FOUR Shift4 Payments, Inc.

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Shift4 Payments Beat Expectations, Lowers Guidance

Thursday, November 5, 2026 · 7:00 AM ET

Shift4 Payments (FOUR) reported earnings of $1.49 per share on revenue of $1.32 billion for the third quarter ended September 2026. The consensus earnings estimate was $1.35 per share. The Earnings Whisper number was $1.32 per share. The company beat expectations by 12.88% while revenue grew 12.07% on a year-over-year basis.

The company said in its earnings presentation it expects 2026 non-GAAP earnings of $5.05 to $5.15 per share on revenue of $2.45 billion to $2.46 billion. The company's previous guidance was earnings of $5.15 to $5.35 per share on revenue of $2.48 billion to $2.53 billion, and the current consensus earnings estimate is $5.18 per share on revenue of $2.50 billion for the year ending December 31, 2026.

Shift4 Payments is a leading provider of integrated payment processing and technology solutions, delivering a complete omnichannel ecosystem that extends beyond payments to include a wide range of commerce-enabling services.

Earnings Whisper Grade
Power Rating
Reported Earnings
$1.49
Earnings Whisper®
$1.32
Consensus Estimate (non-GAAP)
$1.35
Earnings Surprise
Earnings Growth-4.5 %
Reported Revenue
$1.32B
Revenue Estimate
—

Consensus estimates for banks and some financial institutions are for net interest income, which may not be comparable to reported revenue.

Revenue Surprise
Revenue Growth12.1 %

*Reported earnings and revenue figures shown above, and any guidance given, are preliminary and may be updated upon further review.*

Shift4 Announces Third Quarter 2026 Results

Thursday, November 5, 2026 · 7:00 AM ET Business Wire

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: +1-929-203-1911
Conference ID: FOURQ326

The earnings conference call will also be webcast live and interested parties can join the live webcast through Shift4’s website at: https://investors.shift4.com

X Spaces Simulcast

As previously announced, the live audio of the earnings call will be simulcast via X Spaces. Follow @Shift4 on X for additional information on how to access the simulcast.

About Shift4

Shift4 (NYSE: FOUR) powers the experience economy, enabling businesses to deliver the moments that matter. Transforming how people shop, dine, stay, and play, Shift4’s commerce technology allows for a seamless experience at any scale. From your neighborhood restaurant to the world’s largest event venues, Shift4 handles billions of transactions annually for hundreds of thousands of businesses around the world. For more information, visit shift4.com.

Source: Shift4

Investor Relations
investors@shift4.com

Media Contacts
shift4pr@icrinc.com

Source: Shift4