
Shift4 Payments, Inc. (FOUR) Q3 2026 Earnings Call Transcript
Shift4 Payments, Inc. provides integrated payment processing and technology solutions in the United States. The company is headquartered in Allentown, Pennsylvania.
| Revenue (TTM) | $4.78B |
| Gross Profit (TTM) | $1.72B |
| EBITDA | $909.00M |
| Operating Margin | 7.49% |
| Return on Equity | 6.49% |
| Return on Assets | 3.29% |
| Revenue/Share (TTM) | $66.36 |
| Book Value | $7.24 |
| Price-to-Book | 2.09 |
| Price-to-Sales (TTM) | 0.71 |
| EV/Revenue | 1.587 |
| EV/EBITDA | 8.09 |
| Quarterly Earnings Growth (YoY) | -75.40% |
| Quarterly Revenue Growth (YoY) | 34.10% |
| Shares Outstanding | $78.96M |
| Float | $44.07M |
| % Insiders | 30.48% |
| % Institutions | 89.09% |
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Shift4 Payments, Inc. (FOUR) Q3 2026 Earnings Call Transcript

Shift4 is growing sales double-digits and growing earnings faster than sales. Free cash flow guidance looks strong for the year.

Shift4 Payments (FOUR) came out with quarterly earnings of $1.49 per share, beating the Zacks Consensus Estimate of $1.35 per share. This compares to earnings of $1.47 per share a year ago.

The headline numbers for Shift4 Payments (FOUR) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 (NYSE: FOUR) has posted its third quarter 2026 financial results as part of its Q3 2026 Shareholder Letter, which can be viewed here or by navigating to the Financials section of its Investor Relations website at https://investors.shift4.com. Earnings Conference Call Management will host a conference call today, November 5th, 2026, at 8:30 a.m. ET to discuss the results. Conference Call Details Toll-free dial-in: +1-888-660-6196 Toll dial-in: +1-929-2.

Investors need to pay close attention to FOUR stock based on the movements in the options market lately.

Shift4 Payments (FOUR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4” or the “Company”) (NYSE: FOUR), announced today, in connection with the 10,000,000 shares of 6% Series A Mandatory Convertible Preferred Stock issued on May 5, 2025, consistent with the terms laid out in the offering, the Board of Directors has declared a dividend of $1.50 per share to be paid in cash on November 2, 2026 to holders of record as of the close of business on October 15, 2026. Subject to the terms of the Mandatory.

Shift4 Payments, Inc. (FOUR) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Ann Berry is joined by Taylor Lauber, CEO of Shift4, to discuss how the company grew from processing payments for small businesses to powering transactions across restaurants, hotels and stadiums. They also delve into Shift4's approach to AI, its acquisition strategy and why investors have grown more skeptical of the payments sector.
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