Shift4 Payments (FOUR) Operating Income (2019 - 2026)
Shift4 Payments (FOUR) posted Operating Income of $95 million for Q2 2026, up 14.5% from $83 million a year earlier and up 90.0% from the prior quarter.
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Analysis
Shift4 Payments (FOUR) Operating Income (2019 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Operating Income at Shift4 Payments was $387.5 million, up 41.2% year-over-year; for FY2025, it came in at $351 million, up 42.1% from FY2024.
- Annual Operating Income has increased for three consecutive years.
- In prior years, Shift4 Payments' Operating Income was $247 million in FY2024 (+114.8%), $115 million in FY2023 (+21.4%), $94.7 million in FY2022 and -$49.2 million in FY2021.
- Quarterly Operating Income has run from a low of -$11.7 million in Q1 2022 to a high of $127.9 million in Q4 2025 over five years.
- On a year-over-year basis, Operating Income has increased in each of the last ten quarters, with growth averaging 69.3% over the last eight quarters.
- The strongest year-over-year quarter for Operating Income in the past five years was Q2 2022, with growth of 367.3%; the weakest was Q3 2023, with a decline of 16.4%.
- According to Business Quant data, Operating Income for the three prior quarters was $50 million (Q1 2026), $127.9 million (Q4 2025) and $114.6 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Op. Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Coinbase Global | 50.59 Bn | 7.40 Bn | - | -113.49 Mn |
| 2 | PayPal Holdings | 46.79 Bn | 5.01 Bn | - | 1.43 Bn |
| 3 | Block | 44.05 Bn | 15.31 Bn | 3.17 Bn | 446.87 Mn |
| 4 | Iren | 31.74 Bn | 19.34 Bn | 103.89 Mn | -620.38 Mn |
| 5 | Corpay | 26.01 Bn | 16.21 Bn | - | 472.27 Mn |
| 6 | Fiserv | 24.47 Bn | 21.17 Bn | 2.90 Bn | 1.02 Bn |
| 7 | Global Payments | 22.51 Bn | 952.73 Mn | 2.03 Bn | 337.12 Mn |
| 8 | Bitmine Immersion Technologies | 15.56 Bn | 12.94 Bn | 40.81 Mn | -11.87 Mn |
| 9 | Guidewire Software | 11.90 Bn | 8.47 Bn | 269.68 Mn | 62.32 Mn |
| 10 | Shift4 Payments | 5.76 Bn | 2.57 Bn | 446.00 Mn | 95.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 95.00 Mn |
| Mar 31, 2026 | 50.00 Mn |
| Dec 31, 2025 | 127.90 Mn |
| Sep 30, 2025 | 114.60 Mn |
| Jun 30, 2025 | 83.00 Mn |
| Mar 31, 2025 | 25.00 Mn |
| Dec 31, 2024 | 86.00 Mn |
| Sep 30, 2024 | 80.40 Mn |
| Jun 30, 2024 | 59.20 Mn |
| Mar 31, 2024 | 21.40 Mn |
| Dec 31, 2023 | 27.60 Mn |
| Sep 30, 2023 | 44.70 Mn |
| Jun 30, 2023 | 33.90 Mn |
| Mar 31, 2023 | 8.80 Mn |
| Dec 31, 2022 | 30.00 Mn |
| Sep 30, 2022 | 53.50 Mn |
| Jun 30, 2022 | 22.90 Mn |
| Mar 31, 2022 | -11.70 Mn |
| Dec 31, 2021 | -5.00 Mn |
| Sep 30, 2021 | -5.60 Mn |
API Access
Shift4 Payments Operating Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=operating-income&ticker=FOUR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "operating-income", "ticker": "FOUR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=operating-income&ticker=FOUR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();