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Shift4 Payments (FOUR)
NYSE:FOUR
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.97Last Year’s EPS
1.07Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a broadly positive picture: management reported record full-year results with high growth, strong margins and cash generation, clear 2026 guidance, and meaningful progress on M&A, international expansion and product initiatives (all-in-one terminal, DCC, AI). Notable near-term cautions include SMB same-store softness and weather impacts, a Q4 spread dip driven by enterprise mix, FX and travel headwinds affecting the Global Blue tax-free business, integration/investment costs that moderate free cash flow conversion, and a pro forma net leverage level (3.4x) slightly above the stated sustained range. Overall, the company emphasized disciplined capital allocation and execution risk management while investing to scale internationally.Company Guidance
Record Full-Year Financial Performance
Full-year gross revenue of $4.18 billion, total volume of $209 billion, and gross revenue less network fees (GRLNF) of $1.98 billion, representing 46% year-over-year growth. Adjusted EBITDA of $970 million (49% margin) and adjusted free cash flow of $500 million; adjusted EBITDA grew ~43% YoY.
Strong Q4 Results and Cash Generation
Q4 gross revenue $1.189 billion (+34% YoY), volumes $59 billion (+23% YoY), GRLNF $610 million (+51% YoY), adjusted EBITDA $304 million (+48% YoY, 50% margin), adjusted free cash flow $171 million (+28% YoY) and free cash flow conversion of 56% in the quarter.
High-Quality Margins and Guidance
Blended spreads delivered ~61 basis points for the full year and management expects spreads above 60 bps in 2026. 2026 guidance: volumes $240–$260 billion (+15% to +24% YoY), GRLNF $2.5–$2.6 billion (+26% to +31% YoY), adjusted EBITDA $1.165–$1.215 billion (+20% to +25% YoY) with ~47% margin, and non-GAAP EPS $5.50–$5.70.
Successful M&A and International Expansion
Closed Global Blue (tax-free shopping leader) and Smartpay; Bambora expected to close imminently. Expanded presence to 75+ countries and ended the year with over 80,000 merchants outside the Americas (prior to cross-selling Global Blue). Targeting launch of the all‑in‑one terminal in 15 countries in 2026.
Capital Allocation and Governance Improvements
Repurchased 7.7 million shares year-to-date, with $500 million remaining under a $1 billion authorization. Simplification transaction collapsed founder B/C shares into Class A, founder owns ~27% with equal voting, and transfer of future TRA benefits eliminates an estimated $440 million of future payments.
Product & Technology Advances
Piloted an all-in-one payments + DCC + tax-free terminal in Europe; rebranding SkyTab to Shift4 Dine; partnership with xAI to deploy Grok and doubled Grok production for internal productivity; predictive models and AI-driven merchant insights being built.
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 |
|---|---|---|---|
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% |
Apr 29, 2025 | $79.66 | $89.86 | +12.80% |
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 Apr 30, 2026, Before Open (Confirmed).
What is Shift4 Payments (FOUR) earnings time?
Shift4 Payments (FOUR) earnings time is at Apr 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 (Q1) is 0.97.