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AI brief of an SEC Form 8-K · Shift4 (FOUR)

Shift4 Payments Q4 gross profit up 58%; 2026 guidance calls for 26%-31% growth

Positive Impact 3 of 5 earnings Written later

Shift4 Payments reported fourth-quarter and full-year 2025 results, with Q4 gross revenue of $1,189 million (up 34%), gross profit of $429 million (up 58%), and gross revenue less network fees of $610 million (up 51%). The company also introduced 2026 guidance calling for 26%-31% gross revenue less network fee growth, while GAAP net income was $53 million and GAAP diluted EPS was $0.36 for the quarter.

Key points

  • Q4 2025 gross revenue less network fees of $610 million, up 51% from Q4 2024
  • Q4 2025 net income of $53 million; GAAP diluted EPS of $0.36; non-GAAP EPS of $1.60
  • Q4 2025 Adjusted EBITDA of $304 million, up 48%, with a 50% Adjusted EBITDA margin
  • 2026 guidance calls for 26%-31% gross revenue less network fee growth

The filing

CompanyShift4 (FOUR)
Form8-K, current report
Filed with the SECFeb 26, 2026, 7:03 AM ET
Accession number0001794669-26-000006

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:38 AM ET, from the text of the filing and its press-release exhibits 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 February 26, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.