Shift4 Payments (FOUR) Net Margin (2019 - 2026)
Shift4 Payments (FOUR) posted Net Margin of 0.09% for Q1 2026, down 102.82% on a QoQ basis from 3.16% in Q4 2025, and down 209.0% year-over-year from 0.08% in Q1 2025.
Shift4 Payments (FOUR) Net Margin (2019 - 2026) Analysis & Trends
Shift4 Payments' Net Margin history runs 8 years deep, the most recent figure standing at 0.09% for Q1 2026.
- Quarterly Net Margin fell 209.0% year-over-year to 0.09% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 1.66% (down 553.0% YoY) and the FY2025 annual result came in at 2.56%, down 630.0% from the prior year.
- Net Margin was 0.09% for Q1 2026 at Shift4 Payments, down from 3.16% in the prior quarter.
- Across five years, Net Margin topped out at 15.75% in Q4 2024 and bottomed at 3.28% in Q1 2022.
- A 5-year average of 4.33% and a median of 3.73% in 2023 frame the typical range for Net Margin.
- Annual changes were most pronounced in 2022 — Net Margin soared 1803 bps — and 2025, when it slumped 1259 bps.
- Shift4 Payments' Net Margin stood at 7.16% in 2022, then slumped by 62 bps to 2.74% in 2023, then jumped by 476 bps to 15.75% in 2024, then slumped by 80 bps to 3.16% in 2025, then plunged by 103 bps to 0.09% in 2026.
- Business Quant data shows FOUR's Net Margin at 0.09% in Q1 2026, 3.16% in Q4 2025, and 1.1% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 2,921.46 Bn | 2,797.02 Bn | 56.06 Bn | 38.34% |
| 2 | PagSeguro Digital | 2,686.70 Bn | 2,686.70 Bn | 358.92 Mn | 13.90% |
| 3 | Oracle | 344.13 Bn | 312.24 Bn | - | 30.88% |
| 4 | Repay Holdings | 342.29 Bn | 342.15 Bn | - | - |
| 5 | Palantir Technologies | 294.57 Bn | 286.54 Bn | 1.42 Bn | 53.68% |
| 6 | Palo Alto Networks | 224.46 Bn | 219.93 Bn | 1.91 Bn | 16.65% |
| 7 | CrowdStrike Holdings | 182.52 Bn | 179.42 Bn | 993.68 Mn | 4.71% |
| 8 | Fortinet | 111.29 Bn | 107.99 Bn | 1.49 Bn | 28.90% |
| 9 | Cloudflare | 93.63 Bn | 92.68 Bn | 455.60 Mn | -3.58% |
| 10 | Shift4 Payments | 4.05 Bn | 3.58 Bn | 392.00 Mn | -0.09% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -0.09% |
| Dec 31, 2025 | 3.16% |
| Sep 30, 2025 | 1.10% |
| Jun 30, 2025 | 2.54% |
| Mar 31, 2025 | 2.00% |
| Dec 31, 2024 | 15.75% |
| Sep 30, 2024 | 5.92% |
| Jun 30, 2024 | 4.74% |
| Mar 31, 2024 | 4.03% |
| Dec 31, 2023 | 2.74% |
| Sep 30, 2023 | 6.88% |
| Jun 30, 2023 | 5.78% |
| Mar 31, 2023 | 3.73% |
| Dec 31, 2022 | 7.16% |
| Sep 30, 2022 | 8.48% |
| Jun 30, 2022 | 2.96% |
| Mar 31, 2022 | -3.28% |
| Dec 31, 2021 | -3.43% |
| Sep 30, 2021 | -3.65% |
| Jun 30, 2021 | 1.28% |