Quarterly ResultMay 7, 2026, 07:08 AM
Shift4 Q1 Gross Revenue $1.1B (+32%); Adj. EBITDA $234M (+39%)
AI Summary
Shift4 Payments, Inc. announced its Q1 2026 financial results, reporting gross revenue of $1.1 billion, a 32% increase year-over-year, and Adjusted EBITDA of $234 million, up 39%. Gross revenue less network fees grew 49% to $549 million, with organic growth at 11%. The company also repurchased 5.5 million shares for $295 million and maintained its full-year 2026 guidance despite current market volatility.
Key Highlights
- Gross revenue reached $1.1 billion in Q1 2026, up 32% year-over-year.
- Gross revenue less network fees was $549 million, up 49% YoY (11% organic).
- Adjusted EBITDA grew 39% year-over-year to $234 million, with a 43% margin.
- Net income for the quarter was $12 million, and Non-GAAP EPS was $0.97.
- Payment volume increased 24% year-over-year to $56 billion.
- Adjusted Free Cash Flow was $88 million, an increase of 26% year-over-year.
- Repurchased 5.5 million shares for $295 million during Q1 2026.
- Reaffirmed full-year 2026 guidance despite market volatility.