NYSE$FOUR
Shift4 Payments Inc · Q3 2022 earnings
Q3 2022 earnings · · Investor relations
Briefing
Shift4 achieved record volume, gross profit, gross revenue less network fees, net income, Adjusted EBITDA and Adjusted Free Cash Flow
Shift4 completed a strong quarter, setting new quarterly records for volume, Gross Profit, Gross Revenue less Network Fees, Net Income, Adjusted EBITDA, and Adjusted Free Cash Flow. The company grew end-to-end volume, gross profit, and gross revenue less network fees 53%, 118%, and 33%, respectively. Net income was $46.4 million and Adjusted EBITDA grew 53% for the quarter.
- End-to-end payment volume of $20.6 billion, up 53% year over year.
- Gross profit of $127.5 million, up 118% year over year.
- Gross revenue less network fees of $196.7 million, up 33% year over year.
- Net income was $46.4 million.
Headline financials
Revenue & EPS history
Shift4 · Revenue · Quarterly
$547M
Forward guidance
Shift4 is raising 2022 volume, Gross Revenue less Network Fees, Adjusted EBITDA, Adjusted FCF outlook and reaffirming its mid-term outlook.
Tailwinds
- Increasing End-to-End Payment Volume range from $70 Billion to $71 Billion (+50% YoY to +52% YoY)
- Increasing the low-end of our Gross Revenue range from $1.95 Billion to $2.00 Billion (+40% YoY to +44% YoY)
- Increasing Gross Revenue Less Network Fees range from $720 Million to $725 Million (+36% YoY to +37% YoY)
- Increasing Adjusted EBITDA range from $275 Million to $280 Million (+65% YoY to +67% YoY)
- Raising outlook to meet or exceed 46% Adj FCF Conversion
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 Q3 2022
+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
| Quarter | Report date | Reaction (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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