Spoken Alpha
FOUR
Shift4 Payments, Inc.
Overview
Shift4 Payments provides payment processing and software solutions to merchants across multiple channels and industries. The company offers an integrated platform combining payment processing, point-of-sale systems, business intelligence tools, and e-commerce capabilities, serving businesses from small owner-operated shops to multinational enterprises.
Shift4 Payments, Inc is a Technology company operating in Software - Infrastructure with a $3.16B market cap.
Most recent reported earnings: Q3 FY2026 (Nov 4, 2026).
22 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-10-04.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q2 FY2026Earnings2026-08-0619 Q&A exchanges
- Q1 FY2026Earnings2026-05-0711 Q&A exchanges
- Q4 FY2025Earnings2026-02-2715 Q&A exchanges
- Q3 FY2025Earnings2025-11-0618 Q&A exchanges
- Q2 FY2025Earnings2025-08-0517 Q&A exchanges
- Q1 FY2025Earnings2025-04-2938 Q&A exchanges
- Q4 FY2024Earnings2025-02-18
- Q3 FY2024Earnings2024-11-126 Q&A exchanges
- Q2 FY2024Earnings2024-08-0811 Q&A exchanges
- Q1 FY2024Earnings2024-05-0910 Q&A exchanges
- Q4 FY2023Earnings2024-02-2724 Q&A exchanges
- Q3 FY2023Earnings2023-11-0815 Q&A exchanges
- Q2 FY2023Earnings2023-08-0319 Q&A exchanges
- Q1 FY2023Earnings2023-05-0418 Q&A exchanges
- Q4 FY2022Earnings2023-02-2819 Q&A exchanges
- Q3 FY2022Earnings2022-11-0728 Q&A exchanges
- Q2 FY2022Earnings2022-08-0427 Q&A exchanges
- Q1 FY2022Earnings2022-05-0520 Q&A exchanges
- Q4 FY2021Earnings2022-03-0122 Q&A exchanges
- Q3 FY2021Earnings2021-11-1015 Q&A exchanges
- Q2 FY2021Earnings2021-08-0526 Q&A exchanges
- Q1 FY2021Earnings2021-05-0831 Q&A exchanges
History
Earnings history
- Q3 FY20262026-11-04EPS— vs $1.17—Rev— vs ——EODHD
- Q2 FY20262026-08-05EPS$1.01 vs $0.97+4.1%Rev$1.29B vs ——EODHD
- Q1 FY20262026-04-29EPS$0.97 vs $1.18-17.8%Rev$1.12B vs ——EODHD
- Q4 FY20252026-02-25EPS$1.22 vs $1.39-12.2%Rev$1.19B vs ——EODHD
- Q3 FY20252025-11-05EPS$1.47 vs $1.48-0.7%Rev$1.18B vs ——EODHD
- Q2 FY20252025-08-04EPS$1.10 vs $1.20-8.3%Rev$966.2M vs ——EODHD
- Q1 FY20252025-04-28EPS$1.07 vs $0.70+52.9%Rev$848.3M vs ——EODHD
- Q4 FY20242025-02-24EPS$1.35 vs $1.15+17.6%Rev$887.0M vs ——EODHD
- Q3 FY20242024-11-11EPS$1.04 vs $1.06-1.9%Rev$909.2M vs ——EODHD
- Q2 FY20242024-08-06EPS$0.96 vs $0.87+10.3%Rev$827.0M vs ——EODHD
- Q1 FY20242024-05-08EPS$0.54 vs $0.62-12.9%Rev$707.4M vs ——EODHD
- Q4 FY20232024-02-26EPS$0.76 vs $0.82-7.3%Rev$705.4M vs ——EODHD
- Q3 FY20232023-11-08EPS$0.82 vs $0.69+18.8%Rev$675.4M vs ——EODHD
- Q2 FY20232023-08-02EPS$0.74 vs $0.52+42.3%Rev$637.0M vs ——EODHD
- Q1 FY20232023-05-03EPS$0.51 vs $0.36+41.7%Rev$547.0M vs ——EODHD
- Q4 FY20222023-02-27EPS$0.47 vs $0.39+20.5%Rev$537.7M vs ——EODHD
- Q3 FY20222022-11-06EPS$0.44 vs $0.43+2.3%Rev$547.3M vs ——EODHD
- Q2 FY20222022-08-03EPS$0.33 vs $0.24+37.5%Rev$506.7M vs ——EODHD
- Q1 FY20222022-05-04EPS$0.15 vs $0.06+100.0%Rev$401.9M vs ——EODHD
- Q4 FY20212022-02-28EPS$0.08 vs $0.18-55.6%Rev$399.4M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 2026-11-04 | — | $1.17 | — | — | — | — | EODHD |
| Q2 FY2026 | 2026-08-05 | $1.01 | $0.97 | +4.1% | $1.29B | — | — | EODHD |
| Q1 FY2026 | 2026-04-29 | $0.97 | $1.18 | -17.8% | $1.12B | — | — | EODHD |
| Q4 FY2025 | 2026-02-25 | $1.22 | $1.39 | -12.2% | $1.19B | — | — | EODHD |
| Q3 FY2025 | 2025-11-05 | $1.47 | $1.48 | -0.7% | $1.18B | — | — | EODHD |
| Q2 FY2025 | 2025-08-04 | $1.10 | $1.20 | -8.3% | $966.2M | — | — | EODHD |
| Q1 FY2025 | 2025-04-28 | $1.07 | $0.70 | +52.9% | $848.3M | — | — | EODHD |
| Q4 FY2024 | 2025-02-24 | $1.35 | $1.15 | +17.6% | $887.0M | — | — | EODHD |
| Q3 FY2024 | 2024-11-11 | $1.04 | $1.06 | -1.9% | $909.2M | — | — | EODHD |
| Q2 FY2024 | 2024-08-06 | $0.96 | $0.87 | +10.3% | $827.0M | — | — | EODHD |
| Q1 FY2024 | 2024-05-08 | $0.54 | $0.62 | -12.9% | $707.4M | — | — | EODHD |
| Q4 FY2023 | 2024-02-26 | $0.76 | $0.82 | -7.3% | $705.4M | — | — | EODHD |
| Q3 FY2023 | 2023-11-08 | $0.82 | $0.69 | +18.8% | $675.4M | — | — | EODHD |
| Q2 FY2023 | 2023-08-02 | $0.74 | $0.52 | +42.3% | $637.0M | — | — | EODHD |
| Q1 FY2023 | 2023-05-03 | $0.51 | $0.36 | +41.7% | $547.0M | — | — | EODHD |
| Q4 FY2022 | 2023-02-27 | $0.47 | $0.39 | +20.5% | $537.7M | — | — | EODHD |
| Q3 FY2022 | 2022-11-06 | $0.44 | $0.43 | +2.3% | $547.3M | — | — | EODHD |
| Q2 FY2022 | 2022-08-03 | $0.33 | $0.24 | +37.5% | $506.7M | — | — | EODHD |
| Q1 FY2022 | 2022-05-04 | $0.15 | $0.06 | +100.0% | $401.9M | — | — | EODHD |
| Q4 FY2021 | 2022-02-28 | $0.08 | $0.18 | -55.6% | $399.4M | — | — | EODHD |
Source: EODHD. FOUR reported actuals as published; sparse fields render as —.
Top executives
Executives who appear on this company's earnings calls in our corpus, with role and tenure sourced from SEC filings. Click any name for the full role timeline and call appearance history. Per-executive behavioral deviation metrics are available to research subscribers.
- David Taylor LauberCEO1 yr 5 mo1 callCurrent
- Nancy DismanCFO3 yr 11 mo13 callsCurrent
- Christopher Nestor CruzSee Remarks1 yr 3 mono recorded callsCurrent
- Jared IsaacmanExecutive Chairman1 yr 5 mo16 callsCurrent
- James J WhalenSee Remarks2 yr 5 mono recorded callsCurrent
- Jordan FrankelSee Remarks3 yr 11 mono recorded callsCurrent
Peers
Other companies in Technology
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
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Frequently asked about FOUR
Where can I find Shift4 Payments, Inc.'s (FOUR) earnings call transcripts?
Spoken Alpha indexes FOUR's earnings call transcripts at https://spokenalpha.com/companies/FOUR. Each call links to attributed speakers and parsed analyst Q&A. Shift4 Payments, Inc.'s own investor relations page is at https://investors.shift4.com/.
When was Shift4 Payments, Inc.'s most recent earnings call?
Shift4 Payments, Inc. (FOUR) held its most recent earnings call on 2026-08-06, covering fiscal Q2 2026.
What sector is FOUR in?
Shift4 Payments, Inc. (FOUR) operates in the Technology sector (Software - Infrastructure industry).