Shift4 Q3 revenue rises 29% to $1.18 billion; board authorizes $1 billion buyback
Shift4 Payments reported third-quarter 2025 results for the period ended September 30, 2025, with gross revenue of $1,176.9 million, up 29% from a year earlier, and gross profit of $409.6 million, up 62%. GAAP net income was $33.4 million, or $0.17 per diluted share, while non-GAAP EPS was $1.47. The board also authorized a new $1 billion stock repurchase program, which the CEO described as the largest in the company's history.
Key points
- Gross revenue of $1,176.9 million, up 29% from Q3 2024; gross revenue less network fees of $589.2 million, up 61%
- GAAP net income of $33.4 million; GAAP diluted EPS of $0.17; non-GAAP EPS of $1.47
- Adjusted EBITDA of $292.1 million, a 50% margin; net cash from operating activities of $171.8 million
- New $1 billion stock repurchase program; management said the company remains on track for its medium-term growth guidance of over 30% compound annual growth
The filing
Written by AI on Nov 8, 2026, 1:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 06, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.