For the quarter ended September 2025, Shift4 Payments (FOUR) reported revenue of $589.2 million, up 61.4% over the same period last year. EPS came in at $1.47, compared to $1.04 in the year-ago quarter.
The reported revenue represents a surprise of +1.48% over the Zacks Consensus Estimate of $580.64 million. With the consensus EPS estimate being $1.46, the EPS surprise was +0.68%.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: $54.7 billion versus $53.06 billion estimated by five analysts on average.
- Gross Revenue- Subscription and other revenues: $118.9 million versus the five-analyst average estimate of $111.83 million. The reported number represents a year-over-year change of +16.1%.
- Gross Revenue- Payments-based revenue: $1.06 billion versus $950.21 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +31.1% change.
View all Key Company Metrics for Shift4 Payments here>>>
Shares of Shift4 Payments have returned -15.5% over the past month versus the Zacks S&P 500 composite's +1.3% 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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Shift4 Payments, Inc. (FOUR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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