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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tien-Tsin Huang | JPMorgan | 12 | 0% |
| Sanjay Sakhrani | KBW | 11 | 0% |
| Andy Jeffrey | William Blair | 10 | 0% |
| Darrin Peller | Wolfe Research | 10 | 0% |
| Ramsey El-Assal | Cantor Fitzgerald | 8 | 0% |
| Dave Koning | Robert W. Baird | 8 | 13% |
| Nate Svensson | Deutsche Bank | 8 | 0% |
| Trevor Williams | Jefferies | 7 | 0% |
| Ken Suchoski | Autonomous Research | 5 | 40% |
| Mihir Bhatia | Bank of America | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 12 | 0% |
| KBW | 1 | 11 | 0% |
| William Blair | 1 | 10 | 0% |
| Wolfe Research | 1 |
| 10 |
| 0% |
| Deutsche Bank | 1 | 8 | 0% |
| Cantor Fitzgerald | 1 | 8 | 0% |
| Robert W. Baird | 1 | 8 | 13% |
| Jefferies | 1 | 7 | 0% |
Corpay delivered a blowout Q1 with revenue of $1.26 billion, up 25%, and cash EPS of $5.80, up 29%. Overall organic revenue growth reached 11% for the fourth consecutive quarter, with Corporate Payments reaching 40% of revenue on 16% organic growth. Full-year 2026 guidance was raised to $5.290 billion revenue and $26.70 cash EPS at the midpoints, implying 25% EPS growth. Lodging dramatically improved with same-store sales turning positive at 6%, and the company sold PayByPhone while pursuing additional divestitures.
Revenue Growth | Demand | M&A | Capital Allocation | Competitive Dynamics | Product Launch | Guidance Reliability | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 7 | 3 | 2 | 5 | 5 | 2 | 2 |
| 2025Q1 | 8 | 6 | 5 | 2 | 3 | 1 | 1 | |
| 2025Q2 | 13 | 8 | 2 | 4 | 2 | 2 | 3 | 1 |
| 2025Q3 | 11 | 5 | 6 | 3 | 2 | 2 | 4 | |
| 2025Q4 | 11 | 4 | 6 | 4 | 2 | 3 | 1 | 2 |
| 2026Q1 | 8 | 3 | 4 | 2 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 7 | 8 | 13 | 11 | 11 | 8 |
| Demand | 7 | 6 | 8 | 5 | 4 | 3 |
| M&A | 3 | 5 | 2 | 6 | 6 | 4 |
| Capital Allocation | 2 | 2 | 4 | 3 | 4 | 2 |
| Competitive Dynamics | 5 | 3 | 2 | 2 | 2 | 1 |
| Product Launch | 5 | 2 | 2 | 3 | ||
| Guidance Reliability | 2 | 1 | 3 | 4 | 1 | 1 |
| Geographic Expansion | 2 | 1 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CPAY Corpay | 8 | +25.4% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |