Shift4 Payments (FOUR) Net Margin (2019 - 2026)
Shift4 Payments' (FOUR) quarterly Net Margin came in at 0.54% in Q2 2026, down 194.0% on a YoY basis from 0.58% in Q2 2025, and up 705.95% quarter-over-quarter from 0.09% in Q1 2026.
Analysis
Shift4 Payments (FOUR) Net Margin (2019 - 2026) Analysis & Trends
Shift4 Payments (FOUR) has reported Net Margin for 8 consecutive years, with 0.54% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Net Margin fell 194.0% year-over-year to 0.54%; the trailing twelve-month figure through Jun 2026 stood at 1.18% (down 531.0% YoY), and the FY2025 full-year result was 2.56%, down 630.0% from the prior year.
- Net Margin climbed to 0.54% in Q2 2026 per FOUR's latest filing, from 0.09% 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.
- Historically, Net Margin has averaged 4.12% across 5 years, with a median of 3.45% in 2023.
- The sharpest annual moves came in 2022 and 2025: Net Margin jumped 1803 bps in 2022, then plunged 1259 bps in 2025.
- Over 5 years, 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 slumped by 83 bps to 0.54% in 2026.
- According to Business Quant data, Net Margin over the past three periods registered 0.54%, 0.09%, and 3.16% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Block | 48.08 Bn | 41.65 Bn | 3.17 Bn | 1.32% |
| 2 | PayPal Holdings | 46.69 Bn | 35.43 Bn | - | 12.72% |
| 3 | Fiserv | 26.99 Bn | 26.37 Bn | 3.59 Bn | 11.70% |
| 4 | Corpay | 26.78 Bn | 19.78 Bn | 1.19 Bn | 18.81% |
| 5 | Global Payments | 24.15 Bn | 18.74 Bn | 2.03 Bn | 0.22% |
| 6 | Wex | 6.49 Bn | 383.66 Mn | 463.80 Mn | 14.41% |
| 7 | Aci Worldwide | 5.27 Bn | 5.10 Bn | 181.57 Mn | 7.39% |
| 8 | Paymentus Holdings | 4.47 Bn | 4.09 Bn | 94.31 Mn | 7.09% |
| 9 | dLocal | 4.39 Bn | 3.51 Bn | 127.15 Mn | 13.67% |
| 10 | Shift4 Payments | 3.34 Bn | 2.98 Bn | 446.00 Mn | 0.54% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.54% |
| Mar 31, 2026 | -0.09% |
| Dec 31, 2025 | 3.16% |
| Sep 30, 2025 | 1.10% |
| Jun 30, 2025 | 2.48% |
| 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% |