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Shopify (SHOP) Q4 2025 Annual Earnings

SHOP·Reported February 11, 2026·Before market open

Shopify reported Q4 2025 revenue of $3.6B (+29.4% YoY), beat analyst consensus of $3.6B by $34.4M. Diluted EPS came in at $0.46 (+4.5% YoY), missed the $0.51 consensus by $0.05. Shopify reports across 2 business segments, led by Merchant Solutions and Subscription Solutions.

Revenue
$3.6Bbeat by $34.4M
Consensus: $3.6B
Diluted EPS
$0.46missed by $0.05
Consensus: $0.51
SEC

SEC Filings

Earnings release8-K · 0001594805-26-000006
Annual report10-K · 0001594805-26-000007

Financial Snapshot

Trailing eight quarters through Q4 2025

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Q4 2025 Earnings FAQ

Common questions about Shopify's Q4 2025 earnings report.

Shopify (SHOP) reported Q4 2025 earnings on February 11, 2026 before market open.

Shopify reported revenue of $3.6B and diluted EPS of $0.46 for Q4 2025.

Revenue beat the consensus estimate of $3.6B by $34.4M. EPS missed the consensus estimate of $0.51 by $0.05.

Compared to the same quarter a year prior, revenue grew 29.4% from $2.8B a year earlier and diluted EPS grew 4.5% from $0.44.

You can read the 8-K earnings release (0001594805-26-000006) and the 10-K periodic report (0001594805-26-000007) directly on SEC EDGAR. The filing index links above go to sec.gov.