
Shift4 Payments (FOUR) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
Shift4 Payments (FOUR) last issued guidance on August 6, 2026 for fiscal year 2026. The company guided earnings per share in the range of $5.15 - $5.35, compared to a consensus EPS estimate of $5.41.
Compared to prior guidance, Shift4 Payments lowered its EPS outlook from a previous range of $5.5 - $5.7.
Shift4 Payments has issued 12 guidance updates between November 7, 2022 and August 6, 2026. During this period, the company raised its outlook 2 times and lowered it 3 times, providing investors with insight into management's evolving expectations.
| Metric | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $1.19 | $0.92 | $1.52 | $1.39 |
| Actual | $1.32 | $0.97 | $1.60 | $1.47 |
| Surprise | +10.9% | +5.43% | +5.26% | +5.76% |
| Revenue | ||||
| Estimate | $1.11B | $978.1M | $969.6M | $940.6M |
| Actual | $1.29B | $1.12B | $1.19B | $1.18B |
| Surprise | +16.2% | +14.6% | +22.6% | +25.1% |
| Metric | Q3 '26E | Q4 '26E | Q1 '27E | Q2 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $1.34 | $1.50 | $0.84 | $1.24 |
| Revenue | ||||
| Consensus | $1.20B | $1.23B | — | — |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q2 | Aug 6, 2026 | $1.32 | $1.19 | 10.9 % |
| Q1 | May 7, 2026 | $0.97 | $0.92 | 5.43 % |
| Q4 | Feb 26, 2026 | $1.60 | $1.52 | 5.26 % |
| Q3 | Nov 6, 2025 | $1.47 | $1.39 | 5.76 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q2 | Aug 6, 2026 | $1.30B | $1.11B | 16.2 % |
| Q1 | May 7, 2026 | $1.12B | $978.11M | 14.6 % |
| Q4 | Feb 26, 2026 | $1.19B | $969.65M | 22.6 % |
| Q3 | Nov 6, 2025 | $1.18B | $940.64M | 25.1 % |