Corpay (CPAY) reported $1.25 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 20.7%. EPS of $6.04 for the same period compares to $5.36 a year ago.
The reported revenue represents a surprise of +0.63% over the Zacks Consensus Estimate of $1.24 billion. With the consensus EPS estimate being $5.95, the EPS surprise was +1.47%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Corpay performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Spend volume - Corporate Payments: 81.43 million versus 67.64 million estimated by four analysts on average.
- Lodging Payments - Room nights: 7.9 million versus 10.07 million estimated by four analysts on average.
- Revenues, net per room night - Lodging Payments: $14.18 compared to the $11.96 average estimate based on four analysts.
- Other - Revenues, net per transaction: $0.16 compared to the $0.15 average estimate based on three analysts.
- Other - Transactions: 507.4 million versus the three-analyst average estimate of 532.15 million.
- Revenue, net per spend - Corporate Payments: $0.59 compared to the $0.73 average estimate based on three analysts.
- Revenues, net per transaction - Vehicle Payments: $2.58 compared to the $2.54 average estimate based on three analysts.
- Tag transactions - Vehicle Payments: $23.40 compared to the $23.77 average estimate based on two analysts.
- Revenues- Corporate Payments: $480.79 million compared to the $475.81 million average estimate based on six analysts. The reported number represents a change of +38.9% year over year.
- Revenues- Vehicle Payments: $572.85 million compared to the $566.51 million average estimate based on six analysts. The reported number represents a change of +15.1% year over year.
- Revenues- Lodging Payments: $112.51 million compared to the $119.8 million average estimate based on six analysts. The reported number represents a change of -6.9% year over year.
- Revenues- Other Payments: $82.07 million versus $79.37 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +17.8% change.
View all Key Company Metrics for Corpay here>>>
Shares of Corpay have returned -8% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Corpay, Inc. (CPAY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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