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Shift4 Payments FOUR Operating margin

Operating margin at other companies

Global Payments logo
Global PaymentsGPN
12.4%-12.3pp
Fidelity National Information Services logo
Fidelity National Information ServicesFIS
15.7%-1.2pp
Cimpress PLC logo
Cimpress PLCCMPR
6.7%+0.1pp
Shopify logo
ShopifySHOP
14.2%+2.0pp
Toast logo
ToastTOST
6.3%+2.9pp
Priority Technology Holdings logo
Priority Technology HoldingsPRTH
13.8%-1.7pp

Other financials

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

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Market cap$3.44B-39.0%
P/E32.7×+7.2×
P/S0.7×-0.8×

Profitability

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Gross margin35.9%+5.4pp
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×

Where this comes from

Calculated from Shift4 Payments’s reported figures.

Based on trailing twelve months.

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

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

FAQ

What is Shift4 Payments's operating margin?
Shift4 Payments (FOUR) reported operating margin of 8.1% in Q2 2026.
How has Shift4 Payments's operating margin changed year-over-year?
Shift4 Payments's operating margin increased by 6.6% year-over-year, from 7.6% to 8.1%.
What is the long-term trend for Shift4 Payments's operating margin?
Over 5 years (2020 to 2025), Shift4 Payments's operating margin has grown at a 2.2% compound annual growth rate (CAGR), from -7.5% to 8.4%.
What does operating margin mean?
Operating income as a percentage of revenue (trailing twelve months). Captures profitability from core operations after both cost of revenue and operating expenses, but before interest and taxes.

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