Compared to Estimates, Corpay (CPAY) Q4 Earnings: A Look at Key Metrics

Core Insights - Corpay (CPAY) reported $1.25 billion in revenue for the quarter ended December 2025, marking a year-over-year increase of 20.7% and an EPS of $6.04 compared to $5.36 a year ago, exceeding both revenue and EPS consensus estimates [1] Financial Performance - The reported revenue of $1.25 billion was a surprise of +0.63% over the Zacks Consensus Estimate of $1.24 billion, while the EPS surprise was +1.47% against the consensus estimate of $5.95 [1] - Corpay's shares have returned -8% over the past month, contrasting with the Zacks S&P 500 composite's +0.9% change, and the stock currently holds a Zacks Rank 4 (Sell) [3] Key Metrics - Corporate Payments spend volume reached 81.43 million, exceeding the estimated 67.64 million [4] - Lodging Payments room nights totaled 7.9 million, below the estimated 10.07 million [4] - Revenues per room night in Lodging Payments were $14.18, surpassing the $11.96 average estimate [4] - Revenues from Corporate Payments were $480.79 million, representing a +38.9% year-over-year change, and exceeded the average estimate of $475.81 million [4] - Revenues from Vehicle Payments were $572.85 million, reflecting a +15.1% year-over-year change, also surpassing the average estimate of $566.51 million [4] - Revenues from Lodging Payments were $112.51 million, which is a -6.9% year-over-year change and below the average estimate of $119.8 million [4] - Revenues from Other Payments were $82.07 million, exceeding the estimated $79.37 million and showing a +17.8% year-over-year change [4]