Shift4 Payments (FOUR) Operating Leases (2021 - 2026)
Shift4 Payments' (FOUR) quarterly Operating Leases came in at $39.0 million in Q2 2026, up 50.0% on a YoY basis from $26.0 million in Q2 2025, and down 7.14% quarter-over-quarter from $42.0 million in Q1 2026.
Analysis
Shift4 Payments (FOUR) Operating Leases (2021 - 2026) Analysis & Trends
Shift4 Payments (FOUR) has reported Operating Leases for 6 consecutive years, with $39.0 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Operating Leases rose 50.0% year-over-year to $39.0 million; the trailing twelve-month figure through Jun 2026 stood at $39.0 million (up 50.0% YoY), and the FY2025 full-year result was $53.0 million, up 82.76% from the prior year.
- Operating Leases eased to $39.0 million in Q2 2026 per FOUR's latest filing, from $42.0 million in the prior quarter.
- Across five years, Operating Leases topped out at $53.0 million in Q4 2025 and bottomed at $17.0 million in Q1 2024.
- Historically, Operating Leases has averaged $27.2 million across 5 years, with a median of $22.7 million in 2022.
- The sharpest annual moves came in 2022 and 2025: Operating Leases declined 20.26% in 2022, then jumped 101.57% in 2025.
- Over 5 years, 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 decreased by 26.42% to $39.0 million in 2026.
- According to Business Quant data, Operating Leases over the past three periods registered $39.0 million, $42.0 million, and $53.0 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Block | 47.96 Bn | 41.53 Bn | 3.17 Bn |
| 2 | PayPal Holdings | 46.69 Bn | 35.44 Bn | - |
| 3 | Fiserv | 26.99 Bn | 26.36 Bn | 3.59 Bn |
| 4 | Corpay | 26.69 Bn | 19.68 Bn | 1.19 Bn |
| 5 | Global Payments | 24.17 Bn | 18.76 Bn | 2.03 Bn |
| 6 | Wex | 6.49 Bn | 384.52 Mn | 463.80 Mn |
| 7 | Aci Worldwide | 5.27 Bn | 5.10 Bn | 181.57 Mn |
| 8 | Paymentus Holdings | 4.46 Bn | 4.08 Bn | 94.31 Mn |
| 9 | dLocal | 4.35 Bn | 3.47 Bn | 127.15 Mn |
| 10 | Shift4 Payments | 3.34 Bn | 2.98 Bn | 446.00 Mn |
Historic Data
Download Data
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 | 20.50 Mn |
| Jun 30, 2022 | 20.10 Mn |
| Mar 31, 2022 | 21.00 Mn |
| Dec 31, 2021 | 22.70 Mn |