CPAY · 10-Q · 2026Q3 · Full report

Net Income and Profitability

CORPAY, INC. · 2026-11-05 · Importance 59 · Surprise 48 · From source text

Consolidated revenue was $3,981.7 million for the nine months ended September 30, 2026, up from $3,280.2 million in the prior-year period. Corporate Payments revenue grew 42.7% to $1,623.9 million, including 16% organic growth, 36% organic spend-volume growth and approximately $224 million from acquisitions. Vehicle Payments revenue increased 13.1% to $1,724.0 million, with 8% organic growth; acquisitions added about $12 million, foreign exchange added $82 million and fuel prices and spreads added approximately $41 million, partly offset by $53 million from dispositions. Lodging Payments revenue rose 2.3% to $365.3 million, while Other revenue increased 3.2% to $268.6 million.

Key facts

• Corpay reported adjusted net income attributable to Corpay of $1,362.258 million for the nine months ended September 30, 2026, compared with $1,094.569 million in the prior-year period. source
• Net income attributable to Corpay was $976.8 million for the nine months ended September 30, 2026, an increase of 21.3% from the comparable prior period. source
• Corpay reported net income attributable to Corpay of $976.8 million for the nine months ended September 30, 2026, up 21.3% from $805.3 million in the prior-year period. source
• Adjusted net income per diluted share attributable to Corpay was $20.34 for the nine months ended September 30, 2026, compared with $15.34 in the prior-year period. source
• Corpay’s net income attributable to Corpay increased to $378.4 million in the three months ended September 30, 2026. source
• For the nine months ended September 30, 2026, the reconciliation reported $2,060.5 million EBITDA and $2,249.5 million adjusted EBITDA. source
• Other income, net was $5.1 million for the nine months ended September 30, 2025, primarily due to the disposition of a cost method investment in the second quarter of 2025. source
• Other expense, net was $37.5 million for the nine months ended September 30, 2026, including net losses of $32.4 million related to equity method investments. source

Impact estimates