Shift4 Payments (FOUR) earnings history
Most recent quarter
- Fiscal period
- Q2 2026
- Period end
- Jun 30, 2026
- EPS actual
- $1.32
- EPS estimate
- $1.25
- EPS surprise
- +5.26%
- Revenue surprise
- +1.43%
- Revenue
- $624.0M
- Revenue estimate
- $615.2M
- Reported
- Aug 6, 2026
Shift4 reported Q2 2026 results on August 6, 2026. Earnings per share came in at $1.32, ahead of the $1.25 estimate by 5.26%. Revenue was $624.0 million, above the $615.2 million consensus. Compared with Q2 2025, EPS rose 20% from $1.10 and revenue rose about 51% from $413.4 million.
Annual EPS climbed every year in the table, from $1.39 in 2022 to $2.83 in 2023, $3.89 in 2024 and $5.24 in 2025. Annual revenue rose from $727.5 million in 2022 to $1.98 billion in 2025, about 2.7 times. Quarterly revenue stepped up sharply in Q3 2025, to $589.2 million from $413.4 million the quarter before. Q2 2026 revenue is the highest in the table, while the EPS high is Q4 2025 at $1.60. In the first half of 2026, EPS totalled $2.29, about 6% more than a year earlier, on revenue about 50% higher. Over the last 20 quarters, Shift4 beat the EPS estimate 14 times.
Shift4 reported Q3 between November 6 and November 12 in each of the past five years. That points to early or mid November 2026 for the next report. It will show whether revenue holds near the $624.0 million reached in Q2.
Earnings history
| Period | Reported | EPS estimate | EPS actual | Surprise | Revenue | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 6, 2026 | $1.25 | $1.32 | +5.26% | $624.0M | SEC |
| Q1 2026 | May 7, 2026 | $0.97 | $0.97 | +0.43% | $549.0M | SEC |
| Q4 2025 | Feb 26, 2026 | $1.60 | $1.60 | −0.14% | $610.0M | SEC |
| Q3 2025 | Nov 6, 2025 | $1.45 | $1.47 | +1.62% | $589.2M | SEC |
| Q2 2025 | Aug 5, 2025 | $1.19 | $1.10 | −7.85% | $413.4M | SEC |
| Q1 2025 | Apr 29, 2025 | $0.70 | $1.07 | +53.69% | $368.5M | SEC |
| Q4 2024 | Feb 18, 2025 | $1.14 | $1.35 | +18.41% | $405.0M | SEC |
| Q3 2024 | Nov 12, 2024 | $1.06 | $1.04 | −1.65% | $365.1M | SEC |
| Q2 2024 | Aug 8, 2024 | $0.87 | $0.96 | +10.83% | $320.6M | SEC |
| Q1 2024 | May 9, 2024 | $0.62 | $0.54 | −12.88% | $263.7M | SEC |
| Q4 2023 | Feb 27, 2024 | $0.82 | $0.76 | −6.99% | $269.3M | SEC |
| Q3 2023 | Nov 8, 2023 | $0.69 | $0.82 | +18.38% | $243.0M | SEC |
| Q2 2023 | Aug 3, 2023 | $0.53 | $0.74 | +39.62% | $228.1M | SEC |
| Q1 2023 | May 4, 2023 | $0.36 | $0.51 | +41.12% | $200.0M | SEC |
| Q4 2022 | Feb 28, 2023 | $0.39 | $0.47 | +21.79% | $199.4M | SEC |
| Q3 2022 | Nov 7, 2022 | $0.43 | $0.44 | +1.38% | $196.7M | SEC |
| Q2 2022 | Aug 4, 2022 | $0.25 | $0.33 | +34.53% | $182.6M | SEC |
| Q1 2022 | May 5, 2022 | $0.08 | $0.15 | +98.68% | $148.8M | SEC |
| Q4 2021 | Mar 1, 2022 | $0.18 | $0.08 | −56.43% | $146.9M | SEC |
| Q3 2021 | Nov 10, 2021 | $0.25 | $0.26 | +4.80% | $148.3M | SEC |
Quarterly revenue
Frequently asked questions
When did Shift4 Payments (FOUR) last report earnings?
Shift4 Payments last reported on Aug 6, 2026, covering fiscal Q2 2026.
Did FOUR beat earnings estimates?
Yes. Shift4 Payments reported EPS of $1.32 for Q2 2026 against a $1.25 estimate — a 5.26% beat.
How much revenue did FOUR report last quarter?
Shift4 Payments reported $624.0M in revenue for Q2 2026, against a consensus estimate of $615.2M.
Earnings figures may be restated, revised or corrected by the issuer. Past results do not indicate future performance.
This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.
