Shift4 Payments (FOUR) Misses Q2 Earnings Estimates

Core Insights - Shift4 Payments reported quarterly earnings of $1.1 per share, missing the Zacks Consensus Estimate of $1.2 per share, but showing an increase from $0.96 per share a year ago, resulting in an earnings surprise of -8.33% [1] - The company posted revenues of $413.4 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.40% and increasing from $320.6 million year-over-year [2] - Shift4 Payments shares have underperformed the market, losing about 1.5% since the beginning of the year compared to the S&P 500's gain of 7.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.43 on revenues of $440.66 million, and for the current fiscal year, it is $5.52 on revenues of $1.76 billion [7] - The estimate revisions trend for Shift4 Payments was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Financial Transaction Services industry, to which Shift4 Payments belongs, is currently in the bottom 40% of the Zacks Industry Rank, suggesting potential challenges for stock performance [8] - Another company in the same industry, PAR Technology, is expected to report quarterly earnings of $0.04 per share, reflecting a year-over-year change of +117.4%, with revenues projected to be $107.94 million, up 38.1% from the previous year [9][10]