CPAY · Other

CORPAY, INC.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-08-08

• Market Demand TrendsImportance 32 · Surprise 24
  Corpay’s organic revenue growth remained in the double digits for the fifth consecutive quarter, indicating sustained demand across its payment offerings. Corporate Payments was identified as the primary growth driver,…

News · 2026-08-06

• Revenue Performance and MixImportance 53 · Surprise 48
  Corpay reported second-quarter 2026 revenue of approximately $1.34 billion for the period ended June 30, up 21% year over year and $45 million above management’s expectations. Organic revenue growth remained in the…
• Market Demand TrendsImportance 32 · Surprise 24
  Corpay’s organic revenue growth remained in the double digits for the fifth consecutive quarter, indicating sustained demand across its payment offerings. Corporate Payments was identified as the primary growth driver,…

8-K · 2026-08-05

• FTC Legal SettlementImportance 90 · Surprise 100
  Corpay recorded a $100 million charge in the second quarter for a preliminary settlement with the FTC’s Bureau of Consumer Protection. The settlement relates to a previously disclosed matter and remains subject to the…
• FTC Settlement and LitigationImportance 90 · Surprise 100
  Corpay recorded a $100 million charge in the second quarter of 2026 for a preliminary settlement with the FTC’s Bureau of Consumer Protection concerning a previously disclosed matter. The settlement remains subject to…
• Guidance and OutlookImportance 90 · Surprise 84
  Corpay raised its fiscal-year 2026 outlook, forecasting revenue of $5.290 billion to $5.330 billion, adjusted net income of $1.790 billion to $1.830 billion, and adjusted diluted EPS of $27.15 to $27.55, representing…
• Liquidity and Debt PositionImportance 84 · Surprise 74
  Corpay ended June 30, 2026 with $3.164 billion of cash and cash equivalents and $7.0048 billion of restricted cash, compared with $2.408 billion and $6.584 billion, respectively, at December 31, 2025. Current and…
• Capital Return ProgramImportance 83 · Surprise 82
  Corpay repurchased 1 million shares for $321 million during the second quarter of 2026. Six-month cash flow shows $1.113 billion of common-stock repurchases, compared with $90.9 million in the first half of 2025.…
• Interest Rate EnvironmentImportance 78 · Surprise 58
  Corpay’s fiscal-year 2026 guidance assumes interest expense of $435 million to $465 million based on the SOFR forward curve as of July 30, 2026. Quarterly interest expense increased 18% year over year to $114.719…
• Acquisition / Partnership / DivestitureImportance 65 · Surprise 60
  Corpay sold its PayByPhone mobile parking payments business within Vehicle Payments to a third party in March 2026. The six-month statement of cash flows reported $421.7 million of net proceeds from business…
• Corporate Payments DemandImportance 64 · Surprise 56
  Corporate Payments revenue increased 42% year over year to $548.7 million, while pro forma and macro-adjusted revenue grew 16% to $538.1 million. Spend volume rose 70% to $94.6 billion as reported and 43% on a pro…
• Revenue Performance and MixImportance 59 · Surprise 48
  Second-quarter 2026 revenue increased 21% year over year to $1,338.8 million from $1,102.0 million, including 10% organic growth. Corporate Payments revenue grew 42% to $548.7 million and increased to 41% of…
• Operating Expense TrendsImportance 58 · Surprise 56
  Second-quarter processing expense increased 15% to $275.2 million, selling expense increased 30% to $150.6 million, and general and administrative expense increased 26% to $223.7 million. Depreciation and amortization…
• Vehicle Payments DemandImportance 54 · Surprise 40
  Vehicle Payments revenue increased 13% year over year to $580.2 million, while pro forma and macro-adjusted revenue grew 8% to $523.5 million. Pro forma and macro-adjusted transactions increased 8% to 147.1 million,…
• Geographic Revenue ShiftImportance 47 · Surprise 48
  Second-quarter 2026 U.S. revenue increased to $600 million from $541 million but fell to 45% of consolidated revenue from 49%. Brazil revenue grew to $217 million from $170 million and represented 16% of revenue, while…
• Segment ProfitabilityImportance 47 · Surprise 48
  Corporate Payments operating income increased 27% to $199.6 million in the second quarter, while Vehicle Payments operating income declined 21% to $190.1 million. Vehicle Payments revenue benefited from fuel prices and…
• Geographic Revenue MixImportance 47 · Surprise 48
  Second-quarter revenue increased in each reported geography, with the largest dollar contributions from the United States, Brazil, the UK, and other markets. US revenue rose to $600 million from $541 million, although…
• Lodging Payments DemandImportance 43 · Surprise 40
  Lodging Payments revenue increased 3% year over year to $123.2 million, below the company’s other major operating segments. Room nights declined 13% to 7.5 million, indicating weaker lodging transaction volume. Revenue…
• Income Tax Rate ChangesImportance 41 · Surprise 22
  Second-quarter income-tax provision declined 15% to $92.9 million from $109.0 million, while income before taxes declined 12% to $344.7 million. The reported tax provision represented approximately 27.0% of pretax…

News · 2026-08-05

• Guidance and OutlookImportance 83 · Surprise 92
  Corpay raised its full-year 2026 outlook to approximately $5.31 billion of revenue and $27.35 of cash earnings per share. The revised outlook implies continued growth following second-quarter revenue growth of 21% and…
• Revenue Performance and MixImportance 53 · Surprise 48
  Corpay reported second-quarter 2026 revenue of approximately $1.34 billion for the period ended June 30, up 21% year over year and $45 million above management’s expectations. Organic revenue growth remained in the…
• Net Income and ProfitabilityImportance 46 · Surprise 56
  Corpay reported second-quarter 2026 cash earnings per share of $7.00, up 36% from $5.13 a year earlier and above the Zacks consensus estimate of $6.60. The earnings result exceeded management expectations alongside the…
• Acquisition / Partnership / DivestitureImportance 40 · Surprise 42
  Corpay signed a definitive agreement to sell UK-based epyx and sister companies r2c Online and Business Gateway to OEConnection, a Francisco Partners portfolio company. The businesses provide fleet software and digital…
• Products and TechnologyImportance 34 · Surprise 42
  Corpay plans to integrate its vehicle-payments capabilities with broader spend-management products. The company is also expanding Cross-Border offerings as part of its growth strategy. Management cited the use of AI…
• Distribution Channels and PartnershipsImportance 34 · Surprise 42
  Corpay Cross-Border entered into an agreement with Ultimate Sevens, a global rugby sevens championship backed by BIA Sports Group. The championship is scheduled to launch in August 2026. Corpay will serve as Ultimate…
• Market Demand TrendsImportance 32 · Surprise 24
  Corpay’s organic revenue growth remained in the double digits for the fifth consecutive quarter, indicating sustained demand across its payment offerings. Corporate Payments was identified as the primary growth driver,…