Shift4 Payments — Aug 6, 2026 release
Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001794669-26-000042
Showing in the filing
Americas Growth Algorithm
“Mid-Teens Growth”
Period
The long term
Measure
Company-defined measure
Source
Guidance table
All guidance in this release · 16
Shift4 One live countries target for FY2026
“a total of 15 countries by the end of this year”
Middle East influenced travel disruption imp… for Q3 FY2026
“approximately $25 million”
Middle East influenced travel disruption imp… for Q3 FY2026
“approximately $25 million”
FX translation impact on Gross Revenue less … for FY2026
“roughly $20 million”
FX translation impact
“roughly $20 million”
Payments-Based GRLNF (Total) Growth Algorithm for the long term
“Low-20s% Growth”
Americas Growth Algorithm for the long term
“Mid-Teens Growth”
Worldwide (ex. Americas) Growth Algorithm for the long term
“High-20s% Growth”
Tax-Free Shopping (TFS) Growth Algorithm for the long term
“MSD PF Growth”
Subscription & Other Growth Algorithm for the long term
“LSD Growth”
Total GRLNF Growth Algorithm for the long term
“26%-31%”
Blended Spreads Growth Algorithm for the long term
“~60 bps”
Shift4 One country expansion goal for FY2026
“15+ Countries”
Non-GAAP Net Income for FY2026
“$965 Million to $990 Million”
Adj. FCF Conversion for FY2026
“40%”
Effective tax rate assumption underlying for FY2026
“26% effective tax rate”
Exhibit 99.1 · the passage around this item
… earlier in the release
6 (1) The Global Blue acquisition closed on July 3, 2025. YTD Progress vs. Our Growth Algorithm Continuing to demonstrate durability across our Growth Algorithm YTD Growth Algorithm Tracking Status Payments-Based GRLNF (Total) 26% Low-20s% Growth Ahead Americas 17% Mid-Teens Growth In-Line Worldwide (ex. Americas) 52% High-20s% Growth Ahead Tax-Free Shopping (TFS) 6% MSD PF Growth In-Line Subscription & Other 9% LSD Growth In-Line Total GRLNF Growth 50% 26%-31% Organic GRLNF Growth 11% _ Blended Spreads 63 bps ~60 bps Our increasingly diversified business continues to deliver durable and resilient growth 3 columns only: YTD, algo, and "Tracking Status" for 3rd column: ahead, in-line, ahead, in-line, in-line, debate changing sub & other to flat (note: ripples through to guidance)
7 #2 in Restaurants in U.S. World class technology, sophisticated distribution, and an overall lower cost of ownership #1 in Hospitality in U.S. One Hand to Shake: the only hospitality platform to deliver the entire payments value chain under one roof #1 in Luxury Retail Globally Global leading digital payments network powering the most recognized luxury brands and serving affluent shopping customers for regulated tax-free shopping countries Earned brand trust with the most influential brands in the global Experience Economy Increasingly differentiated platform with capabilities enhanced through each challenge solved Unmatched software integration library in our leadi
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.