Corpay (CPAY) Q3 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

Corpay posted a solid Q3 2025, beating Wall Street on both the top and bottom lines as accelerating organic growth validated the company's expanding payments platform. Adjusted EPS came in at $5.70, edging past the $5.64 consensus by 1.02%, while rev… Read more Corpay posted a solid Q3 2025, beating Wall Street on both the top and bottom lines as accelerating organic growth validated the company's expanding payments platform. Adjusted EPS came in at $5.70, edging past the $5.64 consensus by 1.02%, while revenue of $1.17 billion cleared estimates by 0.77% and grew 13.9% year over year. The primary engine behind the quarter was Corporate Payments, which delivered 17% organic revenue growth even as lower interest rates compressed float income by 100 basis points, with spend volume surging 57% to $68.22 billion. Organic revenue growth across the company accelerated to 11%, a 500 basis point improvement from the prior year. Corpay also closed the acquisition of UK-based Alpha Group International for approximately $2.40 billion, a deal that management expects to be meaningfully accretive in 2026 and that deepens its cross-border FX capabilities. Looking ahead, the company raised full-year 2025 adjusted EPS guidance to a range of $21.14 to $21.34, with Q4 adjusted EPS expected between $5.80 and $6.00.