$CPAY · CORPAY, INC.
Corpay filed an 8-K (Items 2.02, 7.01, 9.01) reporting Q3 FY2026 results. Revenue rose 18% to $1,381.9M, net income attributable to Corpay rose 36% to $378.4M, and diluted EPS rose 45% to $5.66. Adjusted EPS rose 32% to $7.54, with 11% organic revenue growth. Management raised full-year 2026 guidance to revenue of $5.34–$5.36B and adjusted EPS of $27.90–$28.10.
- Q3 revenue $1,381.9M, up 18% YoY from $1,172.5M.
- Adjusted EPS $7.54, up 32% YoY from $5.70.
- GAAP diluted EPS $5.66, up 45% YoY from $3.91.
- Repurchased 5.25M shares for $1.85B through Q3, including 1.9M shares for $747M in Q3.
- FY26 guidance raised to revenue $5.34–$5.36B and adjusted EPS $27.90–$28.10.
Extended-hours last trade $423.00, +1.05% vs regular close of $418.60, a modestly positive reaction to the beat and raised guidance.
A double-digit revenue and adjusted EPS beat with a full-year guidance raise signals sustained momentum in Corpay's core payments business.
Corporate Payments delivered 18% organic revenue growth with 57.4% EBITDA margins, underscoring strong flow-through in the spend-management and cross-border segment.
Guidance assumes $4.90/gal fuel prices, flat fuel spreads, and no material undisclosed acquisitions/divestitures; FTC lawsuit and macroeconomic/fuel-price sensitivity remain key risks.