secwatch.observer — SEC 8-K summary
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Issuer:     Shift4 Payments, Inc. (FOUR)
CIK:        0001794669
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001794669-26-000018
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1794669/000179466926000018/0001794669-26-000018-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1794669/000179466926000018/four-20260507.htm
  HTML page:      https://secwatch.observer/filing/0001794669-26-000018

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