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Shift4 Payments (FOUR)
NYSE:FOUR
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.25Last Year’s EPS
0.96Same Quarter Last Year
Strong Buy
Based on 20 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: 11.72%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call showcased significant growth in volumes, revenue, and EBITDA, driven by successful cross-selling and international expansion, despite some macroeconomic uncertainties and impacts from legacy revenue deprecation.Company Guidance
During the first quarter of 2025, Shift4 Payments, Inc. reported a 35% year-over-year increase in volumes to $45 billion and a 40% rise in gross revenue less network fees, reaching $369 million. Adjusted EBITDA grew by 38% to $169 million, with a margin of 46%, slightly surpassing the guidance of 45%. The company raised its full-year 2025 guidance, forecasting gross revenue less network fees between $1.66 billion and $1.73 billion, representing 23% to 28% growth, and adjusted EBITDA between $840 million and $865 million, reflecting 24% to 28% growth. They anticipate margins will improve as synergies from recent acquisitions are unlocked, expecting full-year spreads of approximately 60 basis points. Shift4 also highlighted its acquisition of Global Blue, aiming for $80 million in revenue synergies by 2027, and emphasized its strategy of cross-selling and expanding internationally, with a presence now in six continents.Strong Year-over-Year Volume Growth
Volumes increased 35% year-over-year to $45 billion, reflecting stable trends across all end markets.
Gross Revenue Growth
Gross revenue less network fees increased 40% to $369 million, with net revenue growing faster than volumes.
Adjusted EBITDA Performance
Adjusted EBITDA increased 38% to $169 million, surpassing the guidance of 45% with a 46% margin.
Successful Cross-Selling and Acquisitions
More than $20 million in EBITDA synergies achieved across recent acquisitions such as Revel, Givex, and Eigen.
Global Expansion
Operating in six continents, with over 1,000 restaurant sign-ups per month internationally, indicating strong international growth.
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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
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FOUR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
Aug 08, 2024 | $63.53 | $70.70 | +11.29% |
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.
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FAQ
When does Shift4 Payments (FOUR) report earnings?
Shift4 Payments (FOUR) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Shift4 Payments (FOUR) earnings time?
Shift4 Payments (FOUR) earnings time is at Jul 31, 2025, TBA Not 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 (Q2) is 1.25.
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