Quarterly ResultAug 6, 2026, 07:12 AM
Shift4 Payments Q2 Revenue $1.3B; Lowers FY26 EPS Guidance
AI Summary
Shift4 Payments announced strong Q2 2026 financial results, with gross revenue increasing 34% to $1.3 billion and Adjusted EBITDA rising 39% to $284 million. However, net income was $24 million and Adjusted Free Cash Flow declined 82% to $21 million. The company also revised its full-year 2026 guidance downwards for Gross Revenue less Network Fees, Adjusted EBITDA, and Non-GAAP EPS, citing ongoing Middle East-related travel disruptions and foreign exchange impacts. Shift4 continues its international expansion, with Shift4 One now live in 12 countries.
Key Highlights
- Q2 2026 gross revenue $1.3B, up 34% year-over-year.
- Q2 2026 gross revenue less network fees $624M, up 51% YoY.
- Q2 2026 Adjusted EBITDA $284M, up 39% year-over-year.
- Q2 2026 net income $24M; GAAP diluted EPS $0.08.
- Lowers FY26 Non-GAAP EPS guidance to $5.15-$5.35.
- Lowers FY26 GRLNF guidance to $2.48B-$2.53B.
- Q2 2026 Adjusted Free Cash Flow $21M, down 82% YoY.
- Repurchased 0.7M shares for $25M in Q2 2026.
Price Impact
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