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.Free Report: Profiting from the 2nd Wave of AI Explosion
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
