---
schema_version: "secwatch.filing_event.v1"
accession: "0001794669-26-000006"
form_type: "8-K"
ticker: "FOUR"
cik: "0001794669"
company_name: "Shift4 Payments, Inc."
filed_at: "2026-02-26T23:59:59+00:00"
generated_at: "2026-05-15T23:43:11.573099+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Shift4 Q4 2025: EPS $0.36, Adj EBITDA $304M (+48%), guides 26-31% revenue growth in 2026

## Summary
- Q4 gross revenue $1,189M (+34%); gross revenue less network fees $610M (+51%); GAAP EPS $0.36, non-GAAP EPS $1.60.
- Adjusted EBITDA $304M (+48%), margin 50%; volume $59B (+23% YoY).
- Revenue pillars: payments-based $340M, tax-free shopping $125M, subscription and other $145M.
- FY2026 guidance: 26-31% gross revenue less network fee growth; core Americas mid-teen payments growth.
- Prioritizing share repurchases; Global Blue acquisition accretive long-term to margins.

## SEC filing metadata
- accession: 0001794669-26-000006
- form_type: 8-K
- ticker: FOUR
- cik: 0001794669
- company_name: Shift4 Payments, Inc.
- filed_at: 2026-02-26T23:59:59+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/1794669/000179466926000006/0001794669-26-000006-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1794669/000179466926000006/four-20260226.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001794669-26-000006
- JSON: https://secwatch.observer/filing/0001794669-26-000006.json
- Plain text: https://secwatch.observer/filing/0001794669-26-000006.txt

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