Shift4 Payments — Aug 6, 2026 release

In addition, our international expansion continues to scale nicely, even against the backdrop of ongoing Middle East-related travel disruptions. We are having tangible success expanding our Shift4 One product into more markets across Europe and remain on track to be live in a total of 15 countries by the end of this year, with 12 countries live today. As a reminder, Shift4 One allows retailers to consolidate payments, tax-free shopping, and dynamic currency conversion capabilities within a single device. This takes what would otherwise be a complex process spanning multiple vendors and lots of human intervention and simplifies it into a simple hand- held device where we can deliver the entire value chain to both our customer and the consumer. And in what is truly the Shift4 way, we also launched Shift4 Dine in Spain and Australia. In terms of quarterly results, here are some highlights: • Gross revenue was $1.3 billion, up 34% year over year; Gross revenue less network fees was $624 million and gross profit was $420 million, up 51% and 53% year over year, respectively. When adjusting for acquisitions and divestitures, our organic growth was 11% year over year. • Net income was $24 million for the quarter. EBITDA was $238 million and Adjusted EBITDA was $284 million. Each was up 45% and 39% respectively. • Lastly, net cash from operating activities was $63 million and Adjusted Free Cash Flow was $21 million. These results underscore the increasing diversity of our business and the durability of our