What is Shift4 Payments's change in AR?

Shift4 Payments (FOUR) reported change in AR of -$22M in Q1 2026.

How has Shift4 Payments's change in AR changed year-over-year?

Shift4 Payments's change in AR decreased by 46.7% year-over-year, from -$15M to -$22M.

What is the long-term trend for Shift4 Payments's change in AR?

Over 4 years (2021 to 2025), Shift4 Payments's change in AR has grown at a -54.9% compound annual growth rate (CAGR), from $120.7M to -$5M.

What does change in AR mean?

Increase or decrease in amounts owed by customers — the primary working capital driver for many businesses.

Shift4 Payments FOUR Change in AR

Change in AR at other companies

Global PaymentsGPN

-$44.18M-220%

Fidelity National Information ServicesFIS

$8M-11.1%

Cimpress plcCMPR

$3.83M—

ToastTOST

$18M+100%

CorpayCPAY

$843.81M+49.2%

MarqetaMQ

$4.63M+453%

Other financials

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

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Market cap$3.07B-36.4%

P/E26.2×+4.9×

P/S0.7×-0.7×

Profitability

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Gross margin35.1%+5.1pp

Operating margin8.4%+1.2pp

Net margin2.6%-3.9pp

FCF margin14.8%+1.1pp

Returns & leverage

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Return on equity9.5%-21.1pp

Debt / equity2.8×-0.8×

Current ratio1.2×-0.1×

Where this comes from

Reported directly by Shift4 Payments in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInAccountsReceivable.

The official record: Shift4 Payments’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Shift4 Payments's change in AR?: Shift4 Payments (FOUR) reported change in AR of -$22M in Q1 2026.
How has Shift4 Payments's change in AR changed year-over-year?: Shift4 Payments's change in AR decreased by 46.7% year-over-year, from -$15M to -$22M.
What is the long-term trend for Shift4 Payments's change in AR?: Over 4 years (2021 to 2025), Shift4 Payments's change in AR has grown at a -54.9% compound annual growth rate (CAGR), from $120.7M to -$5M.
What does change in AR mean?: Increase or decrease in amounts owed by customers — the primary working capital driver for many businesses.