Shift4 Payments (FOUR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Shift4 Payments reported $413.4 million in revenue for the quarter ended June 2025, a year-over-year increase of 29% [1] - The company's EPS for the same period was $1.10, compared to $0.96 a year ago, but fell short of the consensus estimate of $1.20, resulting in an EPS surprise of -8.33% [1] - The reported revenue exceeded the Zacks Consensus Estimate of $411.76 million, indicating a surprise of +0.4% [1] Performance Metrics - End-to-End Payment Volume was $50.1 billion, below the average estimate of $51.83 billion from five analysts [4] - Gross Revenue from Subscription and other revenues reached $97.7 million, surpassing the estimated $96.43 million, reflecting a year-over-year increase of +37.2% [4] - Gross Revenue from Payments-based revenue was $868.5 million, which was lower than the estimated $902.78 million, but still showed a year-over-year increase of +14.9% [4] Stock Performance - Shares of Shift4 Payments have returned -1% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]