The earnings call reflected a generally positive sentiment with strong organic growth, increased full-year guidance, and successful integration of acquisitions. However, challenges in the Lodging segment and fewer gift card shipments slightly offset the positive outlook.

Company Guidance

During the Corpay Second Quarter 2025 Earnings Conference Call, the company provided detailed guidance on several financial metrics. For the full year 2025, Corpay updated its revenue guidance to $4.445 billion, representing a 12% increase, and adjusted cash EPS guidance to $21.06, reflecting an 11% growth. The company's organic revenue growth is expected to be 9% to 11%, slightly adjusted due to anticipated weaker performance in the Lodging segment. In Q2, Corpay reported print revenue of $1.102 billion, up 13%, and cash EPS of $5.13, also up 13%. Organic revenue growth was 11%, with the Vehicle Payments segment growing by 9%, Corporate Payments by 18%, and the Lodging segment declining by 2% year-over-year. Retention rates improved to 92.3%, the highest in recent years. Looking forward, Corpay expects the Vehicle Payments segment to achieve a 10% growth rate in the second half of the year, while the Corporate Payments segment is projected to maintain high-teens organic revenue growth. The company also highlighted its strategic priorities, including simplifying the portfolio and focusing on Corporate Payments, with plans to achieve $2 billion in revenue in this segment by next year.

Strong Organic Revenue Growth

The company reported a Q2 organic revenue growth of 11%, up 2% from Q1, with significant growth in Corporate Payments (18%) and Vehicle Payments (9%).

Increased Full-Year Revenue Guidance

Full-year 2025 revenue guidance was increased by $25 million to $4.445 billion, with an expected cash EPS of $21.06.

Successful Integration and Growth in Acquisitions

Acquisitions like Paymerang and GPS are performing well, with Paymerang on track to double EBITDA and GPS seeing doubled sales bookings.

High Retention Rates

Retention rates improved to 92.3%, the highest level in recent times, contributing to stable growth.

Launch of New Products

Launch of the new MCA multicurrency account product is successful, with 10,000 accounts live and reaching $1 billion in deposits.

Corpay Inc (CPAY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CPAY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	5.62 / -	5	―	―	―
Aug 06, 2025	2025 (Q2)	5.12 / 5.13	4.55	12.75% (+0.58)
May 06, 2025	2025 (Q1)	4.51 / 4.51	4.1	10.00% (+0.41)
Feb 05, 2025	2024 (Q4)	5.35 / 5.36	4.44	20.72% (+0.92)
Nov 07, 2024	2024 (Q3)	4.98 / 5.00	4.49	11.36% (+0.51)
Aug 07, 2024	2024 (Q2)	4.52 / 4.55	4.19	8.59% (+0.36)
May 08, 2024	2024 (Q1)	4.09 / 4.10	3.8	7.89% (+0.30)
Feb 07, 2024	2023 (Q4)	4.48 / 4.44	4.04	9.90% (+0.40)
Nov 08, 2023	2023 (Q3)	4.49 / 4.49	4.24	5.90% (+0.25)
Aug 08, 2023	2023 (Q2)	4.17 / 4.19	4.17	0.48% (+0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CPAY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$315.07	$304.50	-3.35%
May 06, 2025	$326.29	$325.85	-0.13%
Feb 05, 2025	$388.67	$389.55	+0.23%
Nov 07, 2024	$346.50	$366.01	+5.63%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Corpay Inc (CPAY) report earnings?

Corpay Inc (CPAY) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is Corpay Inc (CPAY) earnings time?

Corpay Inc (CPAY) earnings time is at Nov 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CPAY EPS forecast?

CPAY EPS forecast for the fiscal quarter 2025 (Q3) is 5.62.

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