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Shift4 Payments FOUR Q2 2026 earnings

Reported August 6, 2026 · Before market open

Revenue$624.0MBeat by $8.3M
EPS$1.32Beat by $0.06
Revenue estimate$615.7M
EPS estimate$1.26

Next report

Nov 5, 2026 (in 2 months)
Revenue estimate$653.1M
EPS estimate$1.41

Financials

Q2 2026

Income statement

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Revenue$1.3B+34.1%
Gross profit$446.0M+52.7%
Operating income$95.0M+14.5%
Net income$22.0M-35.3%
EPS (diluted)$0.08-75.0%

Balance sheet

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Cash & equivalents--100%
Total debt$4.6B+21.2%
Total equity$1.6B+1.6%
Total assets$8.7B+24.4%

Cash flow

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Operating cash flow$63.0M-55.6%
CapEx$6.0M+500%
Free cash flow$57.0M-59.6%

Valuation & ratios

Valuation

as of 09/16/26
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Market cap$3.34B-43.6%
P/E31.8×+5.0×
P/S0.7×-0.9×

Profitability

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Gross margin35.9%+5.4pp
Operating margin8.1%+0.5pp
Net margin2.2%-3.9pp
FCF margin12%-2.0pp

Returns & leverage

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Return on equity6.6%-12.7pp
Debt / equity2.8×+0.5×
Current ratio1.2×-1.3×

Segments

By product

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Payments-based revenue$1.1B+23.6%
TFS revenue$117.0M—
Subscription and other revenue$105.0M+7.1%

FAQ

When did Shift4 Payments report Q2 2026 earnings?
Shift4 Payments (FOUR) reported Q2 2026 earnings on August 6, 2026 before market open.
What were Shift4 Payments's Q2 2026 revenue and EPS?
Shift4 Payments reported revenue of $624.0M and eps of $1.32 for Q2 2026.
Did Shift4 Payments beat estimates in Q2 2026?
Revenue beat the consensus estimate of $615.7M by $8.3M. EPS beat the consensus estimate of $1.26 by $0.06.
How did Shift4 Payments's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 35.4% from $966.2M a year earlier and eps grew 20.0% from $1.10.
Where can I find Shift4 Payments's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001794669-26-000042) and the 10-Q periodic report (0001794669-26-000045) directly on SEC EDGAR. The filing index links above go to sec.gov.