CPAY · 8-K · 20260805PR000045
Guidance and Outlook
CORPAY, INC. · 2026-08-05 · Importance 90 · Surprise 84 · No source text
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 28% midpoint EPS growth. Third-quarter 2026 revenue is expected to be approximately $1.355 billion at the midpoint, with adjusted diluted EPS of $7.15 at the midpoint. The outlook assumes $4.02 per gallon U.S. fuel prices for the remainder of 2026, approximately flat fuel-price spreads versus 2025, Bloomberg-consensus foreign-exchange rates, and no undisclosed material acquisitions or divestitures.
Key facts
- Fiscal year 2026 guidance: adjusted net income between $1.790 billion and $1.830 billion; adjusted net income per diluted share between $27.15 and $27.55, growing 28% at the midpoint year over year. source
- Fiscal year 2026 guidance: total revenues between $5.290 billion and $5.330 billion, growing 17% at midpoint year over year. source
- Third quarter 2026 outlook: revenue expected approximately $1.355 billion at the midpoint, growing 16% year over year; adjusted net income per diluted share expected $7.15 at the midpoint, growing 26% year over year. source
- Fiscal year 2026 guidance: net income between $1.285 billion and $1.325 billion; net income per diluted share between $19.50 and $19.90. source
- Exhibit 7 Q3 2026 guidance: net income attributable to Corpay low/high $343 million/$363 million; net income per diluted share low/high $5.26/$5.46; adjusted net income per diluted share low/high $7.05/$7.25 with 66 diluted shares. source
- Guidance assumption: weighted average U.S. fuel prices equal to $4.02 per gallon for the rest of the year based on June 2026 EIA outlook. source
- Guidance assumption: approximately 66 million fully diluted shares outstanding for fiscal year 2026 guidance. source
- The Company will host a conference call to discuss Q2 2026 results on August 5, 2026 at 5:30 pm ET with replay available through Wednesday, August 19, 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +48.9% | Fiscal year 2026 guidance: total revenues between $5.290 billion and $5.330 billion, growing 17% at midpoint year over year. |
| net_income | positive | committed | +25.1% | Fiscal year 2026 guidance: adjusted net income between $1.790 billion and $1.830 billion; adjusted net income per diluted share between… |
| revenue | positive | committed | +11.9% | Third quarter 2026 outlook: revenue expected approximately $1.355 billion at the midpoint, growing 16% year over year; adjusted net income… |
| net_income | positive | committed | +6.2% | Third quarter 2026 outlook: revenue expected approximately $1.355 billion at the midpoint, growing 16% year over year; adjusted net income… |
| net_income | positive | committed | — | Fiscal year 2026 guidance: net income between $1.285 billion and $1.325 billion; net income per diluted share between $19.50 and $19.90. |
| net_income | positive | committed | — | Exhibit 7 Q3 2026 guidance: net income attributable to Corpay low/high $343 million/$363 million; net income per diluted share low/high… |