SHIFT4 Payments, Inc. splits its revenue into 3 lines in its filings. The largest line in Q3 of fiscal 2026, the quarter ended Sep 30, 2026 was Payments Based Revenue at $1.1 billion, 81% of the total.
USD in millions. The percent under a figure is the change from the same quarter a year earlier.
| Line |
TTM
Sep 30, 2026
|
Q3 FY2026
Sep 30, 2026
|
Q2 FY2026
Jun 30, 2026
|
Q1 FY2026
Mar 31, 2026
|
Q4 FY2025
Dec 31, 2025
|
Q3 FY2025
Sep 30, 2025
|
Q2 FY2025
Jun 30, 2025
|
Q1 FY2025
Mar 31, 2025
|
Q4 FY2024
Dec 31, 2024
|
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
4,924
|
1,319
|
1,295
|
1,121
|
1,189
|
1,177
|
966
|
848
|
887
|
| Payments Based Revenue |
3,982
+19.8%
share 80.9%
|
1,073
+15.6%
share 81.3%
|
1,073
+23.6%
share 82.9%
|
917
+21.3%
share 81.8%
|
789
+2.1%
share 66.3%
|
928
share 78.8%
|
868
share 89.9%
|
756
share 89.2%
|
772
share 87.0%
|
| TFS Revenue |
483
share 9.8%
|
139
+6.9%
share 10.5%
|
117
share 9.0%
|
102
share 9.1%
|
125
share 10.5%
|
130
share 11.0%
|
—
|
—
|
—
|
| Subscription And Other Revenues |
459
+8.2%
share 9.3%
|
107
-10.1%
share 8.1%
|
105
+7.1%
share 8.1%
|
102
+10.9%
share 9.1%
|
145
+26.4%
share 12.2%
|
119
share 10.1%
|
98
share 10.1%
|
92
share 10.8%
|
115
share 12.9%
|
How these figures are calculated
Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. 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)
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Source: SEC EDGAR filings. This is company-reported data, not investment advice.