CORPAY, INC. is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: CPAY delivered a strong Q1 2026 with revenue surging 25.4% YoY to $1.26B and operating income jumping 48.9% to $636M, driven by significant margin expansion, though operating cash flow remained slightly negative and the current ratio dipped below 1.0x.
Drawn from management commentary in the Q1 2026 10-Q:
Revenue grew 25.4% year-over-year from $1.01B to $1.26B in Q1 2026, reflecting strong top-line momentum likely driven by organic growth and potentially acquisition-related contributions given the 43.8% surge in total assets.
Operating margin expanded approximately 800 basis points from 42.5% to 50.4%, indicating strong operating leverage and disciplined cost management as revenue growth significantly outpaced expense growth.
Share repurchases surged 1,238.6% YoY to $786.0M in Q1 2026 versus $58.7M in Q1 2025, signaling strong management confidence in the company's intrinsic value and a significant return of capital to shareholders.
Revenue
$1.26B
++25.39% YoY
EPS (Basic)
$5.14
++48.55% YoY
Operating Income
$636.16M
++48.94% YoY
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