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Shift4 Payments FOUR Q1 2026 earnings

Reported May 7, 2026 · Before market open

Revenue$549.0MMiss by $538.0M
EPS$0.97Miss by $0.02
Revenue estimate$1.1B
EPS estimate$0.99

Next report

Aug 6, 2026 (In 1 week)
Revenue estimate$615.2M
EPS estimate$1.21

Financials

Q1 2026

Income statement

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Revenue$1.1B+32.2%
Gross profit$392.0M+52.5%
Operating income$50.0M+100%
Net income$15.0M-11.8%
EPS (diluted)-$0.01-105%

Balance sheet

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Cash & equivalents--100%
Total debt$4.6B+59.0%
Total equity$1.7B+105%
Total assets$8.8B+75.0%

Cash flow

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Operating cash flow$134.0M+39.6%
CapEx$6.0M+500%
Free cash flow$128.0M+34.7%

Valuation & ratios

Valuation

as of 07/28/26
See full
Market cap$3.96B-45.0%
P/E33.8×+1.2×
P/S0.9×-1.1×

Profitability

See full
Gross margin35.1%+5.1pp
Operating margin8.4%+1.2pp
Net margin2.6%-3.9pp
FCF margin14.8%+1.1pp

Returns & leverage

See full
Return on equity9.5%-21.1pp
Debt / equity2.8×-0.8×
Current ratio1.2×-0.1×

Segments

By product

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Payments-based revenue$917.0M+21.3%
Subscription and other revenue$102.0M+10.9%
TFS revenue$102.0M—

Versus estimates

Revenue

Q1 2026$549.0MMiss by $538.0M
Q4 2025$610.0MMiss by $7.8MQ3 2025$1.2BMiss by $27.4MQ2 2025$966.2MMiss by $220.7MQ1 2025$848.3MMiss by $140.7MQ4 2024$887.0MMiss by $115.7M

Diluted EPS

Q1 2026$0.97Miss by $0.02
Q4 2025$1.60Beat by $0.03Q3 2025$1.47Beat by $0.01Q2 2025$1.10Miss by $0.10Q1 2025$1.07Beat by $0.36Q4 2024$1.35Beat by $0.19

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Questions, answered.

When did Shift4 Payments report Q1 2026 earnings?
Shift4 Payments (FOUR) reported Q1 2026 earnings on May 7, 2026 before market open.
What were Shift4 Payments's Q1 2026 revenue and EPS?
Shift4 Payments reported revenue of $549.0M and eps of $0.97 for Q1 2026.
Did Shift4 Payments beat estimates in Q1 2026?
Revenue missed the consensus estimate of $1.1B by $538.0M. EPS missed the consensus estimate of $0.99 by $0.02.
How did Shift4 Payments's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 35.3% from $848.3M a year earlier and eps declined 9.3% from $1.07.
Where can I find Shift4 Payments's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001794669-26-000018) and the 10-Q periodic report (0001794669-26-000020) directly on SEC EDGAR. The filing index links above go to sec.gov.