Shift4 Payments Q3 2026 EPS Tops Estimates at $1.49, but Revenue Misses at $1.3M

Shift4 Payments (FOUR) posted mixed third-quarter 2026 results, with adjusted EPS above the estimate and revenue below it. Revenue was $1.3 million, down 100% from a year earlier, below the $652.4 million estimate, and adjusted EPS was $1.49, up 1.4% from a year earlier, above the $1.36 estimate.

Shares fell 11% in premarket trading as of 7:08 a.m. ET, to $39.78 from a $44.77 close.

Q3 2026 scorecard

By our calculation, revenue was $651.1 million below the estimate and adjusted EPS was $0.13 above it. The QoQ column compares with the previous quarter's revenue of $624.0 million and adjusted EPS of $1.32. The YoY column compares with $1.18 billion and $1.47 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 6 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 2 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $1.18 billion, $610.0 million, $549.0 million, $624.0 million and $1.3 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $1.90 and revenue of $1.24 billion next quarter, based on 14 analysts.
• Revenue growth. Whether revenue stabilizes after this quarter's 100% decline from a year earlier to $1.3 million.
• Estimate record. Whether Shift4 Payments extends a record of beating EPS estimates in 6 of its last 8 reports.
• Related coverage. See our reports on AngloGold Ashanti, Tripadvisor, Rockwell Automation and Appian.

Sources: Results are from Shift4 Payments's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Shift4 Payments's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.