
Core Insights - Corpay (CPAY) reported revenue of $1.01 billion for the quarter ended March 2025, reflecting a year-over-year increase of 7.5% [1] - Earnings per share (EPS) for the quarter was $4.51, up from $4.10 in the same quarter last year, with an EPS surprise of +0.45% compared to the consensus estimate of $4.49 [1] - The reported revenue matched the Zacks Consensus Estimate, resulting in a slight revenue surprise of -0.43% [1] Financial Performance Metrics - Corpay's shares have returned +13.8% over the past month, outperforming the Zacks S&P 500 composite's +11.5% change [3] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3] Key Revenue Metrics - Lodging Payments recorded 9.8 million room nights, exceeding the average estimate of 9.2 million [4] - Corporate Payments generated revenues of $352.66 million, surpassing the average estimate of $346.20 million, with a year-over-year increase of +32.9% [4] - Vehicle Payments revenues were $487.11 million, slightly below the average estimate of $492.03 million, representing a year-over-year decline of -1.4% [4] - Lodging Payments revenues were $110.22 million, also below the average estimate of $113.03 million, reflecting a -1% year-over-year change [4] - Other Payments revenues were $55.67 million, slightly above the average estimate of $55.59 million, but showed a significant year-over-year decline of -13.7% [4]