HighGravityDataCurrent guidance
37 items
Shift4 Payments
Guidance from Shift4 Payments’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Aug 6, 2026
Data checked
Aug 6, 2026
What changed in the Aug 6, 2026 release
Each item compared with the same item in the previous release (May 7, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | FX translation impact on Gross Revenue less Network Fees | for FY2026 | — | “roughly $20 million” | Filing ↗ |
| New | Middle East influenced travel disruption impact on Gross Revenue less Network Fees | for Q3 FY2026 | — | “approximately $25 million” | Filing ↗ |
| New | Non-GAAP Net Income | for FY2026 | — | “$965 Million to $990 Million” | Filing ↗ |
| Lowered | Adj. FCF Conversion | for FY2026 | “42%” | “40%” | Filing ↗ |
| New | Effective tax rate assumption underlying | for FY2026 | — | “26% effective tax rate” | Filing ↗ |
| New | Middle East influenced travel disruption impact | for Q3 FY2026 | — | “approximately $25 million” | Filing ↗ |
| New | Shift4 One country expansion goal | for FY2026 | — | “15+ Countries” | Filing ↗ |
| New | Shift4 One live countries target | for FY2026 | — | “a total of 15 countries by the end of this year” | Filing ↗ |
| New | Americas Growth Algorithm | for the long term | — | “Mid-Teens Growth” | Filing ↗ |
| New | Blended Spreads Growth Algorithm | for the long term | — | “~60 bps” | Filing ↗ |
| New | Payments-Based GRLNF (Total) Growth Algorithm | for the long term | — | “Low-20s% Growth” | Filing ↗ |
| New | Subscription & Other Growth Algorithm | for the long term | — | “LSD Growth” | Filing ↗ |
| New | Tax-Free Shopping (TFS) Growth Algorithm | for the long term | — | “MSD PF Growth” | Filing ↗ |
| New | Total GRLNF Growth Algorithm | for the long term | — | “26%-31%” | Filing ↗ |
| New | Worldwide (ex. Americas) Growth Algorithm | for the long term | — | “High-20s% Growth” | Filing ↗ |
Show 8 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Payments-based revenue less network fee growth within our core America's business | for FY2026 | “mid-teen” | — | Filing ↗ |
| Not restated | Subscription and other revenue growth | for FY2026 | “low-single-digit growth” | — | Filing ↗ |
| Not restated | TFS revenue growth | for FY2026 | “mid-single-digit growth” | — | Filing ↗ |
| Not restated | Margin Expansion (Impact of Global Blue) | No period stated | “+300bps” | — | Filing ↗ |
| Not restated | Adjusted Free Cash Flow | for FY2026 | “+35% Adj. FCF Conversion” | — | Filing ↗ |
| Not restated | Shift4 Dine Australia launch | for FY2026 | “general release planned for July” | — | Filing ↗ |
| Not restated | Tax-Free Shopping growth (pro forma) | for FY2026 | “MSD” | — | Filing ↗ |
| Not restated | Restaurant/hotel target in Europe | for the long term | “10,000” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| FX translation impact on Gross Revenue less Network Fees | “roughly $20 million” | for FY2026 | GAAP-tied | Aug 6, 2026 | 1 | Filing ↗ |
| Gross revenue less network fee growth | “26%-31%” | for FY2026 | GAAP-tied | Feb 26, 2026 | 1 | Filing ↗ |
| Middle East influenced travel disruption impact on Gross Revenue less Network Fees | “approximately $25 million” | for Q3 FY2026 | GAAP-tied | Aug 6, 2026 | 1 | Filing ↗ |
| Net Payments-Based Revenue share of GRLNF growth | “~60%” | for FY2026 | GAAP-tied | Feb 26, 2026 | 1 | Filing ↗ |
| Payments-based revenue less network fee growth within our core America's business | “mid-teen” | for FY2026 | Company-defined | Feb 26, 2026 | 1 | Filing ↗ |
| Payments-Based Revenue Less Network Fees growth - Worldwide (excl. Americas) | “high 20s %” | for FY2026 | GAAP-tied | Feb 26, 2026 | 1 | Filing ↗ |
| Subscription and other revenue growth | “low-single-digit growth” | for FY2026 | GAAP-tied | Feb 26, 2026 | 1 | Filing ↗ |
| TFS revenue growth | “mid-single-digit growth” | for FY2026 | GAAP-tied | Feb 26, 2026 | 1 | Filing ↗ |
| EBITDA (management comment) | “over 1B EBITDA next year” | for FY2026 | Company-defined | Nov 6, 2025 | 1 | Filing ↗ |
| Non-GAAP Net Income | “$965 Million to $990 Million” | for FY2026 | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Adj. FCF Conversion | “40%” | for FY2026 | Company-defined | May 7, 2026 | 2 | Filing ↗ |
| Adjusted FCF Conversion | “42%” | for FY2026 | Company-defined | Feb 26, 2026 | 1 | Filing ↗ |
| Adjusted Free Cash Flow | “+35% Adj. FCF Conversion” | for FY2026 | Company-defined | Feb 26, 2026 | 1 | Filing ↗ |
| Bambora acquisition expected close | “early 2026” | for FY2026 | Company-defined | Nov 6, 2025 | 1 | Filing ↗ |
| Blended spreads | “60bps+” | for FY2026 | Company-defined | Feb 26, 2026 | 1 | Filing ↗ |
| Effective tax rate | “26%” | for FY2026 | GAAP-tied | Feb 26, 2026 | 1 | Filing ↗ |
| Effective tax rate assumption | “26%” | for FY2026 | GAAP-tied | May 7, 2026 | 1 | Filing ↗ |
| Effective tax rate assumption underlying | “26% effective tax rate” | for FY2026 | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Middle East influenced travel disruption impact | “approximately $25 million” | for Q3 FY2026 | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Shift4 Dine Australia launch | “general release planned for July” | for FY2026 | Company-defined | May 7, 2026 | 1 | Filing ↗ |
| Shift4 One country expansion goal | “15+ Countries” | for FY2026 | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Shift4 One international expansion goal | “live in 15 countries by year end” | for FY2026 | Company-defined | May 7, 2026 | 1 | Filing ↗ |
| Shift4 One live countries target | “a total of 15 countries by the end of this year” | for FY2026 | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Tax-Free Shopping growth (pro forma) | “MSD” | for FY2026 | Company-defined | Feb 26, 2026 | 1 | Filing ↗ |
| Tax-Free Shopping share of GRLNF growth | “~40%” | for FY2026 | Company-defined | Feb 26, 2026 | 1 | Filing ↗ |
Next year and medium term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Global Blue run-rate revenue synergies | “~$80M” | for FY2027 | GAAP-tied | Apr 29, 2025 | 1 | Filing ↗ |
| Run-rate revenue synergies (Global Blue acquisition) | “~$80 million” | for FY2027 | GAAP-tied | Feb 16, 2025 | 1 | Filing ↗ |
| Exit Rate | “$1 billion” | for FY2027 | Company-defined | Nov 6, 2025 | 1 | Filing ↗ |
| Incremental ROIC (Global Blue integration) | “~40%” | for FY2027 | Company-defined | Feb 26, 2026 | 1 | Filing ↗ |
Long term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Americas Growth Algorithm | “Mid-Teens Growth” | for the long term | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Blended Spreads Growth Algorithm | “~60 bps” | for the long term | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Payments-Based GRLNF (Total) Growth Algorithm | “Low-20s% Growth” | for the long term | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Restaurant/hotel target in Europe | “10,000” | for the long term | Company-defined | Apr 29, 2025 | 1 | Filing ↗ |
| Share repurchase authorization remaining | “$400mm remaining” | for the long term | Declared action | May 7, 2026 | 1 | Filing ↗ |
| Subscription & Other Growth Algorithm | “LSD Growth” | for the long term | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Tax-Free Shopping (TFS) Growth Algorithm | “MSD PF Growth” | for the long term | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Total GRLNF Growth Algorithm | “26%-31%” | for the long term | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Worldwide (ex. Americas) Growth Algorithm | “High-20s% Growth” | for the long term | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
How one item moved
Adj. FCF Conversion, for FY2026 — every statement across the year, each linked to its filing.
How your Payments & fintech sector group guides
12 companies in Payments & fintech. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| Jack Henry & Associates | Aug 18, 2026 | 9 changes |
| Fiserv | Aug 6, 2026 | 8 changes |
| Shift4 Payments | Aug 6, 2026 | 15 changes |
| Corpay | Aug 5, 2026 | 13 changes |
| Global Payments | Aug 5, 2026 | 14 changes |
| Remitly | Aug 5, 2026 | 9 changes |
| FIS | Aug 4, 2026 | 12 changes |
| Flywire | Aug 4, 2026 | 7 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2027 | FY2026 | FY2025 | FY2024 | Long-term | No period |
|---|---|---|---|---|---|---|
| FX translation impact on Gross Revenue less Network Fees | — | 1 statement | — | — | — | — |
| Global Blue run-rate revenue synergies | 1 statement | — | — | — | — | — |
| Gross revenue less network fee growth | — | 2 statements | — | — | — | — |
| Gross Revenue Less Network Fees 3-Year CAGR (Impact of Global Blue) | — | — | — | — | — | 2 statements |
| Gross Revenue Less Network Fees growth (adjusted for contribution from Finaro/Appetize) | — | — | 1 statement | — | — | — |
The full record for Shift4 Payments and its Payments & fintech peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 6, 2026 | FY2026 Q2 | 0001794669-26-000042 | 16 | Open filing ↗ |
| May 7, 2026 | FY2026 Q1 | 0001794669-26-000018 | 5 | Open filing ↗ |
| Feb 26, 2026 | FY2025 Q4 | 0001794669-26-000006 | 17 | Open filing ↗ |
| Nov 6, 2025 | FY2025 Q3 | 0001794669-25-000033 | 16 | Open filing ↗ |
| Apr 29, 2025 | FY2025 Q1 | 0001794669-25-000017 | 18 | Open filing ↗ |
| Feb 16, 2025 | FY2024 Q4 | 0001794669-25-000007 | 9 | Open filing ↗ |
| Nov 12, 2024 | FY2024 Q3 | 0001794669-24-000031 | 6 | Open filing ↗ |
| Aug 8, 2024 | FY2024 Q2 | 0001794669-24-000023 | 5 | Open filing ↗ |
Not located in filing
29 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
Show the 29 unmatched spans
| Span | Why | Filed |
|---|---|---|
| full-year 2026 Gross Revenue less Network Fees midpoint = lowering ... by ~200bps | span gate: value not verbatim in filing | Aug 6, 2026 |
| Full-year 2026 Gross Revenue less Network Fees midpoint revision = lowering the midpoint ... by ~200bps | span gate: value not verbatim in filing | Aug 6, 2026 |
| Gross Revenue Less Network Fees = ~$650 Million, +10% YoY | span gate: value not verbatim in filing | Aug 6, 2026 |
| Adjusted EBITDA = ~$310 Million, +6% YoY | span gate: value not verbatim in filing | Aug 6, 2026 |
| Adjusted Free Cash Flow = ~$180 Million, 58% Adj. FCF Conversion | span gate: value not verbatim in filing | Aug 6, 2026 |
| Gross Revenue Less Network Fees = $661 Million to $711 Million, +8% YoY to +17% YoY | span gate: value not verbatim in filing | Aug 6, 2026 |
| Adjusted EBITDA = $327 Million to $352 Million, +8% YoY to +16% YoY | span gate: value not verbatim in filing | Aug 6, 2026 |
| Adjusted Free Cash Flow = $176 Million to $186 Million, 54% Adj. FCF Conversion to 53% Adj. FCF Conversion | span gate: value not verbatim in filing | Aug 6, 2026 |
| Adjusted Free Cash Flow = ~$10 Million (4% Adj. FCF Conversion) | span gate: value not verbatim in filing | May 7, 2026 |
| Gross Revenue Less Network Fees = $665 Million to $715 Million (+13% YoY to +21% YoY) | span gate: value not verbatim in filing | May 7, 2026 |
| Adjusted EBITDA = $322 Million to $347 Million (+10% YoY to +19% YoY) | span gate: value not verbatim in filing | May 7, 2026 |
| Adjusted Free Cash Flow = $185 Million to $195 Million (57% Adj. FCF Conversion to 56% Adj. FCF Conversion) | span gate: value not verbatim in filing | May 7, 2026 |
| Gross Revenue Less Network Fees = $671 Million to $721 Million (+10% YoY to +18% YoY) | span gate: value not verbatim in filing | May 7, 2026 |
| Adjusted EBITDA = $332 Million to $357 Million (+9% YoY to +17% YoY) | span gate: value not verbatim in filing | May 7, 2026 |
| Adjusted Free Cash Flow = $207 Million to $217 Million (62% Adj. FCF Conversion to 61% Adj. FCF Conversion) | span gate: value not verbatim in filing | May 7, 2026 |
| full-year guidance for gross revenue less network fees and adjusted EBITDA = revised by $10M on both the low and high end | span gate: value not verbatim in filing | Apr 29, 2025 |
| End-to-End Payment Volume = $47.0 B TO $49.0 B | span gate: value not verbatim in filing | Feb 16, 2025 |
| End-to-End Payment Volume = $164 Billion TO $166 Billion, +50% YoY TO +52% YoY | span gate: value not verbatim in filing | Feb 16, 2025 |
| Gross Revenue Less Network Fees = $1.35 Billion TO $1.36 Billion, +44% YoY TO +45% YoY | span gate: value not verbatim in filing | Feb 16, 2025 |
| Gross Revenue Less Network Fees = $400 M TO $415 M | span gate: value not verbatim in filing | Feb 16, 2025 |
| Adjusted EBITDA = $677 Million TO $688 Million, +47% YoY TO +50% YoY | span gate: value not verbatim in filing | Feb 16, 2025 |
| Adjusted EBITDA = $205 M TO $216 M | span gate: value not verbatim in filing | Feb 16, 2025 |
| Volume = $200 Billion +21% YoY TO $220 Billion +33% YoY | span gate: value not verbatim in filing | Feb 16, 2025 |
| Gross Revenue Less Network Fees = $1.65 Billion TO $1.72 Billion, +22% YoY TO +27% YoY | span gate: value not verbatim in filing | Nov 12, 2024 |
| Volume = $200 Billion TO $220 Billion | span gate: value not verbatim in filing | Nov 12, 2024 |
| Adjusted EBITDA = $830 Million TO $855 Million, +23% YoY TO +26% YoY | span gate: value not verbatim in filing | Nov 12, 2024 |
| Full Year Adjusted Free Cash Flow = 50%+ Adj. FCF Conversion | span gate: value not verbatim in filing | Nov 12, 2024 |
| Full Year Organic Growth = 20%+ Organic Growth | span gate: value not verbatim in filing | Nov 12, 2024 |
| organic GRLNF growth = exceeding 25% | span gate: value not verbatim in filing | Aug 8, 2024 |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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