Segment Refinement
During Q1 2026, the company refined its segment composition, realigning outsourced card processing to Other and moving enterprise spend management clients to Corporate Payments, with prior periods recast to conform.
CORPAY, INC. is expected to release its Q3 2026 10-Q filing on November 2, 2026, after market close. Last quarter: Corpay delivered 21.5% revenue growth in Q2 FY2026 with strong organic expansion and acquisition benefits, but a $100 million FTC legal charge and higher costs pressured net income, which declined 12.6%.
EPS Estimate
$7.30
Revenue Estimate
$1.38B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the CPAY page.
Drawn from management commentary in the Q2 2026 10-Q:
During Q1 2026, the company refined its segment composition, realigning outsourced card processing to Other and moving enterprise spend management clients to Corporate Payments, with prior periods recast to conform.
Other operating expenses of $99.9 million were recorded in Q2 2026, primarily due to a $100 million contingent loss related to an FTC legal matter, significantly reducing operating income.
The March 2026 sale of PayByPhone generated a pre-tax net gain of $122.9 million over the six months, while in June 2026, the company agreed to sell its Maintenance business for approximately €600 million (~$800 million), expected to close in H2 2026 pending regulatory approval.
Revenue
$1.34B
+21.49% YoY
EPS (Diluted)
$3.70
-7.04% YoY
Operating Income
$472.27M
-1.48% YoY
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