Revenue
2018
2019
2020
2021
2022
2023
2024
2025
Shift4 Payments, Inc. (FOUR)
Price$40.00+0.48 (+1.21%)
Net income
2018
2019
2020
2021
2022
2023
2024
2025
Free cash flow
2018
2019
2020
2021
2022
2023
2024
2025
Total cash / debt
CashTotal debt
2018
2019
2020
2021
2022
2023
2024
2025
Financial statements
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.18B | $3.33B | $2.56B | $1.99B | $1.37B | $766.9M | $731.4M | $560.6M |
| Gross profit | $1.43B | $973.0M | $688.0M | $470.2M | $278.4M | $177.8M | $173.4M | $140.7M |
| Gross margin | 34.16% | 29.21% | 26.82% | 23.59% | 20.36% | 23.18% | 23.71% | 25.10% |
| Research & development | $6.0M | $4.0M | $1.0M | $500,000 | $1.8M | $1.2M | $1.6M | $1.6M |
| Operating expenses | $1.08B | $726.0M | $573.0M | $375.5M | $327.6M | $235.4M | $177.8M | $153.8M |
| Operating income | $351.0M | $247.0M | $115.0M | $94.7M | −$49.2M | −$57.6M | −$4.4M | −$13.1M |
| Operating margin | 8.40% | 7.42% | 4.48% | 4.75% | −3.60% | −7.51% | −0.60% | −2.34% |
| EBITDA | $783.0M | $544.0M | $330.0M | $243.8M | $55.2M | $26.6M | $58.2M | $57.7M |
| EBITDA margin | 18.73% | 16.33% | 12.87% | 12.23% | 4.04% | 3.47% | 7.96% | 10.29% |
| Net income | $119.0M | $230.0M | $86.0M | $75.1M | −$48.2M | −$18.4M | −$56.6M | −$55.4M |
| Net profit margin | 2.85% | 6.90% | 3.35% | 3.77% | −3.52% | −2.40% | −7.74% | −9.88% |
| Basic EPSper basic share | $1.15 | $3.36 | $1.45 | $1.34 | — | — | — | — |
| Diluted EPSper diluted share | $1.08 | $3.03 | $1.43 | $1.05 | — | — | — | — |
Owners
Reported shareholders
≈28.76%of listed shares
Isaacman Jared22.71M shares · May 12, 2026
View holders
| Holder | % owned |
|---|---|
Isaacman Jared | ≈28.76%22.71M shares |
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 9.07%7.16M shares |
BlackRock, Inc. | 7.07%5.58M shares |
Durable Capital Partners LP | 5.60%4.42M shares |
Ensign Peak Advisors, Inc | 3.87%3.06M shares |
NEUBERGER BERMAN GROUP LLC | 3.36%2.65M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.24%2.56M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 2.94%2.32M shares |
WASATCH ADVISORS LP | 2.75%2.17M shares |
MARSHALL WACE, LLP | 2.57%2.03M shares |
STATE STREET CORP | 2.50%1.97M shares |
Jupiter Topco LLC | 2.34%1.85M shares |
Spyglass Capital Management LLC | 2.32%1.83M shares |
FMR LLC | 2.14%1.69M shares |
CITADEL ADVISORS LLC | 1.58%1.25M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.55%1.23M shares |
Clearbridge Investments, LLC | 1.51%1.2M shares |
Point72 Asset Management, L.P. | 1.48%1.17M shares |
FULLER & THALER ASSET MANAGEMENT, INC. | 1.46%1.15M shares |
Portolan Capital Management, LLC | 1.41%1.11M shares |
Percentages use 78.96M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
Source: SEC Form 4 ↗Updated Sep 29, 2026 · Quarterly data
Insider buys & sells
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| May 12, 2026Form 4 | Isaacman JaredTenPercentOwner | BuyClass A Common Stock | 193.0K | $40.66 | $7.85M | 1.79M |
| May 11, 2026Form 4 | Isaacman JaredTenPercentOwner | BuyClass A Common Stock | 195.5K | $41.41 | $8.10M | 1.59M |
| Mar 10, 2026Form 4 | Isaacman JaredTenPercentOwner | BuyClass A Common Stock | 43.8K | $45.75 | $2.01M | 1.41M |
| Mar 2, 2026Form 4 | Isaacman JaredTenPercentOwner | BuyClass A Common Stock | 45.7K | $43.83 | $2.00M | 1.37M |
| Feb 27, 2026Form 4 | Isaacman JaredTenPercentOwner | BuyClass A Common Stock | 159.2K | $44.15 | $7.03M | 1.32M |