Shift4 Payments (FOUR) Operating Leases (2020 - 2026)

Shift4 Payments (FOUR) reported Operating Leases of $42.0 million for Q1 2026, up 52.17% on a YoY basis from $27.6 million in Q1 2025, and down 20.75% quarter-over-quarter from $53.0 million in Q4 2025.

Shift4 Payments (FOUR) Operating Leases (2020 - 2026) Analysis & Trends

Shift4 Payments has reported Operating Leases for 7 years, with the latest figure at $42.0 million in Q1 2026.

  • For the quarter ending Q1 2026, Operating Leases rose 52.17% year-over-year to $42.0 million; the trailing twelve-month figure through Mar 2026 stood at $42.0 million (up 52.17% YoY), and the FY2025 full-year result was $53.0 million, up 82.76% from the prior year.
  • Operating Leases for Q1 2026 stood at $42.0 million, down from $53.0 million in the prior quarter.
  • The five-year high for Operating Leases was $53.0 million in Q4 2025, with the low at $16.0 million in Q2 2022.
  • Historically, Operating Leases has averaged $26.0 million across 5 years, with a median of $20.5 million in 2022.
  • Annual changes were most pronounced in 2024 — Operating Leases dropped 9.57% — and 2025, when it soared 101.57%.
  • Shift4 Payments' Operating Leases stood at $18.1 million in 2022, then rose by 3.87% to $18.8 million in 2023, then surged by 54.26% to $29.0 million in 2024, then surged by 82.76% to $53.0 million in 2025, then slipped by 20.75% to $42.0 million in 2026.
  • The last three Operating Leases figures came in at $42.0 million (Q1 2026), $53.0 million (Q4 2025), and $51.2 million (Q3 2025), per Business Quant data.

Peer Comparison

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

Historic Data

Download Data
DateValue
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 20.50 Mn
Jun 30, 2022 16.00 Mn
Mar 31, 2022 16.60 Mn
Dec 31, 2021 17.90 Mn
Dec 31, 2020 25.70 Mn