Corpay (CPAY) Reports Q1 Earnings: What Key Metrics Have to Say

By Zacks Equity Research | May 06, 2025, 7:00 PM

For the quarter ended March 2025, Corpay (CPAY) reported revenue of $1.01 billion, up 7.5% over the same period last year. EPS came in at $4.51, compared to $4.10 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.01 billion, representing a surprise of -0.43%. The company delivered an EPS surprise of +0.45%, with the consensus EPS estimate being $4.49.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Corpay performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Lodging Payments - Room nights: 9.8 million versus 9.2 million estimated by four analysts on average.
  • Spend volume - Corporate Payments: 50.69 million versus 46.98 million estimated by four analysts on average.
  • Revenues, net per room night - Lodging Payments: $11.26 versus the four-analyst average estimate of $12.34.
  • Revenues, net per transaction- Vehicle Payments: $2.29 versus the three-analyst average estimate of $2.27.
  • Revenue, net per spend - Corporate Payments: $0.70 versus the three-analyst average estimate of $0.72.
  • Other - Revenues, net per transaction: $0.13 versus $0.17 estimated by three analysts on average.
  • Other - Transactions: 422 million compared to the 343.83 million average estimate based on three analysts.
  • Revenues- Corporate Payments: $352.66 million versus the six-analyst average estimate of $346.20 million. The reported number represents a year-over-year change of +32.9%.
  • Revenues- Vehicle Payments: $487.11 million compared to the $492.03 million average estimate based on six analysts. The reported number represents a change of -1.4% year over year.
  • Revenues- Lodging Payments: $110.22 million compared to the $113.03 million average estimate based on six analysts. The reported number represents a change of -1% year over year.
  • Revenues- Other Payments: $55.67 million versus the five-analyst average estimate of $55.59 million. The reported number represents a year-over-year change of -13.7%.
  • Operating income- Corporate Payments: $135.91 million compared to the $131.76 million average estimate based on three analysts.
View all Key Company Metrics for Corpay here>>>

Shares of Corpay have returned +13.8% over the past month versus the Zacks S&P 500 composite's +11.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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