Corpay (CPAY) reported $1.26 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 25.4%. EPS of $5.80 for the same period compares to $4.51 a year ago.
The reported revenue represents a surprise of +4.4% over the Zacks Consensus Estimate of $1.21 billion. With the consensus EPS estimate being $5.50, the EPS surprise was +5.48%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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: 7.4 million compared to the 8.71 million average estimate based on three analysts.
- Revenue, net per spend - Corporate Payments: $0.62 versus the three-analyst average estimate of $0.62.
- Spend volume - Corporate Payments: 81.85 million versus the three-analyst average estimate of 79.94 million.
- Revenues, net per room night - Lodging Payments: $15.06 versus $13.07 estimated by three analysts on average.
- Revenues, net per transaction - Vehicle Payments: $2.70 compared to the $2.39 average estimate based on two analysts.
- Other - Revenues, net per transaction: $0.18 versus the two-analyst average estimate of $0.15.
- Other - Transactions: 465 million versus the two-analyst average estimate of 436.77 million.
- Revenues- Corporate Payments: $503.87 million versus $487.95 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +42.9% change.
- Revenues- Vehicle Payments: $563.9 million versus the five-analyst average estimate of $557.7 million. The reported number represents a year-over-year change of +15.8%.
- Revenues- Lodging Payments: $110.97 million compared to the $109.95 million average estimate based on five analysts. The reported number represents a change of +0.7% year over year.
- Revenues- Other Payments: $82.24 million versus $62.5 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +47.7% change.
- Operating income- Corporate Payments: $179.08 million versus the two-analyst average estimate of $166.37 million.
View all Key Company Metrics for Corpay here>>>
Shares of Corpay have returned +0.5% over the past month versus the Zacks S&P 500 composite's +11.4% 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.Beyond Nvidia: AI's Second Wave Is Here
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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.
