SHIFT4 PAYMENTS $FOUR Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.3B (Est. $1.24B) 🟢; +34% YoY 🔹 Adj. EPS: $1.32 (Est. $1.25) 🟢; +20% YoY 🔹 Adj EBITDA: $284M (Est. $275M) 🟢; +39% YoY FY26 Guide: 🔹 Adj. EPS: $5.15-$5.35 (Est. $5.56) 🔴 🔹 Volume: $240 Billion-$260 Billion 🔹 Gross Revenue Less Network Fees: $2.48 Billion-$2.53 Billion 🔹 Adjusted EBITDA: $1.15 Billion-$1.18 Billion 🔹 Adjusted Free Cash Flow: $465 Million-$475 Million Segment Net Revenue: 🔹 Payments-Based GRLNF: $402M; +27% YoY 🔹 Tax-Free Shopping: $117M 🔹 Subscription & Other: $105M; +8% YoY Other Q2 Metrics: 🔹 GRLNF: $624M (Est. $614.34M) 🟢; +51% YoY 🔹 Gross Profit: $420M; +53% YoY 🔹 Adjusted EBITDA Margin: 46% 🔹 Net Cash From Operations: $63M; -56% YoY 🔹 Adjusted FCF: $21M; -82% YoY 🔹 Volume: $61B; +22% YoY Capital Return: 🔹 Share Repurchases: 0.7mm shares for $25mm