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Shift4 Payments (FOUR)
NYSE:FOUR
Holding FOUR?
Track your performance easily
Earnings Data
Report Date
Mar 04, 2025TBA Not Confirmed
Period Ending
2024 (Q4)Consensus EPS Forecast
$1.13Last Year’s EPS
$0.76Same Quarter Last Year
Strong Buy
Based on 20 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Nov 12, 2024
|% Change Since: -1.32%
|Next Earnings Date:Mar 04, 2025
Earnings Call Sentiment|Positive
Shift4 delivered strong financial results with record-breaking performance in key areas such as EBITDA and new logo wins. However, they faced challenges with international expansion and consumer spending softness. Despite these hurdles, the company remains optimistic with a strong backlog and increased guidance.Company Guidance
During the Shift4 third quarter 2024 earnings call, the company reported robust performance across major key performance indicators (KPIs), including volume, gross revenue less network fees, adjusted EBITDA, and adjusted free cash flow. Volume reached a quarterly record of $43 billion, marking a 56% year-over-year increase, while gross revenue less network fees climbed 50% to $365 million. Adjusted EBITDA grew to $187 million, with margins hitting a record 51.3% or nearly 54% when excluding a 250 basis point impact from recent acquisitions. The company also generated $111 million in adjusted free cash flow, reflecting a 46% increase from the previous year and a free cash flow conversion rate of 59%. Despite some challenges, such as consumer spending softening in certain verticals, Shift4 raised the midpoint of its guidance for gross revenue less network fee and EBITDA for the fourth quarter. The company highlighted significant wins in the hospitality and sports and entertainment sectors and projected further growth through international expansion and strategic acquisitions.Record-Breaking EBITDA and Free Cash Flow
Shift4 set quarterly records across major KPIs including adjusted EBITDA of $187.4 million and adjusted free cash flow of $111 million, up 46% year-over-year with a 59% free cash flow conversion.
Strong Performance in New Logo Wins
Q3 was one of the strongest quarters for new logo wins, especially in hospitality with significant wins like KSL properties and a large Las Vegas international casino operator.
SkyTab and SaaS Revenue Growth
SkyTab installs exceeded 55,000 systems since coming out of beta, with a strong growth trajectory in SaaS revenue streams.
Significant International Expansion
Shift4 expanded into 4 new African countries and expects further growth in Latin America, Australia, and New Zealand in early 2025.
Increased Guidance and Strong Backlog
Shift4 raised the midpoint of their gross revenue less network fee and EBITDA guidance, with a backlog of $33 billion up from $25 billion in Q2.
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FOUR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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FOUR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Nov 12, 2024 | $104.91 | $99.12 | -5.52% |
| Aug 08, 2024 | $63.53 | $70.70 | +11.29% |
| May 09, 2024 | $58.71 | $61.03 | +3.95% |
| Feb 27, 2024 | $72.79 | $76.83 | +5.55% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Shift4 Payments (FOUR) report earnings?
Shift4 Payments (FOUR) is schdueled to report earning on Mar 04, 2025, TBA Not Confirmed.
What is Shift4 Payments (FOUR) earnings time?
Shift4 Payments (FOUR) earnings time is at Mar 04, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FOUR EPS forecast?
FOUR EPS forecast for the fiscal quarter 2024 (Q4) is $1.13.
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