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Shift4 Payments vs RB Global: FOUR and RBA compared
Shift4 Payments is the larger company: $1.3B of revenue in its latest quarter (Q3 2026) against $1.3B for RB Global (Q2 2026). Shift4 Payments is growing faster (+12% against +11% a year earlier). RB Global is more profitable, with an operating margin of 17.1% against 9.9%.
Where the money goes: FOUR and RBA
Shift4 Payments (FOUR) · Q3 2026
Shift4 Payments, Q3 2026: revenue $1.3B (+12% year over year), operating margin 9.9%, net earnings $38.0M, operating cash flow $221M. The chart follows the revenue to costs, profit and cash.
RB Global (RBA) · Q2 2026
RB Global, Q2 2026: revenue $1.3B (+11% year over year), operating margin 17.1%, net earnings $144M, operating cash flow $142M. The chart follows the revenue to costs, profit and cash.
| Shift4 Payments (FOUR) | RB Global (RBA) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q2 2026 |
| Revenue | $1.3B | $1.3B |
| Revenue growth, Y/Y | +12% | +11% |
| Operating margin | 9.9% | 17.1% |
| Net earnings | $38.0M | $144M |
| Net margin | 2.9% | 10.9% |
| Operating cash flow | $221M | $142M |
| Free cash flow | $216M | $63.6M |
| Market value | $3.3B | $17.5B |
| P/E | 25.5× | 36.1× |
| Analysts’ mean target | $50.50 | $128.82 |
Where the revenue comes from
Shift4 Payments
- Payments-based revenue: $1.1B (81%)
- TFS revenue: $139M (11%)
- Subscription and other revenue: $107M (8%)
RB Global
- Service revenue: $933M (71%)
- Inventory sales revenue: $384M (29%)
Questions
Which is bigger, Shift4 Payments or RB Global?
Shift4 Payments is the larger company: $1.3B of revenue in its latest quarter (Q3 2026) against $1.3B for RB Global (Q2 2026).
Is Shift4 Payments or RB Global growing faster?
Shift4 Payments is growing faster (+12% against +11% a year earlier).
Which is more profitable, Shift4 Payments or RB Global?
RB Global is more profitable, with an operating margin of 17.1% against 9.9%.
More: Shift4 Payments earnings · how Shift4 Payments makes money · RB Global earnings · how RB Global makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Aug 4, 2026). Fiscal quarters can end on different dates. Not investment advice.