secwatch.observer — SEC 8-K summary
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Issuer:     Shift4 Payments, Inc. (FOUR)
CIK:        0001794669
Form:       8-K
Filed at:   2026-02-26T23:59:59+00:00
Accession:  0001794669-26-000006
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1794669/000179466926000006/0001794669-26-000006-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1794669/000179466926000006/four-20260226.htm
  HTML page:      https://secwatch.observer/filing/0001794669-26-000006

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer