Shift4 Q2 FY26 net income drops 41% to $24 million; revenue rises 34% to $1.3 billion
Reuters2026/08/06 21:12- Shift4 posted Q2 net income of USD 24 million, down 41% year over year; operating income rose 14% to USD 95 million.
- Gross revenue climbed 34% to USD 1.3 billion, driven by payments-based revenue up 24% to USD 1.07 billion; volume rose 22% to USD 61 billion.
- Tax-free shopping revenue was USD 117 million following the Global Blue acquisition; interest expense increased to USD 65 million on new 2025 debt.
- Adjusted EBITDA (non-GAAP) increased 39% to USD 284 million; GAAP EBITDA rose 45% to USD 238 million.
- Shift4 signed an August agreement to buy an account-to-account payments company for about USD 143 million cash, plus up to USD 173 million contingent consideration.
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