Shift4 Payments (FOUR) Operating Leases (2020 - 2026)
Shift4 Payments (FOUR) posted Operating Leases of $42.0 million for Q1 2026, down 20.75% on a QoQ basis from $53.0 million in Q4 2025, and up 52.17% year-over-year from $27.6 million in Q1 2025.
Shift4 Payments (FOUR) Operating Leases (2020 - 2026) Analysis & Trends
Shift4 Payments' Operating Leases history runs 7 years deep, the most recent figure standing at $42.0 million for Q1 2026.
- Quarterly Operating Leases rose 52.17% year-over-year to $42.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $42.0 million (up 52.17% YoY) and the FY2025 annual result came in at $53.0 million, up 82.76% from the prior year.
- Operating Leases was $42.0 million for Q1 2026 at Shift4 Payments, down from $53.0 million in the prior quarter.
- Across five years, Operating Leases topped out at $53.0 million in Q4 2025 and bottomed at $15.9 million in Q3 2022.
- A 5-year average of $26.0 million and a median of $20.1 million in 2022 frame the typical range for Operating Leases.
- Annual changes were most pronounced in 2022 — Operating Leases retreated 20.26% — and 2025, when it soared 101.57%.
- Shift4 Payments' Operating Leases stood at $18.1 million in 2022, then advanced by 3.87% to $18.8 million in 2023, then jumped by 54.26% to $29.0 million in 2024, then jumped by 82.76% to $53.0 million in 2025, then declined by 20.75% to $42.0 million in 2026.
- Business Quant data shows FOUR's Operating Leases at $42.0 million in Q1 2026, $53.0 million in Q4 2025, and $51.2 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Microsoft | 2,895.32 Bn | 2,770.88 Bn | 56.06 Bn |
| 2 | PagSeguro Digital | 2,672.75 Bn | 2,672.75 Bn | 358.92 Mn |
| 3 | Repay Holdings | 344.36 Bn | 344.21 Bn | - |
| 4 | Oracle | 339.20 Bn | 307.30 Bn | - |
| 5 | Palantir Technologies | 296.91 Bn | 288.89 Bn | 1.42 Bn |
| 6 | Palo Alto Networks | 225.55 Bn | 221.01 Bn | 1.91 Bn |
| 7 | CrowdStrike Holdings | 185.68 Bn | 182.58 Bn | 993.68 Mn |
| 8 | Fortinet | 109.83 Bn | 106.54 Bn | 1.49 Bn |
| 9 | Cloudflare | 95.19 Bn | 94.25 Bn | 455.60 Mn |
| 10 | Shift4 Payments | 3.99 Bn | 3.52 Bn | 392.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 | 20.10 Mn |
| Mar 31, 2022 | 16.60 Mn |
| Dec 31, 2021 | 22.70 Mn |
| Dec 31, 2020 | 25.70 Mn |