Corpay (CPAY) FY Conference June 04, 2025 12:20 PM ET Speaker0 I'm Andrew Jeffrey. I'm a FinTech analyst at William Blair. And I need to read the obligatory disclosures, namely that a complete list of research disclosures or potential conflicts of interest can be found on our website, williamblair.com. So it's my pleasure to be joined on stage today by Alyssa Vickery, the Interim CFO and CAO at CorPay. CorPay to us is one of the more interesting names on the page for a variety of reasons. One, it's an extre ...

Wall Street analysts expect Vail Resorts (MTN) to post quarterly earnings of $10 per share in its upcoming report, which indicates a year-over-year increase of 4.8%. Revenues are expected to be $1.3 billion, up 1.5% from the year-ago quarter.The consensus EPS estimate for the quarter has undergone an upward revision of 0.3% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prior to a com ...

Group 1 - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income for continuous cash flow [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1] - The analyst has a beneficial long position in the preferred shares of Chatham Lodging Trust (NYSE: CLDT.PR.A), indicating confidence in the company's performance [1]

Corpay (CPAY) FY Conference May 20, 2025 08:00 AM ET Speaker0 Everybody, welcome back to day two of our Barclays emerging payments and fintech forum. I'm honored to have Alyssa Vickery, chief financial officer of Corpay with us here today. Olissa, thank you so much for being here again. I think you were here a couple years ago, and it's great to have you back. Thanks. Why don't we start with where I have been starting quite a bit at the conference with just sort of your view, macros top of mind, your view o ...

Market Overview - The Nasdaq Composite and the Dow Jones Industrial Average have lost 1.03% and 0.52% year-to-date, while the S&P 500 has gained 0.60% [1] - Investor hesitance is attributed to President Trump's announcement of sweeping tariffs on all U.S. trading partners, although a potential truce between the U.S. and China may lead to reduced import duties [1] Economic Indicators - The consumer price index (CPI) rose 0.2% sequentially in April and 2.3% year-over-year, marking the lowest increase since February 2021 [2] - Federal Reserve Chair Jerome Powell indicated that more clarity is needed before considering further interest rate cuts, with analysts expecting no cuts until at least September [2] - Ongoing trade conflicts raise fears of a potential recession, which could negatively impact inflation and key economic indicators [2] Investment Opportunities - In volatile market conditions, dividend-paying stocks are recommended for portfolio diversification [3] - Notable dividend-paying companies include Marriott International (MAR), HNI, Sun Life Financial, ESAB Corporation, and Victory Capital Holdings [3] - Companies that consistently pay dividends indicate a healthy business model, and those that have recently raised dividends show a sound financial structure [3] Company Spotlight: Marriott International - Marriott International is a leading global hospitality company involved in the operation, franchising, and licensing of various lodging properties [4] - The company has a Zacks Rank of 3 (Hold) [4] - On May 9, Marriott declared a dividend of 67 cents per share, with a dividend yield of 0.9% [5] - Over the past five years, Marriott has increased its dividend five times, with a current payout ratio of 26% of earnings [5]

NCR Voyix (VYX) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 350%. A quarter ago, it was expected that this maker of ATMs and other hardware and software to handle payments would post earnings of $0.07 per share when it actually produced a loss of $0.08, delivering a surprise of -2 ...

For the quarter ended March 2025, Corpay (CPAY) reported revenue of $1.01 billion, up 7.5% over the same period last year. EPS came in at $4.51, compared to $4.10 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.01 billion, representing a surprise of -0.43%. The company delivered an EPS surprise of +0.45%, with the consensus EPS estimate being $4.49.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectat ...

Company Overview - Agilysys (AGYS) is expected to report a year-over-year decline in earnings of 18.8%, with projected earnings of $0.26 per share for the quarter ended March 2025, while revenues are anticipated to increase by 14.6% to $71.28 million [3][12] Earnings Expectations - The consensus EPS estimate for Agilysys has been revised down by 6.82% over the last 30 days, indicating a reassessment by analysts [4] - A positive Earnings ESP of +1.30% suggests that analysts have recently become more optimistic about Agilysys' earnings prospects, despite the stock carrying a Zacks Rank of 4, which complicates predictions of an earnings beat [10][11] Historical Performance - Agilysys has a history of beating consensus EPS estimates, having surpassed expectations in the last four quarters, including a +11.76% surprise in the most recent quarter [12][13] Market Sentiment - The upcoming earnings report is crucial for Agilysys' stock price movement, with potential for an increase if results exceed expectations, while a miss could lead to a decline [2][14] - Investors are advised to consider other factors beyond earnings results when making investment decisions regarding Agilysys [16] Industry Context - NCR Voyix, another player in the Zacks Computer - Integrated Systems industry, is expected to report a significant year-over-year decline in earnings of 84.6%, with a projected EPS of $0.02 and revenues down 30.1% to $603 million [17] - NCR Voyix has seen a substantial revision of its EPS estimate, up 83.3% over the last 30 days, resulting in a positive Earnings ESP of 50.00%, indicating a likelihood of beating the consensus EPS estimate [18]

Corpay, Inc. (CPAY) is scheduled to release first-quarter 2025 results on May 6, after market close.The company surpassed the Zacks Consensus Estimate in the past four trailing quarters. On average, it delivered an earnings surprise of 0.6%.Corpay, Inc. Price, Consensus and EPS Surprise Corpay’s Q1 ExpectationsThe Zacks Consensus Estimate for revenues is pegged at $1 billion, implying 8% growth from the year-ago quarter’s actual. The top line is expected to reflect improved performances across three segment ...

Wall Street analysts expect Corpay (CPAY) to post quarterly earnings of $4.49 per share in its upcoming report, which indicates a year-over-year increase of 9.5%. Revenues are expected to be $1.01 billion, up 8% from the year-ago quarter.The consensus EPS estimate for the quarter has been revised 0.5% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a company announces its e ...