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FOUR · Shift4 Payments, Inc.
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$44.78 +3.26 (+7.85%) At close · Nov 13 Play latest call Q2 2026 earnings call transcript
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$3.36B
Shares
74.94M
Volume · Nov 13 2.9M Avg daily vol (3M) 2.19M
All webcasts

Earnings call · FY2026 Q3

Shift4 Payments, Inc. (FOUR) Q3 2026 Earnings Call

Concluded Nov 5, 2026
Nov 5, 2026
Period
FY2026 Q3
Runtime
—
Sources
3 artifacts
Revenue $1.32B +12.1% YoY
Net income $38.00M +35.7% YoY
Open full screen Slides 22 8-K 10-Q

Executive readout · one minute

What the filings say

8-K earnings release · filed Nov 5, 2026
Shift4 Payments, Inc. reported Q3 2026 gross revenue of $1,319 million, up 12% YoY, and Adjusted EBITDA of $310 million, up 6% YoY, while revising full-year 2026 Adjusted EBITDA guidance to $1.11 to $1.13 billion.

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Presentation 22 slides 8-K earnings release Filed Nov 5, 2026 10-Q report Filed Nov 5, 2026 Company webcastOpen the original investor-relations page

Quarter detail

How the reported period landed and where the business moved.

Result vs. guidance

Revenue Above

Revenue · products & services

Payments-Based Revenue$1.07B +15.6% YoY
TFS Revenue$139.00M +6.9% YoY
Subscription and Other Revenues$107.00M -10.1% YoY

Capital returned

Buybacks · derived
$190.00M
Shares repurchased
4.34M
Full-screen source Call document

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Shift4 Payments, Inc.

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