Payment processing company Shift4 Payments (NYSE: FOUR) will be reporting results this Thursday before market open. Here’s what to expect.
Shift4 missed analysts’ revenue expectations by 1% last quarter, reporting revenues of $966.2 million, up 16.8% year on year. It was a softer quarter for the company, with and a significant miss of analysts’ EPS estimates.
Is Shift4 a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Shift4’s revenue to grow 29.4% year on year to $1.18 billion, slowing from the 34.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.48 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings.
Looking at Shift4’s peers in the financial services segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Jack Henry delivered year-on-year revenue growth of 7.9%, beating analysts’ expectations by 1.3%, and Fiserv reported flat revenue, falling short of estimates by 7.6%. Fiserv traded down 48.4% following the results.
Read our full analysis of Jack Henry’s results here and Fiserv’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the financial services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.2% on average over the last month. Shift4 is down 15.2% during the same time and is heading into earnings with an average analyst price target of $105.14 (compared to the current share price of $66.71).
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