Filing Flows › Shift4 Payments (FOUR) › Q2 2026
Shift4 Payments (FOUR) Q2 2026 earnings results (second quarter 2026)
10-Q filed Aug 6, 2026
Shift4 Payments (FOUR) reported revenue of $1.3B for the second quarter 2026 (Q2 2026), +34% from a year earlier and +16% from the quarter before. Operating margin was 7.3%, net earnings $22.0M (1.7% of revenue).
Shift4 Payments, Q2 2026: revenue $1.3B (+34% year over year), operating margin 7.3%, net earnings $22.0M, operating cash flow $63.0M. The chart follows the revenue to costs, profit and cash.
| Q2 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.3B | +16% | +34% |
| Operating profit | $95.0M | +90% | +14% |
| Net earnings | $22.0M | +47% | -35% |
| Operating cash flow | $63.0M | -53% | -56% |
| Free cash flow | $57.0M | -55% | -60% |
What changed
Revenue was $1.3B in Q2 2026, up 34% year over year and up 16% from the previous quarter. Payments-based revenue was the largest line at 83% of revenue. Payments-based revenue added $0.20B year over year (up 24%), 62% of the total change.
Operating profit was $0.10B, a 7.3% margin (down 1.3 points year over year). Of the extra revenue versus Q2 2025, 4% reached operating profit, below the 9% margin then. Total costs grew 36% against revenue growth of 34%. The fastest-growing cost line was General & admin (+76%). Net earnings were $0.02B, down 35% year over year. The effective tax rate was 35.1%.
Operating cash flow was $0.06B (down 56% year over year), 262% of net income including minority interests. Non-cash charges added back $0.14B of depreciation and amortization and $0.03B of share-based compensation. Working capital and other items used $0.13B. Capital expenditures of $0.01B left free cash flow of $0.06B.
Questions
What was Shift4 Payments' revenue in the second quarter 2026?
Shift4 Payments (FOUR) reported revenue of $1.3B for the second quarter 2026 (Q2 2026), +34% from a year earlier and +16% from the quarter before.
Was Shift4 Payments profitable in the second quarter 2026?
Operating profit was $95.0M (7.3% of revenue) and net earnings $22.0M.
Source: Shift4 Payments 10-Q on SEC EDGAR.