Shift4 Q1 2026: Revenue up 32% to $1.12B; Adj. EBITDA up 39% to $234M; FY guidance unchanged

Shift4 Payments, Inc.

Gross revenue $1.121B (+32% YoY); gross revenue less network fees $549M (+49%, organic +11%).
Net income $12M; GAAP diluted EPS ($0.01); Non-GAAP EPS $0.97.
Adjusted EBITDA $234M (+39%); Adjusted EBITDA margin 43%; Adjusted FCF $88M (+26%).
Volume $56B (+24% YoY); payments-based revenue less network fees $345M; Shift4 Dine merchants +40%.
Full-year 2026 guidance reaffirmed; quarterly guidance introduced for remaining three quarters.

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