Payment processing company Shift4 Payments (NYSE: FOUR) will be reporting earnings this Thursday before the bell. Here’s what you need to know.
Shift4 met analysts’ revenue expectations last quarter, reporting revenues of $1.18 billion, up 29.4% year on year. It was a mixed quarter for the company, with but EPS in line with analysts’ estimates.
Is Shift4 a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Shift4’s revenue to grow 34% year on year, improving from the 25.7% increase it recorded in the same quarter last year.
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 Q4 results, giving us a hint as to what we can expect. Jack Henry delivered year-on-year revenue growth of 6.7%, beating analysts’ expectations by 1.3%, and Fiserv reported flat revenue, in line with consensus estimates. Jack Henry traded up 4.6% following the results while Fiserv was also up 3.3%.
Read our full analysis of Jack Henry’s results here and Fiserv’s results here.
The outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. While some of the financial services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 8.9% on average over the last month. Shift4 is down 10.4% during the same time and is heading into earnings with an average analyst price target of $88.39 (compared to the current share price of $57.43).
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