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Shift4 expects Global Blue to exit the year with 50 million of annualized synergies, toward the 70 million target. Fourth-quarter subscription and other revenue pressure was 25 to 30 million, including deferred European commercial initiatives.
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.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Subscription and Other | $107M | FY2026 Q3 | -10.1% |
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| Tax-Free Shopping | $139M | FY2026 Q3 | +6.9% |
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| Adjusted EBITDA non-GAAP | $284M | Q2 2026 | — |
| Adjusted EBITDA margin non-GAAP | 46% | Q2 2026 | — |
| Adjusted Free Cash Flow non-GAAP | $21M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Free Cash Flow -9M
+30M Acquisition, restructuring and integration costs, and other
= Adjusted Free Cash Flow 21M
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| EBITDA non-GAAP | $238M | Three Months Ended June 30, 2026 filing | — |
| FREE CASH FLOW non-GAAP | -$9M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net Cash Provided By Operating Activities 63M
-72M Capital expenditures
= Free Cash Flow -9M
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| GRLNF non-GAAP | $624M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Gross Profit 420M
+178M Other costs of sales
+26M Depreciation of equipment under lease
= GRLNF 624M
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| NON-GAAP EPS non-GAAP | $1.32 | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP DILUTED EPS $0.08
+$0.17 Impact of preferred dividend
+$1.07 Impact of adjustments
= Non-GAAP EPS $1.32
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| NON-GAAP NET INCOME non-GAAP | $119M | Q2 2026 | — |
| Organic GRLNF non-GAAP | $451M | Q2 2026 | — |
| Organic Payments-Based GRLNF non-GAAP | $359M | Q2 2026 | — |
| Organic Subscription and Other Revenue non-GAAP | $92M | Q2 2026 | — |
| Payments-Based Gross Revenue Less Network Fees | $402M | Q2 2026 | — |
| Shares repurchased since IPO | 19.9M | since IPO through Q2 2026 | — |
| Volume | 61B | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
FOUR
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Shift4 Payments, Inc.
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Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Shift4 expects Global Blue to exit the year with 50 million of annualized synergies, toward the 70 million target. Fourth-quarter subscription and other revenue pressure was 25 to 30 million, including deferred European commercial initiatives.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| FOUR | +1.9% | +13.6% | +4.7% | +11.9% | -28.9% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -0.7% | +14.7% | +4.2% | +12.1% | -39.5% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
