Shift4 Payments (FOUR) reported $610 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 50.6%. EPS of $1.60 for the same period compares to $1.35 a year ago.
The reported revenue represents a surprise of -1.31% over the Zacks Consensus Estimate of $618.08 million. With the consensus EPS estimate being $1.57, the EPS surprise was +2.24%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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: $59 billion compared to the $58.1 billion average estimate based on five analysts.
- Gross Revenue- Subscription and other revenues: $145 million compared to the $130.05 million average estimate based on five analysts. The reported number represents a change of +26.5% year over year.
- Gross Revenue- Payments-based revenue: $919 million compared to the $1.03 billion average estimate based on five analysts. The reported number represents a change of +19% year over year.
View all Key Company Metrics for Shift4 Payments here>>>
Shares of Shift4 Payments have returned -4.4% over the past month versus the Zacks S&P 500 composite's +0.6% 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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