# Shift4 Payments (FOUR) — Earnings

FOUR · NYSE · Stock

Canonical page: https://www.lighthorse.io/tickers/four/earnings

## Most recent quarter

| Metric | Value |
| --- | --- |
| 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 |
| SEC filing | [View filing](https://www.sec.gov:443/Archives/edgar/data/1794669/000179466926000045/four-20260630.htm) |
| Earnings call | [Transcript](http://o.thsi.cn/dc-d-stock-america.teleconference/b9dc1045-baac-c5bc-ee56-c7ed866f2c6a.html) |

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

| Fiscal period | Report date | EPS estimate | EPS actual | Surprise | Revenue estimate | Revenue actual |
| --- | --- | --- | --- | --- | --- | --- |
| Q2 2026 | Aug 6, 2026 | $1.25 | $1.32 | 5.26% | $615.2M | $624.0M |
| Q1 2026 | May 7, 2026 | $0.97 | $0.97 | 0.43% | $545.9M | $549.0M |
| Q4 2025 | Feb 26, 2026 | $1.60 | $1.60 | -0.14% | $617.8M | $610.0M |
| Q3 2025 | Nov 6, 2025 | $1.45 | $1.47 | 1.62% | $585.0M | $589.2M |
| Q2 2025 | Aug 5, 2025 | $1.19 | $1.10 | -7.85% | $410.1M | $413.4M |
| Q1 2025 | Apr 29, 2025 | $0.70 | $1.07 | 53.69% | $353.8M | $368.5M |
| Q4 2024 | Feb 18, 2025 | $1.14 | $1.35 | 18.41% | $405.5M | $405.0M |
| Q3 2024 | Nov 12, 2024 | $1.06 | $1.04 | -1.65% | $371.1M | $365.1M |
| Q2 2024 | Aug 8, 2024 | $0.87 | $0.96 | 10.83% | $314.1M | $320.6M |
| Q1 2024 | May 9, 2024 | $0.62 | $0.54 | -12.88% | $267.8M | $263.7M |
| Q4 2023 | Feb 27, 2024 | $0.82 | $0.76 | -6.99% | $280.4M | $269.3M |
| Q3 2023 | Nov 8, 2023 | $0.69 | $0.82 | 18.38% | $250.5M | $243.0M |
| Q2 2023 | Aug 3, 2023 | $0.53 | $0.74 | 39.62% | $224.2M | $228.1M |
| Q1 2023 | May 4, 2023 | $0.36 | $0.51 | 41.12% | $192.1M | $200.0M |
| Q4 2022 | Feb 28, 2023 | $0.39 | $0.47 | 21.79% | $198.0M | $199.4M |
| Q3 2022 | Nov 7, 2022 | $0.43 | $0.44 | 1.38% | $193.1M | $196.7M |
| Q2 2022 | Aug 4, 2022 | $0.25 | $0.33 | 34.53% | $172.0M | $182.6M |
| Q1 2022 | May 5, 2022 | $0.08 | $0.15 | 98.68% | $141.0M | $148.8M |
| Q4 2021 | Mar 1, 2022 | $0.18 | $0.08 | -56.43% | $144.0M | $146.9M |
| Q3 2021 | Nov 10, 2021 | $0.25 | $0.26 | 4.80% | $144.8M | $148.3M |

## 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.

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Earnings figures may be restated, revised or corrected by the issuer. Past results do not indicate future performance.

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Data provided by [AInvest](https://www.ainvest.com).