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Jun 30, 2025
Shift4 Q2 2025 Earnings Report
Shift4 reported record Q2 2025 results with strong revenue growth and increased profitability.
Key Takeaways
Shift4 delivered a strong Q2 2025 with record performance across key metrics including revenue, payment volume, and adjusted EBITDA, supported by a diversified business mix and the strategic acquisition of Global Blue.
Shift4 achieved a record $50.1B in payment volume in Q2 2025.
Gross revenue less network fees grew 29% YoY to $413.4M.
Adjusted EBITDA reached $205.1M with a 50% margin.
Global Blue acquisition expanded geographic reach and revenue potential.
Forward Guidance
Shift4 raised full-year 2025 guidance to reflect the contribution of Global Blue, anticipating stronger revenue and adjusted EBITDA performance.
Positive Outlook
- Increased FY25 GRLNF guidance to up to $2.0B.
- Raised FY25 Adjusted EBITDA guidance to up to $978M.
- Maintained strong Adjusted Free Cash Flow conversion at 50%+.
- Volume guidance reaffirmed at $200B to $220B.
- Global Blue expected to add $330M in revenue and $125M in EBITDA for 2H25.
Challenges Ahead
- Integration of Global Blue may bring execution complexity.
- Rising interest expense could pressure net income.
- Lower year-over-year net income despite strong growth.
- Q2 net income of $41.1M was down from $54.5M in Q2 2024.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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