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Shift4 Payments FOUR Q2 2025 earnings

Reported August 5, 2025 · Before market open

Revenue$966.2MMiss by $220.7M
EPS$1.10Miss by $0.10
Revenue estimate$1.2B
EPS estimate$1.20

Next report

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

Financials

Q2 2025

Income statement

See full
Revenue$966.2M+16.8%
Gross profit$292.5M+26.2%
Operating income$83.1M+40.4%
Net income$34.0M-13.3%
EPS (diluted)$0.32-44.8%

Balance sheet

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Cash & equivalents$119.1M+2,065%
Total debt$3.8B+111%
Total equity$1.6B+127%
Total assets$7.0B+100%

Cash flow

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Operating cash flow$142.5M+27.5%
CapEx$1.4M-36.4%
Free cash flow$141.1M+28.7%

Valuation & ratios

Valuation

as of 06/30/25
See full
Market cap$6.69B+37.8%
Enterprise value$10.33B+55.8%
P/E30.2×-15.6×
P/S1.9×+0.2×

Profitability

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Gross margin30.5%+3.3pp
Operating margin7.6%+2.4pp
Net margin6.1%+2.5pp
FCF margin14%+0.6pp

Returns & leverage

See full
Return on equity19.3%-0.7pp
Debt / equity2.4×-0.2×
Current ratio2.5×+1.2×

Segments

By product

See full
Payments-based revenue$868.5M+14.9%
Subscription and other revenue$97.7M+37.2%

By geography

See full
U.S.$828.0M+13.8%

Versus estimates

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Questions, answered.

When did Shift4 Payments report Q2 2025 earnings?
Shift4 Payments (FOUR) reported Q2 2025 earnings on August 5, 2025 before market open.
What were Shift4 Payments's Q2 2025 revenue and EPS?
Shift4 Payments reported revenue of $966.2M and eps of $1.10 for Q2 2025.
Did Shift4 Payments beat estimates in Q2 2025?
Revenue missed the consensus estimate of $1.2B by $220.7M. EPS missed the consensus estimate of $1.20 by $0.10.
How did Shift4 Payments's Q2 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 16.8% from $827.0M a year earlier and eps grew 14.6% from $0.96.
Where can I find Shift4 Payments's Q2 2025 SEC filings?
You can read the 10-Q periodic report (0001794669-25-000027) directly on SEC EDGAR. The filing index links above go to sec.gov.