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Shift4 Payments FOUR Q4 2025 Annual earnings

Reported February 26, 2026 · Before market open

Revenue$610.0MMiss by $7.8M
EPS$1.60Beat by $0.03
Revenue estimate$617.8M
EPS estimate$1.57

Next report

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

Financials

Q4 2025

Income statement

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Revenue$1.2B+33.9%
Gross profit$449.5M+57.1%
Operating income$127.9M+48.7%
Net income$40.2M-65.5%
EPS (diluted)$0.38-73.6%

Balance sheet

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Cash & equivalents$133.0M+156%
Total debt$4.6B+60.2%
Total equity$1.4B+78.7%
Total assets$8.7B+72.8%

Cash flow

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Operating cash flow$223.7M+71.2%
CapEx$1.2M-20.0%
Free cash flow$222.5M+72.2%

Valuation & ratios

Valuation

as of 12/31/25
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Market cap$4.33B-40.6%
Enterprise value$8.82B-12.9%
P/E36.3×+4.6×
P/S1×-1.2×

Profitability

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Gross margin34.2%+4.9pp
Operating margin8.4%+1.0pp
Net margin2.9%-4.1pp
FCF margin14.9%+0.1pp

Returns & leverage

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Return on equity10.6%-20.9pp
Debt / equity3.2×-0.4×
Current ratio1.7×+0.3×

Segments

By product

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Payments-based revenue$788.8M+2.1%
Subscription and other revenue$144.8M+25.8%

FAQ

When did Shift4 Payments report Q4 2025 earnings?
Shift4 Payments (FOUR) reported Q4 2025 earnings on February 26, 2026 before market open.
What were Shift4 Payments's Q4 2025 revenue and EPS?
Shift4 Payments reported revenue of $610.0M and eps of $1.60 for Q4 2025.
Did Shift4 Payments beat estimates in Q4 2025?
Revenue missed the consensus estimate of $617.8M by $7.8M. EPS beat the consensus estimate of $1.57 by $0.03.
How did Shift4 Payments's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 31.2% from $887.0M a year earlier and eps grew 18.5% from $1.35.
Where can I find Shift4 Payments's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001794669-26-000006) and the 10-K periodic report (0001794669-26-000010) directly on SEC EDGAR. The filing index links above go to sec.gov.