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]

Core Insights - Corpay, Inc. (CPAY) is set to release its fourth-quarter 2025 results on February 4, with expectations of surpassing the Zacks Consensus Estimate based on previous performance [1] Revenue Expectations - The Zacks Consensus Estimate for total revenues is $1.2 billion, reflecting a 19.9% increase from the same quarter last year [2] - Vehicle Payments segment revenues are estimated at $566.5 million, indicating a 13.8% year-over-year rise, driven by higher sales production, approval rates, and strong retention in the U.S. [2] - Corporate Payments revenues are projected to reach $475.8 million, a significant 37.4% increase from the previous year, supported by growth in spend volumes [3] - The Lodging Payments segment is expected to generate $119.8 million, showing a slight year-over-year decline [4] - Other Payments revenues are anticipated to be $79.4 million, marking a 13.9% growth from the prior year, attributed to a surge in the gift business [5] Earnings Projections - The consensus estimate for earnings per share is $5.95, suggesting an 11% year-over-year growth [5] - The current model indicates that CPAY may not conclusively predict an earnings beat, with an Earnings ESP of +4.14% and a Zacks Rank of 4 (Sell) [6]

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]