NYSE$FOUR

Shift4 Payments Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Shift4 Payments reported Q1 2025 revenue of $848.3M, net income of $19.5M, diluted EPS of $0.20.

For Q1 2025, Shift4 Payments reported Revenue was $848.3M, net income was $19.5M, diluted EPS was $0.20. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $848.3M for Q1 2025.
  • Net income $19.5M.
  • Diluted EPS $0.20.

Headline financials

Total Revenue

$848M

Previous: $707M+19.9%
EPS (adj)

$0.20

Previous: $0.31-35.5%
Capital Expenditures

-$1.5M

Previous: -$1.3M-15.4%
Free Cash Flow

$15.2M

Previous: $19.3M-21.2%
Net Income

$16.7M

Previous: $20.6M-18.9%
Operating Income

$25.4M

Previous: $21.4M+18.7%
Gross Profit

-$621M

Previous: -$541M-14.7%

Revenue & EPS history

Shift4 · Revenue · Quarterly

$848M

Q1 2025+19.9%vs Q1 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, liquidity, and sector risks.

Tailwinds

  • MD&A outlines strategic priorities and capital allocation.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+3.7%

Avg return

Earnings day

+4.6%

Avg return

5 days after

+5.2%

Avg return

30 days after

61%

14 / 23 earnings

Positive

+21.7%

Q4 2022

Best reaction

-17.5%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+9.1%-4.9%-11.3%
Q4 2025-15.5%-13.0%-22.5%
Q3 2025-1.0%+6.3%+2.6%
Q1 2025+12.8%+3.4%+16.2%
Q4 2024-17.5%-22.8%-29.5%
Q3 2024-3.4%-7.5%-4.2%
Q2 2024+12.4%+19.7%+19.2%
Q1 2024+2.9%+0.6%+15.3%
Q4 2023+18.0%+14.8%-9.2%
Q3 2023+16.5%+23.5%+41.4%
Q2 2023+1.1%+1.7%-9.4%
Q1 2023-10.8%-6.4%-0.3%
Q4 2022+21.7%+26.7%+27.8%
Q3 2022-0.4%+17.8%+13.4%
Q2 2022+10.7%+12.6%+5.6%
Q1 2022-1.0%+0.6%-9.9%
Q4 2021-7.2%-16.5%+17.6%
Q3 2021+14.4%+20.8%-6.3%
Q2 2021+4.9%-1.0%-0.3%
Q1 2021-8.3%-12.2%-0.2%
Q4 2020+12.8%+15.1%+22.5%
Q3 2020+0.9%+11.1%+15.8%
Q2 2020+12.5%+15.1%+25.7%
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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