SHIFT4 Payments, Inc. revenue by segment FOUR

Annual Quarterly

SHIFT4 Payments, Inc. splits its revenue into 4 lines in its filings. The largest line in fiscal 2025, which ended Dec 31, 2025 was Payments Based Revenue at $3.5 billion, 83% of the total.

USD in millions. The percent under a figure is the change from the year before.

Line	FY 2026 Sep 30, 2026	FY 2025 Dec 31, 2025	FY 2024 Dec 31, 2024	FY 2023 Dec 31, 2023	FY 2022 Dec 31, 2022	FY 2021 Dec 31, 2021	FY 2020 Dec 31, 2020
Revenue	4,924	4,180	3,331	2,565	1,994	1,368	767
Payments Based Revenue	3,982 +19.8% share 80.9%	3,471 +16.1% share 83.0%	2,990 +25.3% share 89.8%	2,386 +28.5% share 93.0%	1,857 +47.6% share 93.2%	1,258 +83.9% share 92.0%	684 share 89.2%
Subscription And Other Revenues	459 +8.2% share 9.3%	454 +33.1% share 10.9%	341 +90.5% share 10.2%	179 +31.1% share 7.0%	136 +24.7% share 6.8%	110 +32.4% share 8.0%	83 share 10.8%
TFS Revenue	483 share 9.8%	255 share 6.1%	—	—	—	—	—
Operating Lease Agreements	—	—	—	22 +18.0% share 0.8%	18 share 0.9%	—	—

How these figures are calculated

Annual columns are full-year amounts from the annual report (Form 10-K, 20-F, or 40-F). If a company restates a year, the latest filed number is shown. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.

Company profile

Industry: Services-Business Services, NEC (SIC 7389)
Listed as: FOUR (NYSE), FOUR-PA (NYSE)
Fiscal year ends: December 31
Headquarters: Center Valley, PA
SEC filer status: Large accelerated filer
SEC CIK: 1794669
Former names: Shift4 Payments, Inc. (until Nov 5, 2026)

Other Services-Business Services, NEC companies

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Source: SEC EDGAR filings. This is company-reported data, not investment advice.