CPAY · 8-K · 20260805PR000045

Lodging Payments Demand

CORPAY, INC. · 2026-08-05 · Importance 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 per room night increased 18% to $16.34, or 17% on a pro forma and macro-adjusted basis. Management said lodging delivered sequential organic revenue improvement, but the reported room-night decline shows continued softness in lodging activity.

Key facts