FOUR Earnings Date: Nov 5, 2026 (Estimated) — Shift4 Payments, Inc.
NYSE · Technology · Software - Infrastructure
Updated
When is FOUR's next earnings date?
Shift4 Payments, Inc. (FOUR) is expected to report Q3 2026 earnings on Thursday, November 5, 2026 at 7:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $1.36 on revenue of $652.7M.
How did FOUR do in its last earnings report?
In its most recent report on Aug 6, 2026 (Q2 2026), Shift4 Payments, Inc. posted EPS of $1.32 versus the $1.26 estimate, a beat of 10.9%. Revenue was $1.29B against a $615.7M estimate. The stock's 1-day post-earnings move was -18.8%.
How much does FOUR stock move after earnings?
FOUR beat EPS estimates in 6 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 11.9% (up or down) in the day after earnings.
About Shift4 Payments, Inc.
Shift4 Payments, Inc. delivers comprehensive integrated payment processing and technology solutions across the United States. The company facilitates omni-channel card acceptance and processing, encompassing traditional credit and debit cards, contactless payments, EMV, QR Pay, mobile wallets, and various alternative payment methods. Their offerings include a proprietary omni-channel gateway, merchant acquiring services, and both integrated and mobile point-of-sale (POS) systems. Key features also comprise robust security solutions like tokenization and fraud prevention, alongside risk and chargeback management. Furthermore, they provide insightful reporting and analytical tools, web-store development services (including design, hosting, shopping cart management, and fulfillment integration), and gift card solutions. Shift4's specialized platforms cater to diverse business needs. VenueNext empowers stadium and entertainment venues with mobile ordering, countertop POS, self-service kiosks, and digital wallet functionality to manage food, merchandise, and loyalty programs. Shift4Shop provides full-suite e-commerce solutions, featuring website builders, shopping carts, product catalogs, order management, marketing tools, search engine optimization, and secure hosting. Additionally, Lighthouse serves as a cloud-based business intelligence tool offering customer engagement, social media management, online reputation monitoring, scheduling, and pricing insights, while SkyTab provides integrated hybrid-cloud POS and mobile payment solutions. The company also supports seamless integrations with third-party applications via its marketplace technology. Beyond these products, Shift4 offers extensive merchant support services, covering underwriting, onboarding, activation, training, risk management, and ongoing assistance. They also provide software integration, compliance management, and comprehensive partner support. Established in 1999, Shift4 Payments is headquartered in Allentown, Pennsylvania.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-06 | Q2 2026 | 1.26 | 1.32 | +10.92% | $1.29B | ✅ Beat | -18.77% | -17.72% | -17.22% |
| 2026-05-07 | Q1 2026 | 0.92 | 0.97 | +5.43% | $1.12B | ✅ Beat | +9.26% | -4.69% | -11.19% |
| 2026-02-26 | Q4 2025 | 1.52 | 1.60 | +5.26% | $1.19B | ✅ Beat | -15.62% | -17.27% | -15.62% |
| 2025-11-06 | Q3 2025 | 1.39 | 1.47 | +5.76% | $1.18B | ✅ Beat | -0.51% | +8.96% | +2.56% |
| 2025-08-05 | Q2 2025 | 1.15 | 1.10 | -4.35% | $966.2M | ❌ Miss | -15.43% | -18.81% | -13.60% |
| 2025-04-29 | Q1 2025 | 0.67 | 1.07 | +59.70% | $848.3M | ✅ Beat | +12.80% | +3.74% | +13.82% |
| 2025-02-18 | Q4 2024 | 1.15 | 1.35 | +17.39% | $887.0M | ✅ Beat | -17.48% | -23.17% | -29.77% |
| 2024-11-12 | Q3 2024 | 1.07 | 1.04 | -2.80% | $909.2M | ❌ Miss | -5.52% | -4.09% | -2.98% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q1 FY26 · $1.02B total
| Segment | Share | Revenue | YoY | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 |
|---|---|---|---|---|---|---|---|
| Payments Based Revenue | 90.0% | $917.0M | +21.3% | $806.8M | $1.53B | $755.7M | $868.5M |
| Subscription And Other Revenues | 10.0% | $102.0M | +10.2% | $102.4M | $185.8M | $92.6M | $97.7M |
By region
FY2025 · $4.18B total · annual
| Segment | Share | Revenue | YoY | FY2024 | FY2025 |
|---|---|---|---|---|---|
| UNITED STATES | 79.2% | $3.31B | +19.5% | $2.77B | $3.31B |
| Non-US | 20.8% | $868.0M | +55.0% | $559.9M | $868.0M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.