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Corpay, Inc. (CPAY)
:CPAY
Earnings Data
Report Date
Nov 05, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
5.63Last Year’s EPS
5Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a strong performance in Q3 with significant revenue growth and promising outlooks for Q4 and 2026. The Corporate Payments segment is a major opportunity for future growth, supported by strategic acquisitions and new initiatives. However, the lodging business remains a challenge, and float revenue compression is a concern. Overall, the positive aspects of the company's performance and outlook outweigh the negatives.Company Guidance
Strong Q3 Performance
Revenue and cash EPS both grew 14% year-over-year, with organic revenue growth at 11%. Vehicle Payments segment grew 10%, and Corporate Payments segment grew 17% despite a 1% float revenue headwind.
Q4 and Full-Year 2025 Outlook Raised
Q4 revenue guidance revised up to $1.235 billion and cash EPS to $5.90. Full-year 2025 revenue expected to exceed $4.5 billion, up 14% with cash EPS above $21.
Corporate Payments Segment Opportunities
Corporate Payments expected to generate over $2 billion in revenue next year. Key growth drivers include Corpay One Spend Management, mid-market AP automation, cross-border risk management, and global bank account solutions.
Significant M&A Activity
Closed Alpha acquisition and Avid mid-market AP automation investment. Expecting significant synergies and accretion in 2026 from these transactions.
Stablecoin Initiative Progress
Developing stablecoin payment systems with partners like Circle. Targeting three fronts: payouts in stablecoin wallets, integration with Alpha bank accounts, and serving large crypto clients.
CPAY Earnings History
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 |
|---|---|---|---|
Nov 05, 2025 | $261.69 | $278.00 | +6.23% |
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% |
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 05, 2025, After Close (Confirmed).
What is Corpay, Inc. (CPAY) earnings time?
Corpay, Inc. (CPAY) earnings time is at Nov 05, 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 5.63.