CPAY · 8-K · 20260805PR000045

Geographic Revenue Shift

CORPAY, INC. · 2026-08-05 · Importance 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 UK revenue increased to $202 million from $148 million and represented 15%. Other geographies generated $319 million, or 24% of revenue, versus $242 million, or 22%, a year earlier. Six-month revenue growth was also strongest outside the U.S., with Other revenue increasing 44% to $621 million.

Key facts

• Exhibit 5 states positive impacts to consolidated revenues in Q2 2026 from foreign exchange of approximately $37 million, fuel prices approximately $20 million and fuel price spreads approximately $10 million. source