Shift4’s (NYSE:FOUR) Q4 CY2025 Earnings Results: Revenue In Line With Expectations

Shift4’s (NYSE:FOUR) Q4 CY2025 Earnings Results: Revenue In Line With Expectations

Anthony Lee

Thu, February 26, 2026 at 9:47 PM GMT+9 3 min read

In this article:

•                                       StockStory Top Pick 
  

  FOUR

  -15.16%

 FOUR-PA  

 -13.95%  

Payment processing company Shift4 Payments (NYSE:FOUR) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 34% year on year to $1.19 billion. On the other hand, next quarter’s revenue guidance of $547.5 million was less impressive, coming in 51.6% below analysts’ estimates. Its non-GAAP profit of $1.60 per share was in line with analysts’ consensus estimates.

Is now the time to buy Shift4? Find out in our full research report.

Shift4 (FOUR) Q4 CY2025 Highlights:

**Volume:** $59 billion

**Revenue:** $1.19 billion vs analyst estimates of $1.19 billion (34% year-on-year growth, in line)

**Pre-tax Profit:** $67 million (5.6% margin)

**Adjusted EPS:** $1.60 vs analyst estimates of $1.60 (in line)

**Revenue Guidance for Q1 CY2026** is $547.5 million at the midpoint, below analyst estimates of $1.13 billion

**Adjusted EPS guidance for the upcoming financial year 2026** is $5.60 at the midpoint, missing analyst estimates by 13.2%

**Market Capitalization:** $3.95 billion

Company Overview

Starting as a payment gateway provider in 1999 and now processing over $200 billion in annual payment volume, Shift4 Payments (NYSE:FOUR) provides integrated payment processing solutions and software that help businesses accept and manage transactions across in-store, online, and mobile channels.

Revenue Growth

Reviewing a company’s long-term sales performance reveals insights into its quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Over the last five years, Shift4 grew its revenue at an incredible 40.4% compounded annual growth rate. Its growth surpassed the average financials company and shows its offerings resonate with customers, a great starting point for our analysis.

Shift4 Quarterly Revenue

We at StockStory place the most emphasis on long-term growth, but within financials, a half-decade historical view may miss recent interest rate changes, market returns, and industry trends. Shift4’s annualized revenue growth of 27.7% over the last two years is below its five-year trend, but we still think the results suggest healthy demand.

Shift4 Year-On-Year Revenue Growth

Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.

This quarter, Shift4’s year-on-year revenue growth of 34% was wonderful, and its $1.19 billion of revenue was in line with Wall Street’s estimates. Company management is currently guiding for a 35.5% year-on-year decline in sales next quarter.

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Key Takeaways from Shift4’s Q4 Results

We struggled to find many positives in these results. Its full-year revenue guidance missed and its full-year EPS guidance fell short of Wall Street’s estimates. Overall, this quarter could have been better. The stock traded down 1.7% to $56.40 immediately after reporting.

Shift4 didn’t show it’s best hand this quarter, but does that create an opportunity to buy the stock right now? When making that decision, it’s important to consider its valuation, business qualities, as well as what has happened in the latest quarter. We cover that in our actionable full research report which you can read here, it’s free.

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