{"schema_version":"secwatch.filing_event.v1","accession":"0001794669-26-000018","form_type":"8-K","ticker":"FOUR","cik":"0001794669","company_name":"Shift4 Payments, Inc.","filed_at":"2026-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.919993+00:00","generated_at":"2026-05-14T21:57:27.301048+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Shift4 Q1 2026: Revenue up 32% to $1.12B; Adj. EBITDA up 39% to $234M; FY guidance unchanged","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001794669-26-000018","json":"https://secwatch.observer/filing/0001794669-26-000018.json","markdown":"https://secwatch.observer/filing/0001794669-26-000018.md","text":"https://secwatch.observer/filing/0001794669-26-000018.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1794669/000179466926000018/0001794669-26-000018-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1794669/000179466926000018/four-20260507.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T21:57:27.301048+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"545a22c330c89cfa0fb12fca189cdd871abbd810","claim":"Shift4 Payments, Inc. reported financial results for the quarter ended March 31, 2026.","evidence_excerpt":"Shift4 Payments, Inc. (the \" Company \") announced its financial results for the quarter ended March 31, 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1794669/000179466926000018/0001794669-26-000018-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}