# Shift4 Payments, Inc.: overview

FOUR · NYSE · CIK 1794669 · [Industrials](/sectors/industrials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/four.md) · [Financials](/companies/four/financials.md) · [Filings](/companies/four/filings.md) · [Insiders](/companies/four/insiders.md)

Latest reported revenue: [$1.29bn](/filings/0001794669-26-000045.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 6, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001794669-26-000045).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [909](/filings/0001794669-25-000035.md) | [887 d](/filings/0001794669-26-000010.md) | [848](/filings/0001794669-26-000020.md) | [966](/filings/0001794669-26-000045.md) | [1,177](/filings/0001794669-25-000035.md) | [1,189 d](/filings/0001794669-26-000010.md) | [1,121](/filings/0001794669-26-000020.md) | [1,295](/filings/0001794669-26-000045.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [8.8%](/filings/0001794669-25-000035.md) | [9.7% d](/filings/0001794669-26-000010.md) | [2.9%](/filings/0001794669-26-000020.md) | [8.6%](/filings/0001794669-26-000045.md) | [9.7%](/filings/0001794669-25-000035.md) | [10.8% d](/filings/0001794669-26-000010.md) | [4.5%](/filings/0001794669-26-000020.md) | [7.3%](/filings/0001794669-26-000045.md) |
| Net margin | % | [5.9%](/filings/0001794669-25-000035.md) | [13.1% d](/filings/0001794669-26-000010.md) | [2.0%](/filings/0001794669-26-000020.md) | [3.5%](/filings/0001794669-26-000045.md) | [2.4%](/filings/0001794669-25-000035.md) | [3.4% d](/filings/0001794669-26-000010.md) | [1.3%](/filings/0001794669-26-000020.md) | [1.7%](/filings/0001794669-26-000045.md) |
| Diluted EPS | $ per share | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Free cash flow | $m | [141 d](/filings/0001794669-25-000035.md) | [129 d](/filings/0001794669-26-000010.md) | [95.0](/filings/0001794669-26-000020.md) | [141 d](/filings/0001794669-26-000045.md) | [166 d](/filings/0001794669-25-000035.md) | [223 d](/filings/0001794669-26-000010.md) | [128](/filings/0001794669-26-000020.md) | [57.0 d](/filings/0001794669-26-000045.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL not reported.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,368](/filings/0001794669-24-000007.md) | [1,994](/filings/0001794669-25-000011.md) | [2,565](/filings/0001794669-26-000010.md) | [3,331](/filings/0001794669-26-000010.md) | [4,180](/filings/0001794669-26-000010.md) |
| Gross margin | % | [20.4%](/filings/0001794669-22-000012.md) | not reported | not reported | not reported | not reported |
| Operating margin | % | [(3.6%)](/filings/0001794669-24-000007.md) | [4.8%](/filings/0001794669-25-000011.md) | [4.5%](/filings/0001794669-26-000010.md) | [7.4%](/filings/0001794669-26-000010.md) | [8.4%](/filings/0001794669-26-000010.md) |
| Net margin | % | [(3.5%)](/filings/0001794669-24-000007.md) | [3.8%](/filings/0001794669-25-000011.md) | [3.4%](/filings/0001794669-26-000010.md) | [6.9%](/filings/0001794669-26-000010.md) | [2.8%](/filings/0001794669-26-000010.md) |
| Diluted EPS | $ per share | not reported | not reported | not reported | not reported | not reported |
| Free cash flow | $m | [(5.2)](/filings/0001794669-24-000007.md) | [267](/filings/0001794669-25-000011.md) | [332](/filings/0001794669-26-000010.md) | [493](/filings/0001794669-26-000010.md) | [624](/filings/0001794669-26-000010.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL not reported.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/four/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP](/funds/1854440.md) | 2026-06-30 | $348.4m | 7,161,844 |  | Added +585,335 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $271.6m | 5,584,763 |  | Reduced −869,069 |
| [Durable Capital Partners LP](/funds/1798849.md) | 2026-06-30 | $215.2m | 4,423,633 |  | Reduced −1,742,160 |
| [Ensign Peak Advisors, Inc](/funds/1454984.md) | 2026-06-30 | $148.8m | 3,058,581 |  | Reduced −47,860 |
| [NEUBERGER BERMAN GROUP LLC](/funds/1465109.md) | 2026-06-30 | $128.9m | 2,649,220 |  | Added +129,315 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $124.4m | 2,557,320 |  | Added +271,136 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $113.1m | 2,324,424 |  | Added +300,492 |
| [WASATCH ADVISORS LP](/funds/814133.md) | 2026-06-30 | $105.5m | 2,169,197 |  | Reduced −2,037,047 |
| [MARSHALL WACE, LLP](/funds/1318757.md) | 2026-06-30 | $98.8m | 2,031,890 |  | Added +115,218 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $96.0m | 1,974,769 |  | Reduced −92,193 |

## Recent filings

[All 526 filings](/companies/four/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-08-06 | 16:13 ET | [10-Q](/filings/0001794669-26-000045.md) | Quarterly report, period 2026-06-30 | 0001794669-26-000045 |
| 2026-08-06 | 07:06 ET | [8-K](/filings/0001794669-26-000042.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001794669-26-000042 |
| 2026-07-13 | 08:31 ET | [8-K](/filings/0001794669-26-000040.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001794669-26-000040 |
| 2026-06-17 | 08:10 ET | [8-K](/filings/0001193125-26-273418.md) | 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001193125-26-273418 |
| 2026-05-07 | 16:05 ET | [10-Q](/filings/0001794669-26-000020.md) | Quarterly report, period 2026-03-31 | 0001794669-26-000020 |
| 2026-05-07 | 07:02 ET | [8-K](/filings/0001794669-26-000018.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001794669-26-000018 |
| 2026-04-30 | 16:07 ET | [DEF 14A](/filings/0001193125-26-197191.md) | Proxy statement, period 2026-06-12 | 0001193125-26-197191 |
| 2026-03-09 | 16:15 ET | [8-K](/filings/0001193125-26-098532.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure | 0001193125-26-098532 |
| 2026-02-27 | 16:09 ET | [10-K](/filings/0001794669-26-000010.md) | Annual report, period 2025-12-31 | 0001794669-26-000010 |
| 2026-02-26 | 07:03 ET | [8-K](/filings/0001794669-26-000006.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001794669-26-000006 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001794669-26-000010.md), filed Feb 27, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/352822c4-9574-4c85-95cf-75359c754cd3)

## About the filer

- CIK: 1794669
- Tickers: FOUR, FOUR-PA
- Exchange: NYSE
- SIC code: 7389 Services-Business Services, NEC
- State of incorporation: not reported
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:48 ET. No prices; not investment advice.