F FOUR

Shift4 Payments Inc - Class A

$54.25

+2.36% (+$1.25)

Volume 1.17M

52W High $103.30

52W Low $34.56

Market Cap $3.78B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$1.24

Whisper EPS

$1.16

6.8% below consensus

Last Quarter

$0.97

Current Streak

4 Misss

Avg Surprise (4Q)

-12.26%

Next Earnings Report

Report Date Aug 4, 2026

Time BMO

Whisper Spread -6.79%

Consensus Estimate

$1.24

Official analyst average

Whisper Number

$1.16

What traders expect

Cautious Sentiment: The whisper number is 6.8% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 10 quarters

Price Movement Around Earnings

Q1 2026 May 7, 2026

1-Day: -9.11%

5-Day: -12.96%

Q1 2026 Apr 30, 2026

1-Day: +2.10%

5-Day: -7.48%

Q1 2026 Apr 28, 2026

1-Day: -2.47%

Q4 2025 Mar 3, 2026

1-Day: -4.87%

Revenue & Financial Performance

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$1.19B	+34.1%	37.9%	10.8%	$25.0M
Q3'25	$1.18B	+29.4%	36.5%	9.7%	$28.1M
Q2'25	$966.2M	+16.8%	30.3%	8.6%	$34.0M
Q1'25	$848.3M	+19.9%	30.3%	3.0%	$16.7M
Q4'24	$887.0M	+25.7%	32.3%	9.7%	$116.0M
Q3'24	$909.2M	+34.6%	29.4%	8.8%	$53.8M
Q2'24	$827.0M	+29.8%	28.0%	7.2%	$39.2M
Q1'24	$707.4M	+29.3%	26.6%	3.0%	$20.6M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	May 7, 2026	$1.18	$0.84	$0.97	-17.80%	Beat
Q1 2026	Apr 30, 2026	$1.18	$1.16	$0.97	-17.80%	Missed
Q1 2026	Apr 28, 2026	$0.96	$1.01	--	--	--
Q4 2025	Mar 3, 2026	$1.62	$1.77	$1.60	-1.23%	Missed
Q4 2025	Feb 26, 2026	$1.39	$1.73	$1.22	-12.23%	Missed
Q4 2025	Feb 17, 2026	$1.61	$1.76	--	--	--
Q3 2025	Nov 6, 2025	$1.48	$1.58	$1.47	-0.68%	Missed
Q2 2025	Aug 5, 2025	$1.20	$1.36	$1.10	-8.33%	Missed
Q1 2025	May 7, 2025	$0.63	$0.64	$1.07	+69.84%	Beat
Q1 2025	Apr 29, 2025	$0.70	$0.67	$1.07	+52.86%	Beat
Q4 2024	Feb 25, 2025	$1.15	$1.12	$1.35	+17.57%	Beat
Q4 2024	Feb 18, 2025	$1.15	$1.14	$1.35	+17.57%	Beat