Shift4 Payments — Feb 26, 2026 release

Introducing Our Full Year 2026 Guidance and Providing Q1 Guidance 1 2 12 Intended Message: Adjusted for contribution from Finaro/Appetize, we're looking at 31% YoY GRLNF growth in Q4 $1.30 Billion +38% YoY +44% YoY $1.35 BillionGross Revenue Less Network Fees Full Year Adjusted Free Cash Flow $167 Billion +53% YoY +61% YoY $175 Billion Volume $640 Million +39% YoY +47% YoY $675 MillionAdjusted EBITDA TO TO TO FY 2024 Guidance 59%+ Adj. FCF Conversion (A) $415 M TO Adjusted Free Cash Flow +35% Adj. FCF Conversion Volume $57.0 B $60.0 B TO Q4 2025 $240 Billion $260 BillionTO FY 2026 +15% YoY +24% YoY Gross Revenue Less Network Fees $2.50 Billion $2.60 Billion TO FY 2026 +26% YoY +31% YoY Adjusted EBITDA $1.165 Billion $1.215 Billion TO FY 2026 +20% YoY +25% YoY $610 M $640 M TO Q4 2025 $305 M $315 M TO Q4 2025 from $200 Billion to $220 Billion from $1.965 Billion to $2.035 Billion from $965 Million to $990 Million See page 2 for a description of non-GAAP financial measures. For a reconciliation of non-GAAP financial measures to the most directly comparable GAAP financial measures, please see the relevant tables in the "Appendix - Financial Information" of this document. (A) (A) (A) (A) Non-GAAP EPS $5.50 $5.70 GRLNF, Adj EBITDA, FCF - dollar range or conversion & 40% or adjusted FCF per share EPS Guide - a range To discuss: FCF -dollar range or conversion -if conversion, EBITDA or adj. net income? -if dollar range, show FCF per share? -if so, consider call out stating FCF per share growth faster than americas payment growth -also, 35 or 40% +? Q1 2026 ~$548 Million +49% YoY Q1 2026 ~$233 Million +38% YoY FY 2026 +XX% Adj. FCF Conversion Q1 2026 Adjusted Free Cash Flow $490 Million $510 Mill