Shift4 Payments reported Q3 2026 gross revenue of $1,319 million, up 12% year over year, and net income of $40 million, or $0.37 per diluted share. The company cut its full-year 2026 guidance for gross revenue less network fees to $2.45 billion to $2.46 billion and for Adjusted EBITDA to $1.11 billion to $1.13 billion, about 4% and 6% below its original outlook, while affirming Adjusted Free Cash Flow of $465 million to $475 million.
Q3 2026 gross revenue was $1,319 million, up 12% year over year; gross revenue less network fees was $648 million, up 10%.
Q3 2026 net income was $40 million; Adjusted EBITDA was $310 million, up 6% year over year.
Full-year 2026 guidance: gross revenue less network fees lowered to $2.45 billion to $2.46 billion; Adjusted EBITDA lowered to $1.11 billion to $1.13 billion; Volume set at $240 billion to $250 billion.
Adjusted Free Cash Flow for Q3 2026 was $200 million, and full-year Adjusted Free Cash Flow guidance of $465 million to $475 million was affirmed.
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From Shift4's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$4.18B
+25.5%
—
—
2.8%
FY2024
$3.33B
+29.9%
—
—
6.9%
FY2023
$2.56B
+28.7%
—
—
3.4%
FY2022
$1.99B
+45.8%
—
—
3.8%
FY2021
$1.37B
+78.3%
—
—
-3.5%
Frequently asked questions
When is Shift4's next earnings date?
Shift4 has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.