 | $42.88 | $46.85 | +9.26% |
Feb 26, 2026 | $57.37 | $48.41 | -15.62% |
Nov 06, 2025 | $67.16 | $66.82 | -0.51% |
Aug 05, 2025 | $102.20 | $86.43 | -15.43% |
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 Jul 30, 2026, Before Open (Confirmed).
What is Shift4 Payments, Inc. (FOUR) earnings time?
Shift4 Payments, Inc. (FOUR) earnings time is at Jul 30, 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 2026 (Q2) is 1.25.