Why Is Shift4 Payments Stock Falling Tuesday?

Shift4 payments (NYSE: Four) The shares fell on Tuesday after they were reported to the results of the second quarter of the second quarter of 2025.

The company has informed a total annual quarterly growth of 17 % on an annual basis (Y/Y) to 966.20 million dollars, and lost an estimate of the consensus of the analyst of 982.95 million dollars.

A modified payment shares won 1.10 dollars, estimating the consensus of the analyst of $ 1.26.

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Payments -based revenues improved from $ 755.8 million a year ago to 868.5 million dollars. The subscription revenues amounted to $ 97.7 million, an increase of $ 71.2 million a year ago.

Total revenue improved minus network fees to 413.4 million dollars compared to $ 320.6 million a year ago, an increase of 29 % on an annual basis.

The payment volume to one side increased by 25 % on an annual basis to 50.1 billion dollars. The 26 % average EBitDA improves an annual basis to $ 205.1 million. The margin decreased 100 basis points to 50 %.

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CEO SHIFT4 Taylor Lubber The company said it has achieved strong results in the second quarter, and achieve the volume of payment of records, revenues, and rate. Growth is attributed to stable payments, a more diverse business mixture, and a strong performance across the main header such as hotels, restaurants and entertainment.

Lauber shed light on the successful closure of Global Blue The acquisition process, which added a new luxurious header, and expand the Shift4 range to six continents. Global Blue is expected to contribute to revenue of $ 330 million and $ 125 million in the modified Ebitda for the rest of 2025, which greatly enhances the opportunity to sell across the company.

He also announced the change of leadership. Financial Director Nancy Digman It will retire at the end of the year and join the council, while Chris CruiseA member of the Board of Directors and the investor for a long time, will intervene as a new financial manager. Lauber reaffirmed SHIFT4 again towards its mid -term goals, including a billion dollar cash flow operating rate of one billion dollars.

SHIFT4 expects the total total revenue forecast for 2025 minus the network fees of $ 1.965 billion-2.035 billion dollars (1.35 billion dollars -1.36 billion dollars).

The company expects the volume of financial payment from one to one party from 200 billion dollars to 220 billion dollars (164 billion dollars-166 billion dollars).

It expresses EBITDA, the financial average, from $ 965 million to $ 990 million ($ 677 million-688 million dollars).

SHIFT4 expects total total revenue in the third quarter minus the $ 590 million network fees and modified Ebitda approximately $ 290 million.

Price work: Four shares are traded by 17.7 % to $ 84.12 in the last selection on Tuesday.

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