---
schema_version: "secwatch.filing_event.v1"
accession: "0001794669-25-000033"
form_type: "8-K"
ticker: "FOUR"
cik: "0001794669"
company_name: "Shift4 Payments, Inc."
filed_at: "2025-11-06T23:59:59+00:00"
generated_at: "2026-05-16T23:55:29.504605+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Shift4 Q3: gross profit +62% to $409.6M; non-GAAP EPS $1.47; $1B buyback authorized

## Summary
- Volume $54.7B (+26% YoY); gross revenue less network fees $589.2M (+61% YoY); gross profit $409.6M (+62% YoY).
- Adjusted EBITDA $292.1M (+56% YoY), margin 50%; net income $33.4M; GAAP diluted EPS $0.17, non-GAAP EPS $1.47.
- Global Blue contributed $68M EBITDA (43% margin); ex-Global Blue GRLNF grew 19% YoY.
- Board authorized new $1B stock repurchase program, largest in company history.
- Medium-term guidance: over 30% CAGR; FY2025 blended spreads expected north of 60 bps.

## SEC filing metadata
- accession: 0001794669-25-000033
- form_type: 8-K
- ticker: FOUR
- cik: 0001794669
- company_name: Shift4 Payments, Inc.
- filed_at: 2025-11-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1794669/000179466925000033/0001794669-25-000033-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1794669/000179466925000033/four-20251106.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001794669-25-000033
- JSON: https://secwatch.observer/filing/0001794669-25-000033.json
- Plain text: https://secwatch.observer/filing/0001794669-25-000033.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.