Shift4 Payments — May 7, 2026 release

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 Capital Allocation Framework with a Proven Track Record of Results CUSTOMER ACQUISITION PRODUCT INVESTMENT • Eliminate upfront costs for our merchants by providing essential hardware • Provide financial incentives to align our partners and salespeople • Acquiring international distribution in support of long term organic growth ACQUISITIONS, DIVESTITURES, & INVESTMENTS • Deployed $5.9 Billion since 2020 • Cross-selling payments feeds ARPU expansion