F FOUR

Shift4 Payments Inc - Class A

$42.76

+0.35% (+$0.15)

Volume 1.10M

52W High $108.50

52W Low $40.60

Market Cap $5.08B

← Back to Calendar Compare with Others →

What to Watch This Quarter

Based on historical data

Consensus EPS

$1.18

Whisper EPS

$1.26

6.4% above consensus

Last Quarter

$1.60

Current Streak

1 Miss

Avg Surprise (4Q)

-0.62%

Next Earnings Report

Reports in 23 days

Report Date Apr 30, 2026

Whisper Spread +6.42%

Consensus Estimate

$1.18

Official analyst average

Whisper Number

$1.26

What traders expect

Bullish Sentiment: The whisper number is 6.4% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 10 quarters

Price Movement Around Earnings

Q4 2025 Mar 3, 2026

1-Day: -4.87%

Q4 2025 Feb 26, 2026

1-Day: -8.97%

5-Day: +3.06%

Q4 2025 Feb 17, 2026

1-Day: +5.12%

Q3 2025 Nov 6, 2025

1-Day: -1.00%

5-Day: +6.85%

Revenue & Financial Performance

Revenue Whisper

$1.15B

TWN Proprietary Estimate

Last Quarter Revenue

$1.19B

+34.1% YoY

Gross Margin

37.9%

Net Margin: 2.1%

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
Q4 2025	Mar 3, 2026	$1.62	$1.77	$1.60	-1.23%	Missed
Q4 2025	Feb 26, 2026	$1.60	$1.73	--	--	--
Q4 2025	Feb 17, 2026	$1.61	$1.76	--	--	--
Q3 2025	Nov 6, 2025	$1.47	$1.58	$1.47	+0.00%	Missed
Q2 2025	Aug 5, 2025	$1.22	$1.36	$1.10	-9.84%	Missed
Q1 2025	May 7, 2025	$0.63	$0.64	$1.07	+69.84%	Beat
Q4 2024	Feb 25, 2025	$1.15	$1.12	$1.35	+17.57%	Beat
Q3 2024	Nov 12, 2024	$1.07	$1.08	$1.04	-2.80%	Missed
Q2 2024	Aug 8, 2024	$0.87	$0.92	$0.96	+10.34%	Beat
Q1 2024	May 9, 2024	$0.62	$0.70	$0.54	-12.90%	Missed
Q4 2023	Feb 27, 2024	$0.82	$0.94	$0.76	-7.32%	Missed
Q3 2023	Nov 8, 2023	$0.69	$0.78	$0.82	+18.84%	Beat