---
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"
generated_at: "2026-05-14T21:57:27.301048+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- 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/1794669/000179466926000018/0001794669-26-000018-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1794669/000179466926000018/four-20260507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001794669-26-000018
- JSON: https://secwatch.observer/filing/0001794669-26-000018.json
- Plain text: https://secwatch.observer/filing/0001794669-26-000018.txt

## Key facts
- Earnings Releases
  Shift4 Payments, Inc. reported financial results for the quarter ended March 31, 2026.
  - Period: the quarter ended March 31, 2026
  - Result: reported results
  source text: Shift4 Payments, Inc. (the " Company ") announced its financial results for the quarter ended March 31, 2026.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1794669/000179466926000018/0001794669-26-000018-index.htm

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