earnings
confidence high
sentiment positive
materiality 0.80
Corpay Q4 revenue +21% to $1.25B, adjusted EPS +13%; sells PayByPhone
CORPAY, INC.
2025-FY EPS
reported $15.03
vs consensus $6.06
▲ beat
(+147.9%)
- Q4 GAAP revenue $1,248.2M (+21% YoY); diluted EPS $3.75 (+9%); organic revenue growth 11% third consecutive quarter.
- Q4 adjusted net income per diluted share $6.04 (+13%); adjusted EBITDA $712.4M (+18%).
- FY2026 guidance: revenue $5,215M-$5,315M; adjusted EPS $25.50-$26.50 (16% revenue, 22% adj. EPS growth at midpoint).
- Signed definitive agreement to sell PayByPhone (mobile parking) to Lightyear Capital; close expected Q2 2026, not material to 2026 Cash EPS.
- Repurchased 1.7 million shares for $500 million in Q4.