secwatch.observer — SEC 8-K summary
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Issuer:     CORPAY, INC. (CPAY)
CIK:        0001175454
Form:       8-K
Filed at:   2026-02-04T23:59:59+00:00
Accession:  0001175454-26-000008
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Corpay Q4 revenue +21% to $1.25B, adjusted EPS +13%; sells PayByPhone
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1175454/000117545426000008/0001175454-26-000008-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1175454/000117545426000008/flt-20260204.htm
  HTML page:      https://secwatch.observer/filing/0001175454-26-000008

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer