Corpay Cross-Border Extends Exclusive Partnership Rugby AustraliaFeb 9, 2026 5:00 PM Eastern Standard Time# Corpay Cross-Border Extends Exclusive Partnership Rugby AustraliaShare---Providing access to cross- border payments and currency risk management solutionsSYDNEY--([BUSINESS WIRE])--Corpay, Inc.* (NYSE: CPAY), a global leader in corporate payments, today announced that its Cross-Border business has entered into a multi-year agreement to extend their successful and exclusive collaboration with Rugby Aus ...

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Key Takeaways CPAY posted better-than-expected Q4 results, with EPS rising 12.7% and revenues increasing 20.7% y/y.CPAY vehicle and corporate payments grew, supported by regional sales and Alpha Group integration.CPAY guided 2026 revenues of $5.22B-$5.32B and adjusted EPS of $25.50-$26.50.Corpay, Inc. (CPAY) reported better-than-expected fourth-quarter 2025 results.CPAY’s earnings per share of $6.04 beat the consensus mark by 1.5% and rose 12.7% year over year. Total revenues of $1.2 billion marginally exce ...

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]

Financial Data and Key Metrics Changes - The company reported Q4 revenue of $1.248 billion, up 21% year-over-year, and cash EPS of $6.04, up 13% [3][4][13] - Full year revenue reached $4.528 billion, an increase of 14%, with cash EPS of $21.38, up 12% [4][14] - Organic revenue growth for the full year was 10%, marking four out of the last five years with similar growth rates [5][14] Business Line Data and Key Metrics Changes - Corporate payments segment achieved 16% organic growth in Q4, driven by a 44% increase in spend volumes [14][15] - Vehicle payments segment also saw 10% organic revenue growth, with strong results across the US, Europe, and Brazil [15][16] - The lodging segment decreased by 7% year-over-year, with expectations of low single-digit growth in 2026 [16] Market Data and Key Metrics Changes - Cross-border business continued to show resilience, with strong sales performance despite trade-related uncertainties [15] - The company noted a stable retention rate of 92.3% and a 29% increase in new sales year-over-year [4][14] Company Strategy and Development Direction - The company plans to simplify its portfolio, focusing on corporate payments and divesting non-core assets [8][19] - Key priorities for 2026 include enhancing USA sales, expanding payables, improving cross-border capabilities, and implementing AI solutions [10][11] - The company is optimistic about the macroeconomic environment, expecting favorable FX rates and lower SOFR rates to support growth [8][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving 2026 guidance, projecting revenue of $5.265 billion and cash EPS of $26, reflecting a 16% and 22% increase, respectively [7][20] - The company anticipates continued organic revenue growth of 10% in 2026, despite some headwinds from float revenue compression [20][22] - Management highlighted the importance of sales growth and the successful integration of acquisitions as key drivers for future performance [10][70] Other Important Information - The company repurchased 1.7 million shares in Q4 for $500 million, with a total of $1.5 billion authorized for future buybacks [18] - The company has remediated a material weakness related to user access, which will be formally reported in the upcoming 10-K [23] Q&A Session Summary Question: Can you elaborate on payables monetization initiatives? - Management acknowledged the need to diversify payment options beyond virtual cards and is testing new methods like e-checks and instant payments, expecting to see impacts by Q2 or Q3 [25][26] Question: What is the organic revenue growth for domestic vehicle payments versus Brazil? - The US vehicle payments business saw approximately 5% organic growth for the quarter, with consistent results across Europe and Brazil [27][28] Question: What is the sustainability of the vehicle payments growth rate? - Management indicated that sales efforts are crucial for sustaining growth, with recent improvements in retention and approval rates in the US vehicle business [31][32] Question: What is the expected contribution from recent acquisitions? - Management is confident in achieving $1 of cash EPS from the Alpha and Avid acquisitions, with synergies expected to materialize in the second half of the year [36][37] Question: How does the company view the impact of potential tariff rollbacks? - Management believes that tariff certainty would benefit the cross-border business, as uncertainty previously affected performance [74][76]

Corpay (NYSE:CPAY) Q4 2025 Earnings call February 04, 2026 05:30 PM ET Company ParticipantsDarrin Peller - Managing DirectorJim Eglseder - Head of Investor RelationsMichael Infante - VP of Equity ResearchPeter Walker - CFORayna Kumar - Managing Director of Fintech Equity ResearchRon Clarke - Chairman and CEOTrevor Williams - Managing Director of Payments and FinTech Equity ResearchConference Call ParticipantsAndrew Jeffrey - Research Analyst of Financial Services and TechnologyDave Koning - Senior Research ...

Corpay (NYSE:CPAY) Q4 2025 Earnings call February 04, 2026 05:30 PM ET Speaker0Hello and welcome everyone joining today's Corpay fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. Later, you will have the opportunity to ask questions during the question-and-answer session. To register to ask a question at any time, please press star 1 on your telephone keypad. Please note this call is being recorded. We are standing by if you should need any assistance. I ...

Corpay (CPAY) came out with quarterly earnings of $6.04 per share, beating the Zacks Consensus Estimate of $5.95 per share. This compares to earnings of $5.36 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.47%. A quarter ago, it was expected that this provider of fuel card and payment products for businesses would post earnings of $5.63 per share when it actually produced earnings of $5.7, delivering a surprise of +1.24%.O ...

Q4 2025 Earnings Release Supplement Refer to earnings release dated February 4, 2026 for further information ^ - dark blue-teal #00B5E2 ^ - light raspberry #981239 ^ - dark raspberry #981239 ^ - light blue-teal #59CBE8 ^ - cool gray 1 #E6E8E7 ^ Q4 2025 Results Safe Harbor Provision 2025 ^ This presentation contains forward-looking statements within the meaning of the federal securities laws. Statements that are not historical facts, including statements about Corpay's beliefs, assumptions, expectations and ...

Business payments firm Corpay reported a rise in fourth-quarter profit on Wednesday, as resilient business spending boosted its corporate payments segment. ...