For the quarter ended September 2025, Corpay (CPAY) reported revenue of $1.17 billion, up 13.9% over the same period last year. EPS came in at $5.70, compared to $5.00 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.17 billion, representing a surprise of +0.58%. The company delivered an EPS surprise of +1.24%, with the consensus EPS estimate being $5.63.
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.
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:- Lodging Payments - Room nights: 8.9 million versus 10.26 million estimated by four analysts on average.
- Spend volume - Corporate Payments: 68.23 million versus the four-analyst average estimate of 55.88 million.
- Revenues, net per room night - Lodging Payments: $14.20 versus $13.04 estimated by four analysts on average.
- Revenues, net per transaction - Vehicle Payments: $2.48 compared to the $2.48 average estimate based on three analysts.
- Revenue, net per spend - Corporate Payments: $0.60 compared to the $0.75 average estimate based on three analysts.
- Other - Revenues, net per transaction: $0.22 versus the three-analyst average estimate of $0.19.
- Other - Transactions: 375.7 million versus 395.85 million estimated by three analysts on average.
- Fleet transactions - Vehicle Payments: $120.50 versus the two-analyst average estimate of $118.63.
- Revenues- Corporate Payments: $409.71 million compared to the $411.83 million average estimate based on six analysts. The reported number represents a change of +27.3% year over year.
- Revenues- Vehicle Payments: $553.19 million compared to the $548.91 million average estimate based on six analysts. The reported number represents a change of +9.2% year over year.
- Revenues- Lodging Payments: $127.01 million compared to the $132.29 million average estimate based on six analysts. The reported number represents a change of -5.2% year over year.
- Revenues- Other Payments: $82.57 million versus $72.96 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +24.1% change.
View all Key Company Metrics for Corpay here>>>
Shares of Corpay have returned -9.6% over the past month versus the Zacks S&P 500 composite's +1% 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.Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>Corpay, Inc. (CPAY) : Free Stock Analysis Report
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.
