Shift4 Payments, Inc.FOUREarnings & Financial Report
Shift4 Payments, Inc. is an American payment processing company based in Allentown, Pennsylvania. The company, founded in 1999 by the then 16-year-old Jared Isaacman, processes payments for over 200,000 businesses in the retail, hospitality, leisure, and restaurant industries. Shift4 specializes in commerce technology such as mobile payment software and hardware. The company was publicly listed on the New York Stock Exchange in 2020.
Revenue
$827.0M
Gross Profit
N/A
Operating Profit
$59.2M
Net Profit
$39.2M
Gross Margin
N/A
Operating Margin
7.2%
Net Margin
4.7%
YoY Growth
29.8%
Shift4 Payments, Inc. Q2 FY2024 Financial Summary
Shift4 Payments, Inc. reported revenue of $827.0M (up 29.8% YoY) for Q2 FY2024, with a net profit of $39.2M (up 56.2% YoY) (4.7% margin).
Key Financial Metrics
| Total Revenue | $827.0M |
|---|---|
| Net Profit | $39.2M |
| Gross Margin | N/A |
| Operating Margin | 7.2% |
| Report Period | Q2 FY2024 |
Revenue Breakdown
Shift4 Payments, Inc. Q2 FY2024 revenue of $827.0M breaks down across 3 segments, led by Payments Based Revenue at $755.8M (91.4% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Payments Based Revenue | $755.8M | 91.4% |
| Subscription And Other Revenues | $71.2M | 8.6% |
| Operating Lease Agreements | $6.6M | 0.8% |
Shift4 Payments, Inc. Revenue by Segment — Quarterly Trend
Shift4 Payments, Inc. revenue by segment across the last 4 reported quarters, showing how each business line (such as Payments Based Revenue and Subscription And Other Revenues) has evolved quarter over quarter.
| Segment | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 |
|---|---|---|---|---|
| Payments Based Revenue | $788.8M | — | $868.5M | $755.7M |
| Subscription And Other Revenues | $144.8M | — | $97.7M | $92.6M |
Shift4 Payments, Inc. Annual Revenue by Year
Shift4 Payments, Inc. annual revenue history includes year-by-year totals (for example, 2025 revenue was $4.2B).
| Year | Annual Revenue |
|---|---|
| 2025 | $4.2B |
| 2024 | $3.3B |
| 2023 | $2.6B |
| 2022 | $2.0B |
Shift4 Payments, Inc. Quarterly Revenue & Net Profit History
Shift4 Payments, Inc. results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q4 FY2025 | $1.2B | +34.0% | $40.2M | 3.4% |
| Q3 FY2025 | $1.2B | +29.4% | $28.1M | 2.4% |
| Q2 FY2025 | $966.2M | +16.8% | $34.0M | 3.5% |
| Q1 FY2025 | $848.3M | +19.9% | $16.7M | 2.0% |
| Q4 FY2024 | $887.0M | +25.7% | $116.0M | 13.1% |
| Q3 FY2024 | $909.2M | +34.6% | $53.8M | 5.9% |
| Q2 FY2024 | $827.0M | +29.8% | $39.2M | 4.7% |
| Q1 FY2024 | $707.4M | +29.3% | $20.6M | 2.9% |
Income Statement
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $707.4M | $827.0M | $909.2M | $887.0M | $848.3M | $966.2M | $1.18B | $1.19B |
| YoY Growth | 29.3% | 29.8% | 34.6% | 25.7% | 19.9% | 16.8% | 29.4% | 34.0% |
Balance Sheet
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $3.41B | $3.49B | $5.05B | $5.04B | $5.00B | $6.99B | $8.99B | $8.71B |
| Liabilities | $2.51B | $2.54B | $4.00B | $4.02B | $3.99B | $4.97B | $6.76B | $6.76B |
| Equity | $674.5M | $700.8M | $811.8M | $806.6M | $805.2M | $1.59B | $1.67B | $1.44B |
Cash Flow
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Operating CF | $56.7M | $116.1M | $182.1M | $145.4M | $96.6M | $141.9M | $171.8M | $223.7M |