What is Shift4 Payments's TFS revenue — gross revenue?

Shift4 Payments (FOUR) reported TFS revenue — gross revenue of $102M in Q1 2026.

What does TFS revenue — gross revenue mean?

This metric represents the total gross revenue generated specifically from the company's TFS (Transaction Facilitation Services) segment. It captures the top-line inflows derived from payment processing and related technology services provided through this specific business unit. Tracking this revenue stream allows investors to evaluate the growth trajectory and market adoption of the company's specialized payment facilitation offerings.

Shift4 Payments FOUR TFS revenue — Gross revenue

Other product segments

Payments-based revenue

$917M+21.3%

Subscription and other revenue

$102M+10.9%

Similar metrics at other companies

TOSTFinancial technology solutions — Total Revenue

$1.32B+22.3%

NATLT&T — Total Revenue

$40M-7.0%

NDAQFinancial Technology — Total revenues

$517M+19.7%

DAVETransaction Based Revenue — Revenue

$10.83M+6.9%

IPARFR — Revenue (Gross)

$18.23M+11.5%

NATLT&T — Segment Revenue

$40M-7.0%

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

See full

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:RevenueFromContractWithCustomerExcludingAssessedTax.

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 TFS revenue — gross revenue?: Shift4 Payments (FOUR) reported TFS revenue — gross revenue of $102M in Q1 2026.
What does TFS revenue — gross revenue mean?: This metric represents the total gross revenue generated specifically from the company's TFS (Transaction Facilitation Services) segment. It captures the top-line inflows derived from payment processing and related technology services provided through this specific business unit. Tracking this revenue stream allows investors to evaluate the growth trajectory and market adoption of the company's specialized payment facilitation offerings.