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Shift4 Payments (FOUR) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended March 2026, Shift4 Payments (FOUR - Free Report) reported revenue of $549 million, up 49% over the same period last year. EPS came in at $0.97, compared to $1.07 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $542.72 million, representing a surprise of +1.16%. The company delivered an EPS surprise of -2.02%, with the consensus EPS estimate being $0.99.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Shift4 Payments performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • End-to-End Payment Volume: $56 billion versus the four-analyst average estimate of $54.01 billion.
  • Gross Revenue- Subscription and other revenues: $102 million versus the four-analyst average estimate of $117.41 million. The reported number represents a year-over-year change of +10.2%.
  • Gross Revenue- Payments-based revenue: $917 million compared to the $889.72 million average estimate based on four analysts. The reported number represents a change of +21.3% year over year.

View all Key Company Metrics for Shift4 Payments here>>>

Shares of Shift4 Payments have returned +1.7% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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