Pulling SEC filings + quote and writing the call…
Shift4 Payments, Inc.
Next earnings ≈ Aug 6, 2026 · est. from filing cadence
Last earnings +5.7% on 2026-05-07
Revenue grew 25.5% YoY; but thin net margin (2.8%).
Revenue (FY2025) $4.18B · FY2025
Shift4 Payments, Inc. shows $4.18B in FY2025 revenue (+25.5% YoY), a 2.8% net margin, and 8.3% ROE.
Supporting the case: revenue grew 25.5% YoY.
Is FOUR-PA a buy? The one-page verdict, explained →
HOLD means own it, don't chase it — harvesting premium against the position matches the verdict.
Educational template, not a trade recommendation. Strikes and premiums are Black-Scholes model estimates from the last close and 30-day realized volatility — real chains, spreads and IV will differ. Options involve substantial risk.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.37B | $1.99B | $2.56B | $3.33B | $4.18B |
| Gross profit | $278M | — | — | — | — |
| Operating income | -$49.2M | $94.7M | $115M | $247M | $351M |
| Net income | -$48.2M | $75.1M | $86.0M | $230M | $119M |
| Diluted EPS | — | — | — | — | — |
| Net margin | -3.5% | 3.8% | 3.4% | 6.9% | 2.8% |
10-year statements — income, cash flow, balance sheet & CSV export →
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0001794669, latest 10-Q filed 2026-05-07) · EODHD · as of 6/26/2026, 12:12:37 PM.
Rule-based analysis, generated automatically from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 26, 2026, 8:12 AM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Last 90 days: 2 open-market buys · 0 sales
| 2026-06-15 | Bakhshandehpour Sam Director | Award | 5.10K @ $41.18 | $210K |
| 2026-06-15 | Goldsmith-Grover Sarah Director | Award | 5.10K @ $41.18 | $210K |
| 2026-06-15 | Dallaire Seth Director | Award | 5.10K @ $41.18 | $210K |
| 2026-06-15 | Davis Karen Roter Director | Award | 5.10K @ $41.18 | $210K |
| 2026-06-15 | Halkyard Jonathan S Director | Award | 5.10K @ $41.18 | $210K |
| 2026-06-15 | Disman Nancy Director | Award | 7.34K @ $41.18 | $302K |
| 2026-06-05 | Lauber David Taylor Chief Executive Officer | Tax | 5.19K @ $39.29 | $204K |
| 2026-05-12 | Isaacman Jared 10% owner | Buy | 193K @ $40.66 | $7.85M |
| 2026-05-11 | Isaacman Jared 10% owner | Buy | 196K @ $41.41 | $8.09M |
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