Key Takeaways CPAY reported Q2 EPS of $5.13, up 12.8% y/y, meeting estimates. Revenue rose 13% to $1.1 billion.Corporate payments revenues jumped 36% y/y, while lodging payments fell 2% and missed estimates.The 2025 revenue outlook was raised to $4.41-$4.49B. The EPS view was lifted to $20.86-$21.26 for the year.Corpay, Inc.’s (CPAY) second-quarter 2025 earnings per share met the consensus mark, while revenues beat the same.CPAY’s earnings per share of $5.13 met the consensus estimate by a slight margin and ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________________ FORM 10-Q _________________________________________________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fro ...

Corpay (CPAY) Q2 2025 Earnings Call August 06, 2025 05:30 PM ET Company ParticipantsJim Eglseder - SVP - IRRonald Clarke - President, Chairman & CEOPeter Walker - CFODarrin Peller - Managing DirectorSanjay Sakhrani - Managing DirectorRamsey El-Assal - Managing DirectorJohn Davis - Managing DirectorTrevor Williams - Managing DirectorConference Call ParticipantsAndrew Jeffrey - Equity Analyst - FintechTien-tsin Huang - Senior AnalystNate Svensson - Director, Senior Equity Research Analyst - Payments, Processo ...

Corpay (CPAY) Q2 2025 Earnings Call August 06, 2025 05:30 PM ET Speaker0Good I'd like to welcome everyone to CorPay Second Quarter twenty twenty four Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.Today's call is being recorded. I will now turn the call over to Jim Eggleseeder. Please go ahead.Speaker1Good afternoon, and thankSpeaker2you for joining us today for our earnings call to discus ...

Corpay (CPAY) came out with quarterly earnings of $5.13 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $4.55 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this provider of fuel card and payment products for businesses would post earnings of $4.49 per share when it actually produced earnings of $4.51, delivering a surprise of +0.45%.Over the last four quarters, the company has surpassed consensus EPS estimate ...

Q2 2025 Earnings Release Supplement Refer to earnings release dated August 6, 2025 for further information ^ - dark blue-teal #00B5E2 ^ - light raspberry #981239 ^ - dark raspberry #981239 ^ - light blue-teal #59CBE8 ^ - cool gray 1 #E6E8E7 ^ - maroon #3D1628 Q2 Safe Harbor Provision 2025 ^ This presentation contains forward-looking statements within the meaning of the federal securities laws. Statements that are not historical facts, including statements about Corpay's beliefs, assumptions, expectations an ...

Exhibit 99.1 Corpay Reports Second Quarter Financial Results Revenue growth and adjusted EPS growth both 13% Announced acquisition of Alpha Group and stablecoin partnerships 1 Atlanta, Ga., August 6, 2025 — Corpay, Inc. (NYSE: CPAY), a corporate payments company, today reported financial results for its second quarter ended June 30, 2025. "Our second quarter results were slightly ahead of our expectations," said Ron Clarke, chairman and chief executive officer, Corpay, Inc. "Second quarter 2025 organic reve ...

Key Takeaways Corpay will report 2Q25 earnings on Aug. 6, after market close.CPAY is likely to post revenues of $1.1B, suggesting a 12.7% y/y rise, with robust segmental growth.Earnings per share are projected at $5.13, indicating a 12.8% increase driven by a strong margin performance.Corpay, Inc. (CPAY) is scheduled to release second-quarter 2025 results on Aug. 6, after market close.The company surpassed the Zacks Consensus Estimate in the four trailing quarters. It delivered an earnings surprise of 0.6%, ...

Wall Street analysts forecast that Corpay (CPAY) will report quarterly earnings of $5.13 per share in its upcoming release, pointing to a year-over-year increase of 12.8%. It is anticipated that revenues will amount to $1.1 billion, exhibiting an increase of 12.7% compared to the year-ago quarter.The consensus EPS estimate for the quarter has been revised 1.2% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial esti ...

Corpay (CPAY) M&A Announcement Summary Company and Industry - **Company**: Corpay (CPAY) - **Industry**: B2B Cross Border Payments and Financial Services Key Points and Arguments Acquisition Details - Corpay announced the acquisition of Alpha Group, a European B2B cross border company, for £42.5 per share, totaling approximately $2.2 billion USD in enterprise value [9][12] - The acquisition is expected to close in Q4 2025, pending shareholder and regulatory approvals [10] Rationale for the Acquisition - Alpha has experienced significant growth, tripling its revenue from 2021 to 2024, and is expanding into new geographic markets in Europe [7][8] - The acquisition will enhance Corpay's entry into the investment manager and asset manager segments, which are viewed as attractive markets [11] - Alpha's products, including alternative bank accounts and bank account consolidation software, will be cross-sold to Corpay's existing corporate accounts and financial institution clients [12][22] Financial Projections and Synergies - The deal is expected to be highly accretive, with an estimated $0.50 accretion in 2026 [12][61] - Corporate payments revenue is projected to exceed $2 billion in 2026, representing over 40% of Corpay's overall revenue [12] - Expected pro forma leverage post-acquisition is in the range of 2.3 to 2.9, depending on divestiture success [9] Market Expansion and Customer Segments - Alpha strengthens Corpay's presence in the UK and Europe, opening new markets in Germany, Malta, and The Netherlands [14] - Approximately two-thirds of Alpha's revenue comes from the private markets institutional funds vertical, which is expected to drive significant sales growth [14][19] - Corpay plans to leverage Alpha's existing customer relationships to expand into North America and APAC [14][19] Digital Currency and Blockchain Strategy - Corpay is focusing on digital currency and stablecoin segments, aiming to provide on-ramp and off-ramp services for clients [16][17] - The company is developing capabilities to send and receive stablecoins, expected to go live in Q4 2025 [18][19] - Corpay views stablecoins as complementary to its existing services, enhancing efficiency and access to 24/7 payments [71][72] Competitive Advantage - Corpay's ability to quickly set up multi-currency accounts in various geographies provides a competitive edge over traditional banks [25][46] - The acquisition of Alpha is seen as a strategic move to enhance Corpay's technology stack and operational efficiency [19][114] Risks and Considerations - The acquisition is subject to various uncertainties and risks that could affect expected results [4] - Corpay acknowledges the need for careful integration of Alpha's technology and operations into its existing platform [112][114] Additional Insights - Corpay's existing licensing footprint and sales resources are expected to facilitate rapid growth in the institutional segment [19][80] - The company is optimistic about the potential for revenue synergies, particularly from existing clients [87][90] Conclusion - The acquisition of Alpha Group is positioned as a transformative move for Corpay, aimed at accelerating growth in the cross-border payments sector and enhancing its product offerings in the digital currency space. The strategic rationale is supported by strong financial projections and a clear plan for market expansion and integration.