Corpay earnings beat by $0.35, revenue topped estimates

Corpay (NYSE: CPAY) delivered a strong third quarter, exceeding analyst estimates with earnings per share (EPS) of $7.54, $0.35 higher than the projected $7.19. The company's revenue for the quarter reached $1.38 billion, surpassing the consensus estimate of $1.36 billion. Looking ahead, Corpay anticipates a EPS of $7.65 for the fourth quarter of 2026, outpacing the analyst consensus of $7.43.

The company also expects Q4 2026 revenue of $1.37 billion, slightly above the estimated $1.36 billion. For the full fiscal year 2026, Corpay forecasts EPS between $27.90 and $28.10, surpassing the analyst consensus of $27.43, and revenue in the range of $5.34 billion to $5.36 billion, slightly higher than the estimated $5.32 billion.

The company's stock closed at $418.47, marking a 6.50% increase over the last three months and a 59.91% gain over the past year. In the past 90 days, Corpay has received 13 positive EPS revisions and 2 negative revisions. The company's financial health is rated as "good performance" by InvestingPro.