Price
Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.
Smart Score
AverageAt 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
Business segments
Q1 2026 · $1.12BThe company’s own SEC segment disclosure.
- Payments Based$917.0M82%
- Subscription And Other$102.0M9%
- TFS$102.0M9%
Shift4 Payments, Inc. (FOUR) reported revenue of $1.29B in Q2 2026 (quarter ended June 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 2026-Q1 was Payments Based at $917M, 82% of the disclosed total, just ahead of Subscription And Other at 9.1%.
Raw charts
9 series · TTMAs reported to the SEC, without any scoring.
Software - Infrastructure
Ranks #54 of 78 by Smart Score