CPAY · Analysis updated Nov 5, 2026, 10:36 AM ET
Why is Corpay, Inc. (CPAY) stock moving?
Corpay's third-quarter revenue rose 18% to $1.38 billion, slightly above the roughly $1.36 billion expected, and adjusted earnings rose 32% to $7.54 a share, about 5% above forecasts. Organic growth (excluding acquisitions and currency) was 11%, the sixth straight quarter in double digits, led by 18% organic growth in corporate payments. Corpay raised its 2026 outlook to about $5.35 billion of revenue and $28.00 of adjusted earnings per share at the midpoint, citing its preliminary view of October. At about 10:27 AM ET the stock was $463.99, up 10.8%, after touching a record $479.53.
News behind the analysis
- Corpay Reports Third Quarter Financial ResultsRevenue +18%, adjusted EPS +32%, organic growth 11%; full-year 2026 outlook raised to $5.35B revenue and $28.00 adjusted EPS at the midpoint.
- Corpay's (NYSE:CPAY) Q3 2026 sales beat estimatesRevenue $1.38B vs $1.36B expected; adjusted EPS 4.7% above consensus; guidance raised; shares initially edged lower after the release.
- CPAY Q3 2026 deep dive: corporate payments acceleration and portfolio simplification drive outlookCorporate-payments bookings above $500M; about $2B of free cash flow for acquisitions or buybacks.
- Corpay Q3 2026 Earnings: GAAP EPS Rises 45% as Revenue Grows 18%Diluted shares down about 6.7% to 66.4M; EBITDA margin 57.4%.
In the Daily Standout
- November 5, 2026: on the shortlist +10.84%