Shift4 Payments, Inc.
FOURNYSE
$50.31
↓ -2.6%Jul 17 close · end-of-day
Price
1Y↓ -51.3%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
—
Enterprise Value
—
P/E
—
P/S
—
P/B
—
EV/EBITDA
—
PEG
—
FCF Yield
—
Dividend Yield
—
Revenue (TTM)
$4.5B
Net Income (TTM)
$145.0M
Free Cash Flow (TTM)
$657.0M
Gross Margin
—
Operating Margin
8.4%
Net Margin
3.3%
ROE
8.8%
ROIC
5.3%
Debt / Equity
2.7
Net Cash
-$4.0B
Return 1Y
-52.6%
Company profile
Shift4 Payments, Inc. provides integrated payment processing and technology solutions in the United States. It provides omni-channel card acceptance and processing solutions, including credit, debit, contactless card, Europay, Mastercard and visa, QR Pay, and mobile wallets. The company also offers VenueNext, which provides mobile ordering, countertop POS, and self-service kiosk services.
- CEO
- Jared Isaacman
- Sector
- Services
- Industry
- Business Services
- Employees
- 2,300
- Headquarters
- Pennsylvania
- Website
- shift4.com
Management & directors
- Lauber David TaylorChief Executive Officer
- Frankel JordanSee Remarks
- Whalen James J.See Remarks
- Cruz Christopher NestorSee Remarks
- Isaacman JaredExecutive Chairman
- Disman NancyChief Financial Officer
Roles derived from SEC Form 4 filings.
Earnings
FOUR Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$1.1B↑ +32.2%
Diluted EPS——
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $766.9M | $1.4B | $2.0B | $2.6B | $3.3B | $4.2B |
| Gross profit | $177.8M | $278.4M | — | — | — | — |
| Operating income | -$57.6M | -$49.2M | $94.7M | $115.0M | $247.0M | $351.0M |
| Net income | -$18.4M | -$48.2M | $86.7M | $122.9M | $294.5M | $147.0M |
| Diluted EPS | — | — | — | — | — | — |
| Operating cash flow | $4.0M | $3.0M | $275.4M | $346.0M | $500.0M | $634.0M |
| Free cash flow | -$800,000.00 | -$5.2M | $267.4M | $332.0M | $493.0M | $624.0M |
| Gross margin | 23.2% | 20.4% | — | — | — | — |
| Operating margin | -7.5% | -3.6% | 4.8% | 4.5% | 7.4% | 8.4% |
| Net margin | -2.4% | -3.5% | 4.3% | 4.8% | 8.8% | 3.5% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $827.0M | $909.2M | $887.4M | $848.0M | $966.2M | $1.2B | $1.2B | $1.1B |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | $59.2M | $80.4M | $86.0M | $25.0M | $83.1M | $114.6M | $128.3M | $50.0M |
| Net income | $39.2M | $53.8M | $180.9M | $17.0M | $34.0M | $28.1M | $67.9M | $15.0M |
| Diluted EPS | — | — | — | — | — | — | — | — |
| Operating cash flow | $111.8M | $142.5M | $130.7M | $96.0M | $142.5M | $171.8M | $223.7M | $134.0M |
| Free cash flow | $109.6M | $140.5M | $129.2M | $95.0M | $141.1M | $165.4M | $222.5M | $128.0M |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | 7.2% | 8.8% | 9.7% | 2.9% | 8.6% | 9.7% | 10.8% | 4.5% |
| Net margin | 4.7% | 5.9% | 20.4% | 2.0% | 3.5% | 2.4% | 5.7% | 1.3% |
Company news
Jul 17, 2026
Jul 16, 2026
Jul 15, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-15 | Disman Nancy | Award | 7,343 | $41.18 | $302,384.74 | filing |
| 2026-06-15 | Bakhshandehpour Sam | Award | 5,100 | $41.18 | $210,018.00 | filing |
| 2026-06-15 | Goldsmith-Grover Sarah | Award | 5,100 | $41.18 | $210,018.00 | filing |
| 2026-06-15 | Dallaire Seth | Award | 5,100 | $41.18 | $210,018.00 | filing |
| 2026-06-15 | Davis Karen Roter | Award | 5,100 | $41.18 | $210,018.00 | filing |
| 2026-06-15 | Halkyard Jonathan S | Award | 5,100 | $41.18 | $210,018.00 | filing |
| 2026-06-05 | Lauber David Taylor· Chief Executive Officer | Tax withholding | 5,193 | $39.29 | $204,032.97 | filing |
| 2026-05-12 | Isaacman Jared | Buy | 193,000 | $40.66 | $7.8M | filing |
| 2026-05-11 | Isaacman Jared | Buy | 195,500 | $41.41 | $8.1M | filing |
| 2026-03-17 | Isaacman Jared | Gift | 1,600 | $0.00 | $0.00 | filing |
| 2026-03-10 | Isaacman Jared | Buy | 43,827 | $45.75 | $2.0M | filing |
| 2026-03-02 | Isaacman Jared | Buy | 45,693 | $43.83 | $2.0M | filing |
| 2026-03-02 | Lauber David Taylor· Chief Executive Officer | Tax withholding | 12,302 | $44.07 | $542,149.14 | filing |
| 2026-03-02 | Disman Nancy | Tax withholding | 5,760 | $44.07 | $253,843.20 | filing |
| 2026-03-02 | Frankel Jordan· See Remarks | Tax withholding | 4,175 | $44.07 | $183,992.25 | filing |
| 2026-02-28 | Lauber David Taylor· Chief Executive Officer | Tax withholding | 9,926 | $44.07 | $437,438.82 | filing |
| 2026-02-28 | Disman Nancy | Tax withholding | 4,266 | $44.07 | $188,002.62 | filing |
| 2026-02-28 | Frankel Jordan· See Remarks | Tax withholding | 3,199 | $44.07 | $140,979.93 | filing |
| 2026-02-28 | Whalen James J.· See Remarks | Tax withholding | 902 | $44.07 | $39,751.14 | filing |
| 2026-02-27 | Lauber David Taylor· Chief Executive Officer | Award | 222,373 | $44.07 | $9.8M | filing |
| 2026-02-27 | Isaacman Jared | Buy | 159,244 | $44.15 | $7.0M | filing |
| 2026-02-27 | Disman Nancy | Award | 76,015 | $44.07 | $3.3M | filing |
| 2026-02-27 | Frankel Jordan· See Remarks | Award | 62,514 | $44.07 | $2.8M | filing |
| 2026-02-27 | Cruz Christopher Nestor· See Remarks | Award | 17,137 | $44.07 | $755,227.59 | filing |
| 2026-02-27 | Whalen James J.· See Remarks | Award | 17,018 | $44.07 | $749,983.26 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.