FOURShift4 Payments, Inc.
$39.98-54% 1Y
$39.98
$35.5852 weeks$85.68
The financials
Shift4 Payments, Inc. by the numbers
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.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $1.29B | $966M | +34% |
| Gross profit | $446M | $292M | +53% |
| Operating income | $95M | $83M | +14% |
| Net income | $22M | $34M | −35% |
| Product | Revenue | Share |
|---|---|---|
| Payments Based | $1.07B | 83% |
| TFS | $117M | 9.0% |
| Subscription And Other | $105M | 8.1% |
Business segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q2 2026Total $1.29B (+16%)
Payments Based grew +24% year on yearSubscription And Other +7.1% year on year
Segment Latestquarter on quarteryear on year
- Payments Based$1.07B$1.07Bquarter on quarter +17%year on year +24%+17%+24%
- TFS$117.0M$117.0Mquarter on quarter +15%year on year n/a+15%n/a
- Subscription And Other$105.0M$105.0Mquarter on quarter +2.9%year on year +7.1%+2.9%+7.1%
Software, Infrastructure
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