Shift4 Payments — May 7, 2026 release

This excludes the 400,000 luxury retail cross sell opportunity acquired from Global Blue add diversification pie charts Americas Worldwide (ex-Americas) GRLNF Geographic Diversification Q1 2025 Q1 2026   1 4 14 Volume $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 from $965 Million to $990 Million (A) (A) Non-GAAP EPS $5.50 $5.70 Q2 2026 ~$615 Million +49% YoY Q2 2026 ~$278 Million +36% YoY Adjusted Free Cash Flow $490 Million $510 Million TO FY 2026 42% Adj. FCF Conversion 42% Adj. FCF Conversion (A) Q2 2026 ~$10 Million TO FY 2026 (B) update for Q2 Leaving Full Year 2026 Guidance Unchanged and Introducing Quarterly Guidance 4% Adj. FCF Conversion Q3 2026 ~XXX Million +XXX YoY Q3 2026 Q3 2026 Q4 2026 Q4 2026 Q4 2026 See page 2 for a description of non-GAAP financial measures and information regarding a reconciliation of non-GAAP financial measures to the most directly comparable GAAP financial measures. (A) Assumes a 26% effective tax rate.(B) $665 Million $715 Million TO +13% YoY +21% YoY $322 Million $347 Million TO +10% YoY +19% YoY $185 Million $195 Million TO 57% Adj. FCF Conversion 56% Adj. FCF Conversion $207 Million $217 Million TO 62% Adj. FCF Conversion 61% Adj. FCF Conversion $332 Million $357 Million TO +9% YoY +17% YoY $671 Million $721 Million TO +10% YoY +18% YoY   • Since our IPO and through today, have repurchased a total of 19.2mm shares • This represents 19% of total outstanding shares • Repurchased 5.5mm shares for $295mm in Q1 2026 • Demonstrated a disciplined commitment to managing dilution - an owner's mentality 1 5 15 Proven framework for capital allocation that can deliver regardless of market backdrop Disciplined