NYSE$FOUR
Shift4 Payments Inc · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
Shift4 reported strong revenue and profit growth, driven by record transaction volumes and strategic expansions.
Shift4 delivered a record Q4 2024 with a 49% YoY increase in end-to-end payment volume, reaching $47.9 billion. Revenue grew 26% YoY, and net income surged over 625%. The company expanded into new geographies and secured major hospitality and sports partnerships.
- End-to-end payment volume hit a record $47.9 billion, up 49% YoY.
- Gross revenue grew to $887.0 million, a 26% YoY increase.
- Net income surged 625% YoY to $139.3 million.
- Expansion into international markets and new verticals continued, with significant wins in hospitality and entertainment.
Headline financials
Revenue & EPS history
Shift4 · Revenue · Quarterly
$887M
Forward guidance
Shift4 expects continued strong growth in 2025, driven by geographic expansion, strategic acquisitions, and new verticals.
Tailwinds
- Projected revenue growth of 22% YoY, reaching $1.65-$1.72 billion.
- Adjusted EBITDA expected to grow 23% YoY to $830-$855 million.
- End-to-end payment volume forecasted to exceed $200 billion.
- Strong backlog of contracted volume and new international markets.
- Ongoing strategic investments in hospitality, sports, and unified commerce.
Headwinds
- Potential macroeconomic uncertainty impacting consumer spending.
- Integration risks associated with recent acquisitions.
- Regulatory changes in key international markets could create headwinds.
- Competitive pressures from fintech and traditional payment providers.
- Increased operating expenses due to expansion and infrastructure investments.
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 Q4 2024
+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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