CPAY · 8-K · 20260805PR000045

Revenue Performance and Mix

CORPAY, INC. · 2026-08-05 · Importance 59 · Surprise 48 · No source text

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 consolidated revenue from 35%, while Vehicle Payments revenue rose 13% to $580.2 million and declined to 43% of mix from 46%. Lodging Payments revenue increased 3% to $123.2 million, while Other revenue rose 5% to $86.7 million. Corporate Payments organic revenue growth was 16%, and its spend volume increased 70% as reported, although revenue per spend dollar declined 17% to 0.58%.

Key facts

• Second quarter 2026 revenues: $1,338.8 million, increased 21% vs. second quarter 2025. source
• Second quarter 2026 adjusted net income: $464.4 million, increased 27% vs. second quarter 2025. source
• Consolidated revenues for first six months 2026: $2,599.8 million, up 23% vs. first six months 2025. source
• Second quarter 2026 adjusted net income per diluted share: $7.00, increased 36% vs. second quarter 2025. source
• Second quarter 2026 GAAP net income attributable to Corpay: $248.3 million, decreased 13% vs. second quarter 2025. source
• Second quarter 2026 GAAP diluted earnings per share: $3.70, decreased 7% vs. second quarter 2025. source
• Second quarter 2026 organic revenue growth: 10%. source

Impact estimates