FOURShift4 Payments, Inc.
Price
-54%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, a flag to check, undemanding price, growing in the filings, the market against it.
At Shift4, our mission is to boldly redefine commerce by simplifying complex payments ecosystems across the world. We are a leading independent provider of software and payment processing solutions in the U.S. and we are expanding our payment processing solutions to international markets. As a result of the acquisition of Global Blue Group Holding AG (“Global Blue”) in the third quarter of 2025 (“Global Blue Merger”) we are also a leader in tax-free shopping (“TFS”).
In the company’s own words · 10-K filed Feb 27, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Shift4 Payments, Inc. (FOUR) reported revenue of $1.29B in Q2 2026 (quarter ended Jun 30, 2026), up 34% from the same quarter a year earlier. That came with a gross margin of 34% and net income of $22M (1.7% of revenue). For the full year FY2025, revenue was $4.18B (+25% year on year) and net income $119M. Its largest product in Q2 2026 was Payments Based at $1.07B, 83% of the disclosed total, well ahead of TFS at 9.0%. The next results filing is expected around Nov 5, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 6, 202614 APPENDIX Financial Information.Earnings release · press release
- Jul 13, 2026Credit Agreement Amendment On July 8, 2026 (the “Effective Date”), Shift4 Payments, LLC, a Delaware limited liability company (“Shift4, LLC”), and a direct subsidiary of Shift4 Payments, Inc., a Delaware corporation (the “Company”), and certain other wholly-owned subsidiaries of Shift4, LLC (the “Subsidiary …Material agreement entered · Form 8-K
- May 7, 2026Appendix - Financial Information.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $1.29BThe company’s own SEC segment disclosure.
- Payments Based$1.07B83%
- TFS$117.0M9%
- Subscription And Other$105.0M8%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Software, Infrastructure
Ranks #19 of 80 by RyuScore