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Shift4 Payments, Inc. (FOUR)
:FOUR
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.84Last Year’s EPS
0.54Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 18, 2025
|% Change Since: -21.30%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Positive
The earnings call highlights Shift4's record-breaking financial performance and strategic growth through the acquisition of Global Blue, alongside significant expansion in international markets and various sectors. Despite economic challenges and increased leverage due to the acquisition, the overall outlook remains strong and optimistic.Company Guidance
During the Shift4 Fourth Quarter 2024 Earnings Call, the company delivered record-breaking results across all major KPIs. End-to-end payment volumes surged by 49% year-over-year to $47.9 billion. Gross revenue, less network fees, increased by 50% to $405 million, while adjusted EBITDA grew by 51% to $205.9 million. Notably, adjusted free cash flow rose by 78% to $134 million. The fourth quarter alone contributed 30% of the full-year gross revenue less network fees, illustrating significant growth momentum. The company also achieved positive operating leverage, with both adjusted EBITDA and adjusted free cash flow growing faster than revenue. Shift4 ended the year with a net leverage of 2.5 times and surpassed its medium-term guidance, with a three-year CAGR growth of 52% in volumes and 36% in gross revenue less network fees, despite economic challenges such as record inflation and interest rate hikes.Record-Breaking Financial Performance
Q4 results set records across all major KPIs: end-to-end payment volumes increased 49% YoY to $47.9 billion, gross revenue less network fees increased 50% to $405 million, adjusted EBITDA increased 51% to $205.9 million, and adjusted free cash flow increased 78% to $134 million.
Significant Growth in Unified Commerce and Non-Profit Sectors
Unified commerce platform saw record growth with notable wins like University of Miami and Elon University. Non-profit sector volumes up 660% YoY in Q4 and 319% YoY for the year.
Strategic Acquisition of Global Blue
Shift4 announced the acquisition of Global Blue for $2.5 billion, enhancing global payment capabilities and unlocking $80 million in revenue synergies by 2027.
Expanding International Presence
Shift4 expanded operations to several new countries, including those in Latin America, with plans to enter Australia and New Zealand in early 2025.
Hospitality and Sports Sector Wins
Added major clients like Alterra Mountain Resorts and renewed agreement with Great Wolf Lodge. Also expanded in sports with New York Yankees and Dallas Mavericks.
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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 |
|---|---|---|---|
| Feb 18, 2025 | $125.66 | $103.70 | -17.48% |
| 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% |
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, Inc. (FOUR) report earnings?
Shift4 Payments, Inc. (FOUR) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is Shift4 Payments, Inc. (FOUR) earnings time?
Shift4 Payments, Inc. (FOUR) earnings time is at May 01, 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 2025 (Q1) is 0.84.
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