CPAY · 10-Q · 2026Q3 · Full report

Segment Profitability

CORPAY, INC. · 2026-11-05 · Importance 72 · Surprise 74 · No source text

Corporate Payments operating income increased 31.5% to $605.3 million for the nine months ended September 30, 2026, supported by revenue growth and integration synergies, partly offset by sales investment and one-time integration costs. Vehicle Payments operating income rose 20.7% to $870.2 million, including a $125.5 million PayByPhone disposition gain and offset in part by the $100 million FTC contingent loss. Lodging Payments operating income increased 0.6% to $150.1 million, and Other operating income rose 4.8% to $104.1 million.

Key facts

• Corporate Payments operating income was $605.3 million for the nine months ended September 30, 2026, up 31.5% from the comparable prior period. source
• Vehicle Payments operating income was $870.2 million for the nine months ended September 30, 2026, up 20.7% from the comparable prior period. source
• Lodging Payments operating income was $150.1 million for the nine months ended September 30, 2026, up 0.6% from the comparable prior period. source
• Vehicle Payments operating income growth included a $125.5 million gain on the PayByPhone disposition and the net favorable impact of the macroeconomic environment. source
• Other operating income was $104.1 million for the nine months ended September 30, 2026, up 4.8% from the comparable prior period. source
• Corporate Payments operating income growth reflected integration synergies and was partially offset by sales investments and one-time integration expenses. source

Impact estimates