Shift4 Q2 revenue +34% to $1.29B; net income -71% to $22.0M on below-the-line costs

Filed August 6, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 5, 2025 · ~1 min read

Key Changes

• high

  Net income to common fell 71% to $7M while operating income rose 14% to $95M — the $24M net below-the-line swing came from non-operating/other -$31M, income tax +$2M, noncontrolling interest +$5M, not from operations.

  Notes: Consolidated Statements of Operations verify on EDGAR →
• high

  Acquired Bambora (Worldline North America) for $92M cash in March 2026, adding 140,000+ merchants across U.S. and Canada; $67M intangible assets primarily merchant relationships with 15-year life.

  Notes: Business Combinations verify on EDGAR →
• high

  Collapsed Up-C structure in February 2026: founder exchanged all equity units for Class A shares, waived $121M in future TRA payments

  Notes: Simplification Transactions verify on EDGAR →