CPAY · 8-K · 20261104PR000054

Guidance and Outlook

CORPAY, INC. · 2026-11-04 · Importance 80 · Surprise 76 · No source text

On November 4, 2026, Corpay raised its fiscal 2026 outlook following third-quarter results and improved expectations for the fourth quarter. Full-year revenue guidance is $5.340 billion to $5.360 billion, representing 18% growth at the midpoint, while adjusted net income per diluted share is expected to be $27.90 to $28.10, up 31% at the midpoint. For the fourth quarter of 2026, management expects approximately $1.37 billion in revenue and adjusted net income per diluted share of $7.65 at the midpoint. The full-year assumptions include using free cash flow and proceeds from the maintenance-business sale to pay down debt and delever, respectively.

Key facts

• Corpay raised its FY2026 outlook, with midpoint revenue of $5.35 billion and adjusted net income per diluted share of $28.00, representing growth of 18% and 31%, respectively. source
• Corpay's revised FY2026 revenue guidance is $5.340 billion to $5.360 billion, representing 18% growth at the midpoint year over year. source
• Corpay expects Q4 2026 revenue of approximately $1.37 billion and adjusted net income per diluted share of $7.65 at the midpoint. source
• Corpay's FY2026 net income guidance is $1.337 billion to $1.357 billion. source
• Corpay's FY2026 adjusted net income guidance is $1.847 billion to $1.867 billion. source
• Corpay's FY2026 interest expense guidance is $435 million to $455 million, based on the SOFR forward curve as of October 27, 2026. source
• Corpay's FY2026 adjusted net income per diluted share guidance is $27.90 to $28.10, representing 31% growth at the midpoint year over year. source
• Corpay's FY2026 net income per diluted share guidance is $20.03 to $20.23. source

Impact estimates