Company Dossier · Information Technology
Shift4
- Russell 1000
- MidCap 400
What Shift4 is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $4.78 billion, up 32% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.57 billion, up 12% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.02 billion, up 100% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.45 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $2.83 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 6, 2026): sentiment 0.30 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 4 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 27, 2026): 26 risk factors added, 7 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q2 2026: $15.9 million on the open market.SEC Form 4
- 358 institutional managers reported a position at June 30, 2026 (+5 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 11 (5 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Shift4 yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Shift4: earnings call confidence
Palanor Discourse score per call, 0 to 1
Hiring and ownership
In the news
Headlines that name Shift4, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralIs It Too Late to Buy Shift4 Payments Inc (FOUR) After 3.8% Rally? GF Value Says Undervalued
gurufocus.com · via Marketaux · Oct 6, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Jul 13, 20268-KMaterial agreement signedItem 1.01
- Jun 17, 20268-KShareholder vote resultsItem 5.07
- Apr 28, 2026Patent
- Mar 9, 20268-KDirector or officer changeItem 5.02
- Feb 27, 202610-KAnnual report (10-K)26 risk factors added, 7 removed
- Feb 10, 20268-KMaterial agreement signedItem 1.01
- Jan 5, 20268-KMaterial agreement signedItem 1.01
- Dec 18, 20258-KMaterial agreement signedItem 1.01
- Dec 18, 20258-KDirector or officer changeItem 5.02
- Dec 8, 20258-KMaterial agreement signedItem 1.01
- Nov 4, 2025Patent
- Sep 30, 20258-KMaterial agreement signedItem 1.01
- Aug 18, 20258-KAcquisition or sale completedItem 2.01
- Aug 12, 2025Patent
- Aug 5, 20258-KDirector or officer changeItem 5.02
- Jul 3, 20258-KMaterial agreement signedItem 1.01
- Jul 3, 20258-KAcquisition or sale completedItem 2.01
- Jun 17, 20258-KMaterial agreement terminatedItem 1.02
- Jun 17, 20258-KDirector or officer changeItem 5.02
- Jun 17, 20258-KShareholder vote resultsItem 5.07
- Jun 4, 20258-KDirector or officer changeItem 5.02
- May 16, 20258-KMaterial agreement signedItem 1.01
- May 5, 20258-KMaterial agreement signedItem 1.01
- Feb 19, 202510-KAnnual report (10-K)10 risk factors added, 0 removed
- Feb 18, 20258-KMaterial agreement signedItem 1.01
- Feb 18, 20258-KDirector or officer changeItem 5.02
- Dec 24, 2024Patent
- Dec 4, 20248-KDirector or officer changeItem 5.02
- Feb 29, 202410-KAnnual report (10-K)5 risk factors added, 14 removed
- Jan 16, 2024Patent
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Fabrinet FN | $4.6B | $0.0B | Jun 26, 2026 |
| Zoom Communications ZM | $5.0B | $1.9B | Jul 31, 2026 |
| Gen Digital GEN | $5.1B | $1.6B | Jul 3, 2026 |
| GoDaddy GDDY | $5.1B | $1.7B | Jun 30, 2026 |
| Microchip Technology MCHP | $5.1B | $1.1B | Jun 30, 2026 |
| Teradyne TER | $4.5B | $0.8B | Jun 28, 2026 |
| Qnity Electronics Q | $5.2B | $0.8B | Jun 30, 2026 |
| MKS Instruments MKSI | $4.3B | $0.5B | Jun 30, 2026 |
Identity
- SEC CIK
- 1794669