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

Shift4 Q1 revenue rises 32% to $1.1 billion; full-year 2026 guidance unchanged

Positive Impact 3 of 5 earnings Written later

Shift4 Payments reported first-quarter 2026 results, with gross revenue of $1.1 billion, up 32% year over year, and gross profit of $370 million, up 54%. The company reported a net income of $12 million, or a loss of $(0.01) per share on a GAAP basis, and left its full-year 2026 guidance unchanged while adding guidance for the coming quarters.

Key points

  • Gross revenue of $1,121 million, up 32% from Q1 2025; gross revenue less network fees of $549 million, up 49% (11% organic)
  • Net income of $12 million; GAAP net loss per Class A and C share of $(0.01); non-GAAP EPS of $0.97
  • Adjusted EBITDA of $234 million, up 39%; Adjusted Free Cash Flow of $88 million, up 26%
  • Full-year 2026 guidance left unchanged, including Adjusted EBITDA of $1.165 billion to $1.215 billion; new guidance introduced for the upcoming three quarters

The filing

CompanyShift4 (FOUR)
Form8-K, current report
Filed with the SECMay 7, 2026, 7:02 AM ET
Accession number0001794669-26-000018

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

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 May 07, 2026.

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.