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Corpay (CPAY) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended June 2025, Corpay (CPAY - Free Report) reported revenue of $1.1 billion, up 13% over the same period last year. EPS came in at $5.13, compared to $4.55 in the year-ago quarter.

The reported revenue represents a surprise of +0.19% over the Zacks Consensus Estimate of $1.1 billion. With the consensus EPS estimate being $5.13, the company has not delivered EPS surprise.

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: 8.7 million versus 9.4 million estimated by four analysts on average.
  • Spend volume - Corporate Payments: 58.11 million versus 54.03 million estimated by four analysts on average.
  • Revenues, net per room night - Lodging Payments: $13.84 compared to the $13.11 average estimate based on four analysts.
  • Revenues, net per transaction - Vehicle Payments: $2.36 compared to the $2.38 average estimate based on three analysts.
  • Revenue, net per spend - Corporate Payments: $0.67 versus the three-analyst average estimate of $0.70.
  • Other - Revenues, net per transaction: $0.16 versus the three-analyst average estimate of $0.16.
  • Other - Transactions: 412.6 million versus 379.29 million estimated by three analysts on average.
  • Fleet transactions - Vehicle Payments: $118.70 versus the two-analyst average estimate of $116.33.
  • Revenues- Corporate Payments: $391.9 million compared to the $385.68 million average estimate based on six analysts. The reported number represents a change of +35.9% year over year.
  • Revenues- Vehicle Payments: $525.53 million compared to the $525.69 million average estimate based on six analysts. The reported number represents a change of +3% year over year.
  • Revenues- Lodging Payments: $119.79 million versus the six-analyst average estimate of $122.91 million. The reported number represents a year-over-year change of -2.1%.
  • Revenues- Other Payments: $64.81 million compared to the $61.97 million average estimate based on five analysts. The reported number represents a change of +18.8% year over year.

View all Key Company Metrics for Corpay here>>>

Shares of Corpay have returned -4.1% over the past month versus the Zacks S&P 500 composite's +0.5% 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.

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