Corpay, Inc. (CPAY) Q4 2025 Earnings Call Transcript

Corpay, Inc. (CPAY) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 5, 2026

Corpay's Q4 Earnings and Revenues Surpass Estimates, Increase Y/Y

CPAY tops Q4 estimates as EPS jumps 12.7% and revenues rise 20.7%, driven by strong vehicle and corporate payments growth, while lodging declines.

Zacks Investment Research • Feb 5, 2026

Corpay quarterly profit rises on resilient business spending

Business payments firm Corpay reported a rise in fourth-quarter profit on Wednesday, as resilient business spending boosted its corporate payments segment.

Reuters • Feb 4, 2026

Lightyear Capital Signs Agreement to Acquire PayByPhone

VANCOUVER, British Columbia & NEW YORK--(BUSINESS WIRE)--Lightyear Capital, a New York-based private equity firm with over US$7 billion in assets under management, has signed an agreement to acquire PayByPhone, a global leader in mobile parking payments, from Corpay (NYSE: CPAY). For over 25 years Lightyear has partnered with growing companies at the nexus of financial services and technology, healthcare, and business services, working closely with management and leveraging its industry experti.

Business Wire • Feb 4, 2026

Corpay Reports Fourth Quarter and Full Year Financial Results

ATLANTA--(BUSINESS WIRE)--Corpay, Inc. (NYSE: CPAY), the corporate payments company, today reported financial results for its fourth quarter and year ended December 31, 2025. "We had a strong finish to 2025, with fourth quarter revenue, organic revenue and adjusted net income per share finishing ahead of expectations," said Ron Clarke, chairman and chief executive officer, Corpay, Inc. "We were an active corporate development shop, closing the second largest acquisition in the Company's history.

Business Wire • Feb 4, 2026

Corpay (CPAY) Surpasses Q4 Earnings and Revenue Estimates

Corpay (CPAY) came out with quarterly earnings of $6.04 per share, beating the Zacks Consensus Estimate of $5.95 per share. This compares to earnings of $5.36 per share a year ago.

Zacks Investment Research • Feb 4, 2026

Compared to Estimates, Corpay (CPAY) Q4 Earnings: A Look at Key Metrics

The headline numbers for Corpay (CPAY) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Feb 5, 2026

Corpay Announces Agreement to Sell Non-Core Vehicle Payments Asset

ATLANTA--(BUSINESS WIRE)--Corpay, Inc. (NYSE: CPAY), the corporate payments company, announced that it has signed a definitive agreement to sell PayByPhone, a mobile parking payments business, to Lightyear Capital. “We've agreed to terms to divest our PayByPhone business, and hope that PBP will prosper under Lightyear's ownership,” said Ron Clarke, Chairman and CEO of Corpay. “The transaction is another step to simplify our portfolio, and speed our rotation to more corporate payments.” The tran.

Business Wire • Feb 4, 2026

Corpay Set to Report Q4 Earnings: Here's What Investors Should Know

CPAY moves ahead to post fourth-quarter 2025 results, with revenues expected to rise 20% y/y, driven by strong growth across Vehicle and Corporate Payments.

Zacks Investment Research • Feb 2, 2026

Corpay Lodging Broadens Global Hotel Access for U.S. Companies Managing Workforce Travel

WICHITA, Kan.--(BUSINESS WIRE)--Corpay Lodging, a Corpay company (NYSE: CPAY) and leader in workforce travel solutions, announced today that it is expanding availability of its now 2 million-hotel global network to U.S.-based companies and significantly enhancing its workforce travel program options. The expanded international booking capabilities are available on a newly launched and user-friendly platform designed for workforce travelers. The new solution gives businesses greater access, visi.

Business Wire • Jan 27, 2026