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

Shift4 Payments (FOUR) reported TFS revenue — gross revenue of $117M in Q2 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

Screener

Other product segments

Payments-based revenue

$1.07B+23.6%

Subscription and other revenue

$105M+7.1%

Similar metrics at other companies

RSGGroup 1 — Gross revenue

$2.33B+6.7%

RSGGroup 2 — Gross revenue

$2.18B+2.0%

RSGGroup 3 — Gross revenue

$463M-0.6%

RSGRecycling & Waste Subtotal — Gross revenue

$4.51B+4.3%

CBNKGovernment loan servicing revenue — Gross revenue

$6.6M+40.4%

GERNGross product revenue — Total revenues

$72.44M+25.2%

Other financials

Income statement

See full

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

See full

Cash & equivalents--100%

Total debt$4.6B+21.2%

Total equity$1.6B+1.6%

Total assets$8.7B+24.4%

Cash flow

See full

Operating cash flow$63.0M-55.6%

CapEx$6.0M+500%

Free cash flow$57.0M-59.6%

Valuation

See full

Market cap$3.44B-39.0%

P/E32.7×+7.2×

P/S0.7×-0.8×

Profitability

See full

Gross margin35.9%+5.4pp

Operating margin8.1%+0.5pp

Net margin2.2%-3.9pp

FCF margin12%-2.0pp

Returns & leverage

See full

Return on equity6.6%-12.7pp

Debt / equity2.8×+0.5×

Current ratio1.2×-1.3×

Where this comes from

Reported directly by Shift4 Payments in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Shift4 Payments’s 10-Q, filed August 6, 2026.

Filed: Aug 6, 2026, 4:13 PM EDT
Fiscal quarter: Q2 FY2026
Calendar quarter: Q2 2026
Accession: 0001794669-26-000045

Line item	Three Months Ended June 30, 2026	Three Months Ended June 30, 2025	Six Months Ended June 30, 2026	Six Months Ended June 30, 2025
Payments-based revenue	$1,073	$868	$1,990	$1,624
TFS revenue	117	—	219	—
Subscription and other revenue	105	98	207	190
Total	$1,295	$966	$2,416	$1,814

Item 1. Financial Statements (unaudited)

FAQ

What is Shift4 Payments's TFS revenue — gross revenue?: Shift4 Payments (FOUR) reported TFS revenue — gross revenue of $117M in Q2 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.