The financials
Shift4 Payments, Inc. by the numbers
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%.
| 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 | $917M | 82% |
| Subscription And Other | $102M | 9.1% |
| TFS | $102M | 9.1% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $1.12B (-4.7%)
Payments Based grew +21% year on yearSubscription And Other +11% year on year
Segment Latestquarter on quarteryear on year
- Payments Based$917.0M$917.0MQoQ -13%year on year +21%-13%+21%
- Subscription And Other$102.0M$102.0MQoQ -14%year on year +11%-14%+11%
- TFS$102.0M$102.0MQoQ -year on year ---
Software - Infrastructure
Ranks #54 of 78 by Smart Score