Shift4 Payments Profit Plunges 65% to $79M as Shares Hit Two-Year Low
Shift4 Payments net income plunged 65% to $79 million in 2025 as shares tumbled to a two-year low, despite gross revenues rising 25% to $4.18 billion. The company projects 26–31% revenue growth to $2.5–$2.6 billion and adjusted EBITDA of $1.165–$1.215 billion in 2026.
1. Profit Plunge and Share Reaction
Shift4 Payments reported net income attributable to shareholders plunged 65% to $79 million in 2025, driving the stock down 15.6% intraday to a two-year low of $46.26 before closing at $48.41.
2. Revenue Growth Performance
Gross revenues climbed 25% year-over-year to $4.18 billion in 2025, with Q4 revenues up 34% to $1.189 billion, reflecting increased transaction volumes across Shift4’s payment processing network.
3. 2026 Guidance
The company forecasts full-year 2026 gross revenue growth of 26–31% to $2.5–$2.6 billion and adjusted EBITDA of $1.165–$1.215 billion, implying 20–25% year-over-year EBITDA expansion.
4. Q1 2026 Forecast
For Q1, Shift4 expects gross revenues of $548 million and adjusted EBITDA of $233 million, targeting 38% EBITDA growth compared with Q1 2025.