earnings
confidence high
sentiment positive
materiality 0.80
Corpay Q2 revenue +21% to $1.34B, adj. EPS +36% to $7.00; raises FY guidance
CORPAY, INC.
- Revenue $1,338.8M (+21% YoY); organic revenue growth 10% for 5th consecutive quarter.
- Adjusted net income per diluted share $7.00 (+36% YoY); GAAP EPS $3.70 (-7% YoY).
- Recorded $100M charge for preliminary FTC settlement; expects conclusion later this year.
- FY 2026 guidance raised: revenue $5.29-5.33B, adj. EPS $27.15-27.55 (28% growth at midpoint).
- Repurchased 1M shares for $321M in Q2; refinanced debt, leverage 2.55x.