US · Technology · Software - Infrastructure
EPS came in at 1.01 against a street estimate of 0.97 — a beat of 4.1%.
Analysts rate Shift4 Payments Inc a buy (18 buy, 5 hold, 0 sell out of 23) with an average price target of $55.50.
CONFIDENT Shift4 beat Q2 guidance across all metrics with 51% GRLNF growth (11% organic). International scaled 53% YoY. World Cup execution was flawless but modest revenue impact. Near-term travel disruption headwinds embedded in raised FY26 guidance. Q2 2026 International scale accelerating. Shift4 One now live in 12 countries (on track for 15 by year-end). Shift4 Dine launched in Spain and Australia with rapid merchant adoption. Analysts pressed on Middle East travel impact predictability (60-day flight capacity model), Global Blue monetization timeline, and balance sheet deployment. Management reiterated disciplined capital allocation, confirmed no geopolitical forecasting beyond flight data, and emphasized 2027 as inflection for cross-sell and product suite leverage. 2026-08-06…
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| Fund | Stake |
|---|---|
| Darlington Partners Capital Management, LP | 9.07% |
| BlackRock Inc | 8.17% |
| Durable Capital Partners LP | 5.60% |
| Ensign Peak Advisors Inc | 3.93% |
| Neuberger Berman Group LLC | 3.19% |
| Vanguard Capital Management, LLC | 2.90% |
| Wasatch Advisors LP | 2.75% |
| UBS Group AG | 2.72% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 SHIFT4 PAYMENTS, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Gross Revenue (6 months ended June 30, 2026): $2,416 million vs. $1,814 million (202 | 2026-08-06 |
| Results announced · Q3 2026 SHIFT4 PAYMENTS Q2 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • Volume: $61 billion in Q2 2026, up 22% year-over-year; 3.6x Q2 2022 levels; 38 | 2026-08-06 |
| Material agreement · Q3 2026 SHIFT4 PAYMENTS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • $1.0 billion incremental senior secured term loan added to credit facility on July 8, 20 | 2026-07-13 |
| Shareholder vote results · Q2 2026 SHIFT4 PAYMENTS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 12, 2026 with 69,298,837 shares present or represented by proxy • Sh | 2026-06-17 |
| Quarterly report · Q1 2026 SHIFT4 PAYMENTS, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Gross Revenue (Q1 2026): $1,121 million vs. $848 million in Q1 2025 (32% increase) • | 2026-05-07 |
| Results announced · Q2 2026 SHIFT4 PAYMENTS Q1 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • Volume: $56 billion in Q1 2026, up 24% year-over-year; 4.3x Q1 2022 levels (44 | 2026-05-07 |
| Proxy statement · Q2 2026 SHIFT4 PAYMENTS, INC. — 2026 ANNUAL MEETING PROXY SUMMARY CEO COMPENSATION • CEO Taylor Lauber's total compensation for 2025: Document does not spec | 2026-04-30 |
| Annual report FY2025 SHIFT4 PAYMENTS, INC. – SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Company: Shift4 Payments, Inc. (NYSE: FOUR); Delaware corporation; headquart | 2026-02-27 |
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Google PlayApp StoreData updated 2026-09-18.