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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Corpay (CPAY) is 8/10.
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.
Scored from Corpay’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.03B | +10.4% | $3.44 | -1.1% | 77.9% | 47.2% | 23.8% | $605M |
| FY2025 Q1 | $1.01B | +7.5% | $3.40 | +9.0% | 77.9% | 42.5% | 24.2% | $-119M |
| FY2025 Q2 | $1.10B | +12.9% | $3.98 |
| +13.1% |
| 78.4% |
| 43.5% |
| 25.8% |
| $1.09B |
| FY2025 Q3 | $1.17B | +13.9% | $3.91 | +0.3% | 70.8% | 44.6% | 23.7% | $-430M |
| FY2025 Q4 | $1.25B | +20.7% | $3.75 | +9.0% | 69.8% | 40.9% | 21.2% | $760M |
| FY2026 Q1 | $1.26B | +25.4% | $5.07 | +49.1% | 72.7% | 43.1% | 27.8% | $-108M |
| FY2026 Q2 | $1.34B | +21.5% | $3.70 | -7.0% | 79.4% | 35.2% | 18.5% | $1.42B |