Shift4 Payments (FOUR) Operating Income (2019 - 2026)

Shift4 Payments (FOUR) reported Operating Income of $50.0 million for Q1 2026, up 100.0% on a YoY basis from $25.0 million in Q1 2025, and down 60.91% quarter-over-quarter from $127.9 million in Q4 2025.

Shift4 Payments (FOUR) Operating Income (2019 - 2026) Analysis & Trends

Shift4 Payments has reported Operating Income for 8 years, with the latest figure at $50.0 million in Q1 2026.

  • For the quarter ending Q1 2026, Operating Income rose 100.0% year-over-year to $50.0 million; the trailing twelve-month figure through Mar 2026 stood at $375.6 million (up 49.88% YoY), and the FY2025 full-year result was $351.0 million, up 42.11% from the prior year.
  • Operating Income for Q1 2026 stood at $50.0 million, down from $127.9 million in the prior quarter.
  • The five-year high for Operating Income was $127.9 million in Q4 2025, with the low at -$11.7 million in Q1 2022.
  • Historically, Operating Income has averaged $50.4 million across 5 years, with a median of $44.7 million in 2023.
  • Annual changes were most pronounced in 2022 — Operating Income soared 1055.36% — and 2023, when it slipped 16.45%.
  • Shift4 Payments' Operating Income stood at $30.0 million in 2022, then slipped by 8.0% to $27.6 million in 2023, then surged by 211.59% to $86.0 million in 2024, then soared by 48.72% to $127.9 million in 2025, then plunged by 60.91% to $50.0 million in 2026.
  • The last three Operating Income figures came in at $50.0 million (Q1 2026), $127.9 million (Q4 2025), and $114.6 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Op. Inc (Qtr)
1 Microsoft 2,998.30 Bn 2,920.03 Bn 56.06 Bn 38.40 Bn
2 Alarum Technologies 1,040.72 Bn 1,026.57 Bn 7.23 Mn 809,000.00
3 Oracle 590.32 Bn 551.74 Bn 15.14 Bn 5.46 Bn
4 Palantir Technologies 316.31 Bn 308.39 Bn 1.42 Bn 754.00 Mn
5 Palo Alto Networks 181.17 Bn 176.63 Bn 1.91 Bn 397.00 Mn
6 CrowdStrike Holdings 161.69 Bn 158.63 Bn 993.68 Mn 13.79 Mn
7 Fortinet 102.35 Bn 99.06 Bn 1.49 Bn 580.00 Mn
8 Synopsys 88.25 Bn 88.13 Bn 1.77 Bn 203.05 Mn
9 Cloudflare 83.26 Bn 82.32 Bn 455.60 Mn -61.99 Mn
10 Shift4 Payments 2.80 Bn 2.34 Bn 392.00 Mn 50.00 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 50.00 Mn
Dec 31, 2025 127.90 Mn
Sep 30, 2025 114.60 Mn
Jun 30, 2025 83.10 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
Jun 30, 2021 4.90 Mn