Shift4 Payments, Inc.

Shift4 Payments reported Q2 2026 gross revenue of $1,295 million, an increase from $966 million in the prior year. However, net income attributable to Shift4 Payments, Inc. decreased to $22 million from $34 million, and basic EPS fell to $0.08 from $0.35 year-over-year. The company completed the acquisition of Bambora for approximately $92 million in cash and repurchased $320 million of Class A common stock during the first half of 2026.

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.

Shift4 Payments, Inc.'s subsidiary, Shift4 Payments, LLC, entered into Amendment No. 4 to its Second Amended and Restated First Lien Credit Agreement. This amendment includes a $1.0 billion incremental senior secured term loan and extends the revolving credit facility's maturity to July 8, 2031. The proceeds from the new term loan will be used for fees, expenses, and general corporate purposes. Following the amendment, Shift4, LLC has $1,995,006,250 in outstanding term loans.

Shift4 Payments, Inc. held its Annual Meeting of Stockholders on June 12, 2026, with 87.35% of outstanding common stock represented. Stockholders approved all five proposals, including the election of three Class III directors and the ratification of PricewaterhouseCoopers LLP as the independent auditor. Key approvals also included the adoption of the Second Amended and Restated Certificate of Incorporation, which eliminates Class B and C common stock and provides for officer exculpation, and the 2026 Employee Stock Purchase Plan.

Shift4 Payments reported a net loss attributable to common stockholders of $1 million, or $(0.01) per share, for Q1 2026, compared to a net income of $17 million, or $0.24 per share, in Q1 2025. Gross revenue increased significantly to $1.12 billion from $848 million year-over-year. The company completed its "Up-C Collapse" simplification transactions in February 2026, streamlining its corporate structure. Additionally, Shift4 Payments acquired Bambora for $92 million in cash and repurchased $295 million of Class A common stock during the quarter.

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.

Shift4 Payments, Inc. will hold its 2026 Annual Meeting of Stockholders virtually on June 12, 2026. Stockholders will vote on the election of three Class III Directors, the ratification of PricewaterhouseCoopers LLP as the independent auditor, and an advisory vote on executive compensation. Key proposals include approving amendments to the Certificate of Incorporation to simplify the capital structure and provide officer exculpation, and the adoption of a 2026 Employee Stock Purchase Plan.