Shift4 Payments (FOUR) Operating Leases (2021 - 2026)
Shift4 Payments (FOUR) reported Operating Leases of $39 million for Q2 2026, up 50.0% from $26 million a year earlier but down 7.1% from the prior quarter.
Shift4 Payments (FOUR) Operating Leases (2021 - 2026) Analysis & Trends
At the end of FY2025, Shift4 Payments posted Operating Leases of $53 million, up 82.8% from FY2024.
- Operating Leases has increased for four consecutive years, with a four-year compound annual growth rate of 31.2% (FY2021 to FY2025).
- By year, Operating Leases came in at $29 million in FY2024 (+54.3%), $18.8 million in FY2023 (+3.9%), $18.1 million in FY2022 (+1.1%) and $17.9 million in FY2021.
- Five-year quarterly Operating Leases spans a low of $15.9 million in Q3 2022 and a high of $53 million in Q4 2025.
- Year over year, Operating Leases has now increased in each of the last nine quarters, with growth averaging 55.6% over the last eight quarters.
- The high point for year-over-year Operating Leases in five years was Q3 2025 (growth of 101.6%); the low point was Q1 2024 (a decline of 9.6%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $42 million (Q1 2026), $53 million (Q4 2025) and $51.2 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | PayPal Holdings | 50.37 Bn | 8.60 Bn | - |
| 2 | Block | 47.21 Bn | 18.51 Bn | 3.17 Bn |
| 3 | Coinbase Global | 45.13 Bn | 1.94 Bn | - |
| 4 | Corpay | 26.81 Bn | 16.70 Bn | - |
| 5 | Fiserv | 25.74 Bn | 22.42 Bn | 2.90 Bn |
| 6 | Global Payments | 23.12 Bn | 909.27 Mn | 2.03 Bn |
| 7 | Guidewire Software | 15.20 Bn | 11.77 Bn | 269.68 Mn |
| 8 | Bitmine Immersion Technologies | 12.61 Bn | 9.99 Bn | 40.81 Mn |
| 9 | Chime Financial | 11.65 Bn | 7.45 Bn | 594.87 Mn |
| 10 | Shift4 Payments | 3.26 Bn | -46.46 Mn | 446.00 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 39.00 Mn |
| Mar 31, 2026 | 42.00 Mn |
| Dec 31, 2025 | 53.00 Mn |
| Sep 30, 2025 | 51.20 Mn |
| Jun 30, 2025 | 26.00 Mn |
| Mar 31, 2025 | 27.60 Mn |
| Dec 31, 2024 | 29.00 Mn |
| Sep 30, 2024 | 25.40 Mn |
| Jun 30, 2024 | 24.40 Mn |
| Mar 31, 2024 | 17.00 Mn |
| Dec 31, 2023 | 18.80 Mn |
| Sep 30, 2023 | 18.80 Mn |
| Jun 30, 2023 | 18.50 Mn |
| Mar 31, 2023 | 18.80 Mn |
| Dec 31, 2022 | 18.10 Mn |
| Sep 30, 2022 | 15.90 Mn |
| Jun 30, 2022 | 16.00 Mn |
| Mar 31, 2022 | 16.60 Mn |
| Dec 31, 2021 | 17.90 Mn |
Shift4 Payments Operating Leases 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-leases&ticker=FOUR&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "operating-leases", "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-leases&ticker=FOUR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();