Jun 2026 (Q2 FY26) — Aug 6, 2026
Shift4 Q2 FY26 — Strong Results Amidst International Expansion and Resilience
Read the full callShift4 (FOUR) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Shift4 earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,295 | +34.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 7.3 | −1.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 22.0 | −35.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$39.34 +3.55% · +$1.35
Performance −49.4% 1Y
1Y: $77.78 on 14 Oct 2025 → $39.34. High $77.78 (14 Oct 2025), low $35.58 (1 Oct 2026).
- Previous close
- $37.99
- 52-week range
- $35.58 – $77.78
- One year
- −47.90%
Overview
- Symbol
- FOUR
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
Shift4 Payments, Inc. Q1 FY26 — Durable Growth Amidst Macro Headwinds and Scaling International Expansion
Read the full callDec 2025 (Q4 FY25) — Feb 26, 2026
Shift4 Payments, Inc. Q4 FY25 — Record Results, Global Expansion, and Strategic Simplification
Read the full callEvery analysed call
Shift4 earnings calls (FOUR)
Financials
What the filings say
Net profit, year on year: −35% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 909 | 887 | 848 | 966 | 1,177 | 1,189 | 1,121 | 1,295 |
| Operating profit | 80 | 86 | 25 | 83 | 115 | 128 | 50 | 95 |
| Operating margin | 8.8% | 9.7% | 3.0% | 8.6% | 9.7% | 10.8% | 4.5% | 7.3% |
| Interest | 18 | 27 | 29 | 39 | 61 | 61 | 65 | 65 |
| Profit before tax | -208 | 124 | 11 | 56 | 61 | 67 | -12 | 37 |
| Tax rate | 134.7% | −12.3% | −81.8% | 26.8% | 44.8% | 21.4% | 200.0% | 35.1% |
| Net profit | 54 | 116 | 17 | 34 | 28 | 40 | 15 | 22 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | -119 | -182 | -279 | -325 | -364 | -347 | -228 | -467 |
| Total liabilities | — | 774 | 1,109 | 1,943 | 2,073 | 2,519 | 4,023 | 6,756 |
| Fixed assets | — | 15 | 15 | 18 | 22 | 29 | — | — |
| Total assets | — | 784 | 1,779 | 2,343 | 2,554 | 3,388 | 5,041 | 8,713 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 26 | 8 | 4 | 3 | 275 | 346 | 500 | 634 |
| Cash from investing | -41 | -80 | -83 | -170 | -517 | -302 | -691 | -2,998 |
| Cash from financing | 11 | 71 | 1,003 | 471 | -215 | -110 | 929 | 2,055 |
| Net cash flow | -5 | -1 | 924 | 304 | -455 | -55 | 717 | -254 |
| Capital expenditure | -2 | -8 | -5 | -8 | -8 | -14 | -7 | -10 |
| Free cash flow | 24 | -0 | -1 | -5 | 267 | 332 | 493 | 624 |
FOUR operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Payments volume | $59BVolumes grew 23% year-over-year to $59 billion towards the higher end of guidance range.Source: earnings call transcript | $56BVolumes grew 24% year-over-year to $56 billion, while delivering blended spreads at 61 basis points.Source: earnings call transcript | $61BThis quarter was another proof point volume of $61 billion, up 22% year-over-year, gross revenue less network fees of $624 million, which was up 51%.Source: earnings call transcript | +8.9% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
47 filings between Nov 12, 2025 and Aug 7, 2026.
Open market
decisions to buy or sellPurchases
$33.61M
6 purchases by 1 insider
Sales
$1.28M
4 sales by 3 insiders
50% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 16
- Award — granted as compensation
- 14
- Tax withheld — shares kept back by the company to cover tax
Also filed: 4 dispositions to the issuer, 2 gifts, 1 conversion.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Isaacman Jared | $33.61M | — | May 12, 2026 |
| Lauber David Taylor | — | $828.0K | Dec 11, 2025 |
| Disman Nancy | — | $347.5K | Dec 11, 2025 |
| Whalen James J. | — | $102.8K | Nov 12, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 7, 2026 | Cruz Christopher Nestor See Remarks | Award | 24,854 | $0 |
| Aug 5, 2026 | Cruz Christopher Nestor See Remarks | Tax withheld | 14,073 | $782.6K |
| Jun 15, 2026 | Bakhshandehpour Sam Director | Award | 5,100 | $210.0K |
| Jun 15, 2026 | Goldsmith-Grover Sarah Director | Award | 5,100 | $210.0K |
| Jun 15, 2026 | Halkyard Jonathan S Director | Award | 5,100 | $210.0K |
| Jun 15, 2026 | Davis Karen Roter Director | Award | 5,100 | $210.0K |
| Jun 15, 2026 | Disman Nancy Director | Award | 7,343 | $302.4K |
| Jun 15, 2026 | Dallaire Seth Director | Award | 5,100 | $210.0K |
| Jun 5, 2026 | Lauber David Taylor Chief Executive Officer | Tax withheld | 5,193 | $204.0K |
| May 12, 2026 | Isaacman Jared 10% owner | Purchase | 193,000 | $7.85M |
| May 11, 2026 | Isaacman Jared 10% owner | Purchase | 195,500 | $8.09M |
| Mar 17, 2026 | Isaacman Jared 10% owner | Gift | 1,600 | $0 |
| Mar 10, 2026 | Isaacman Jared 10% owner | Purchase | 43,827 | $2.00M |
| Mar 2, 2026 | Isaacman Jared 10% owner | Purchase | 45,693 | $2.00M |
| Mar 2, 2026 | Frankel Jordan See Remarks | Tax withheld | 4,175 | $184.0K |
| Mar 2, 2026 | Disman Nancy Director | Tax withheld | 5,760 | $253.8K |
| Mar 2, 2026 | Lauber David Taylor Chief Executive Officer | Tax withheld | 12,302 | $542.1K |
| Feb 28, 2026 | Frankel Jordan See Remarks | Tax withheld | 3,199 | $141.0K |
| Feb 28, 2026 | Whalen James J. See Remarks | Tax withheld | 902 | $39.8K |
| Feb 28, 2026 | Disman Nancy Director | Tax withheld | 4,266 | $188.0K |
| Feb 28, 2026 | Lauber David Taylor Chief Executive Officer | Tax withheld | 9,926 | $437.4K |
| Feb 27, 2026 | Frankel Jordan See Remarks | Award | 62,514 | $2.75M |
| Feb 27, 2026 | Cruz Christopher Nestor See Remarks | Award | 17,137 | $755.2K |
| Feb 27, 2026 | Whalen James J. See Remarks | Award | 17,018 | $750.0K |
| Feb 27, 2026 | Lauber David Taylor Chief Executive Officer | Award | 222,373 | $9.80M |
| Feb 27, 2026 | Disman Nancy Director | Award | 76,015 | $3.35M |
| Feb 27, 2026 | Isaacman Jared 10% owner | Purchase | 159,244 | $7.03M |
| Feb 26, 2026 | Isaacman Jared 10% owner | Purchase | 136,993 | $6.63M |
| Feb 20, 2026 | Frankel Jordan See Remarks | Tax withheld | 2,750 | $160.8K |
| Feb 20, 2026 | Whalen James J. See Remarks | Tax withheld | 3,916 | $229.0K |
| Feb 20, 2026 | Disman Nancy Director | Tax withheld | 5,765 | $337.2K |
| Feb 20, 2026 | Lauber David Taylor Chief Executive Officer | Tax withheld | 13,959 | $816.5K |
| Feb 7, 2026 | Isaacman Jared 10% owner | Disposition to issuer | 951,487 | — |
| Feb 7, 2026 | Isaacman Jared 10% owner | Award | 951,487 | — |
| Feb 7, 2026 | Isaacman Jared 10% owner | Award | 85,911 | — |
| Feb 7, 2026 | Isaacman Jared 10% owner | Disposition to issuer | 85,911 | — |
| Feb 7, 2026 | Isaacman Jared 10% owner | Award | 85,911 | — |
| Feb 7, 2026 | Isaacman Jared 10% owner | Disposition to issuer | 19,801,028 | — |
| Feb 7, 2026 | Isaacman Jared 10% owner | Conversion | 19,801,028 | — |
| Feb 7, 2026 | Isaacman Jared 10% owner | Disposition to issuer | 85,911 | — |
| Dec 11, 2025 | Lauber David Taylor Chief Executive Officer | Sale | 10,681 | $736.0K |
| Dec 11, 2025 | Disman Nancy Director | Sale 10b5-1 plan | 5,000 | $347.5K |
| Dec 11, 2025 | Lauber David Taylor Chief Executive Officer | Sale | 1,319 | $92.0K |
| Dec 9, 2025 | Isaacman Jared Executive Chairman | Tax withheld | 54,137 | $3.73M |
| Dec 8, 2025 | Isaacman Jared Executive Chairman | Award | 127,620 | $0 |
| Dec 8, 2025 | Isaacman Jared Executive Chairman | Gift | 130,257 | $0 |
| Nov 12, 2025 | Whalen James J. See Remarks | Sale 10b5-1 plan | 1,438 | $102.8K |
| Sep 15, 2025 | Disman Nancy Chief Financial Officer | Sale 10b5-1 plan | 5,000 | $436.4K |
| Sep 8, 2025 | Isaacman Jared Executive Chairman | Gift | 56,818 | $0 |
| Sep 8, 2025 | Isaacman Jared Executive Chairman | Gift | 28,523 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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