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Corpay Inc (CPAY)
NYSE:CPAY
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
5.44Last Year’s EPS
4.51Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operating momentum: record Q4 results, robust bookings (+29%), multi-year organic growth consistency (10% FY), a confident and accretive 2026 guide (+16% revenue, +22% EPS), active M&A/investments (Alpha, Avid) and a healthy balance sheet (2.8x leverage, ongoing buybacks). Offsetting items include lodging weakness, float-related headwinds (pressuring early 2026 cadence), higher near-term operating costs and some acquisition/divestiture execution noise (e.g., pay by phone). Management outlined clear priorities (portfolio simplification, U.S. sales, payables monetization, cross-border expansion, AI) and quantified synergies and cost-savings targets, increasing confidence in forward outlook despite some timing and integration risk.Company Guidance
Record Q4 Revenue and EPS
Q4 revenue of $1.248B, up 21% YoY, and cash EPS of $6.04, up 13% YoY (up ~20% at a constant tax rate). Q4 cash EBITDA surpassed $700M and results beat guidance.
Strong Full-Year Financial Performance
Full year revenue of $4.528B (+14% YoY) and adjusted/cash EPS of $21.38 (+12% YoY, +17% at a constant tax rate). Full-year organic revenue growth was 10%, marking four of the last five years at ≥10% organic growth.
Robust Sales Momentum and Stable Retention
New sales/bookings increased 29% YoY in Q4, same-store sales moved positive (+1%), and revenue retention remained stable at ~92.3%, providing strong recurring revenue visibility into 2026.
Aggressive 2026 Outlook
2026 guidance midpoint: revenue $5.265B (+16% YoY) and cash EPS $26 (+22% YoY). Company expects ~10% organic revenue growth in 2026 and forecasts Alpha to contribute ~ $300M incremental revenue; Alpha + Avid expected to add ~$1 of cash EPS to 2026.
Corporate Payments & Cross-Border Strength
Corporate Payments delivered ~16% organic growth in the quarter (despite float compression); pro forma spend volumes increased ~44% to over $81B. Cross-border sales remained resilient and early Mastercard partnership activity produced initial joint sales and a large pipeline.
Balance Sheet and Capital Allocation Progress
Leverage ended Q4 at ~2.8x. Repurchased 1.7M shares in Q4 for ~$500M (2.6M for the year) and retain roughly $1.5B repurchase authorization. Guidance prioritizes deleveraging with flexibility for buybacks/M&A.
Strategic M&A and Portfolio Actions
Completed the large Alpha acquisition, strategic investment in Avid, Mastercard invested $300M in the cross-border business (implying a $13B valuation for that business), and added a second vehicle debt company in Brazil to accelerate non-toll revenue.
Expense Rationalization and Remediation Wins
Targeting >$75M of expense savings (≈$50M executed to date) and remediation of the outstanding material weakness was completed and disclosed in the 10-K.
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 |
|---|---|---|---|
Feb 04, 2026 | $300.28 | ― | ― |
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% |
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 May 06, 2026, After Close (Confirmed).
What is Corpay Inc (CPAY) earnings time?
Corpay Inc (CPAY) earnings time is at May 06, 2026, 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 2026 (Q1) is 5.44.