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Sep 30, 2025
Shift4 Q3 2025 Earnings Report
Shift4 delivered strong Q3 results with significant growth across revenue, profitability, and international expansion.
Key Takeaways
Shift4 achieved record results in Q3 2025, with revenue nearing $1.18B and adjusted EBITDA reaching $292.1M at a 50% margin, driven by the integration of Global Blue and robust volume growth.
Revenue reached $1.18B, up 29% from Q3 2024.
Adjusted EBITDA hit $292.1M with a 50% margin.
Net income for the quarter was $33.4M.
Payment volume grew to $54.7B, up 26% YoY.
Forward Guidance
Shift4 reaffirmed and narrowed its full-year 2025 guidance, anticipating continued strength in volume and margin expansion.
Positive Outlook
- Full-year revenue expected to reach up to $2.02B.
- Full-year adjusted EBITDA guided up to $985M.
- Payment volume forecasted to hit $210B.
- Adjusted free cash flow guidance up to $640M.
- Organic revenue growth remains above 25% YoY.
Challenges Ahead
- Same-store sales weakened in restaurant and hotel verticals.
- FX headwinds impacted demand in APAC regions.
- Soft consumer activity noted in Japan and parts of Europe.
- Increased marketing and G&A expenses pressured margins.
- Higher interest expense affected net income.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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