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Dec 31, 2025
Corpay Q4 2025 Earnings Report
Corpay reported strong financial results for the fourth quarter and full year ended December 31, 2025, with significant revenue and earnings growth.
Key Takeaways
Corpay concluded 2025 with a strong fourth quarter, exceeding expectations in revenue, organic revenue, and adjusted net income per share. The company also made significant corporate development moves, including its second-largest acquisition and two strategic investments, setting a positive outlook for 2026 with an increased focus on corporate payments.
Fourth quarter revenue increased 21% to $1,248.2 million, driven by strong performance across segments.
Adjusted net income per diluted share grew 13% to $6.04 in Q4 2025, surpassing expectations.
Organic revenue growth was 11% for the third consecutive quarter, with double-digit growth in the two largest segments.
Corpay repurchased 1.7 million shares for $500 million in the fourth quarter, demonstrating confidence in its valuation.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Corpay anticipates strong growth in fiscal year 2026, with projected increases in revenue and adjusted earnings per share, driven by business fundamentals, accretive acquisitions, and favorable macroeconomic conditions. The first quarter of 2026 is expected to show significant organic revenue growth and adjusted EPS growth, with performance building throughout the year.
Positive Outlook
- Total revenues are projected to be between $5,215 million and $5,315 million for FY 2026.
- Adjusted net income per diluted share is expected to be between $25.50 and $26.50 for FY 2026.
- Full year 2026 organic revenue growth is anticipated to be 10%.
- First quarter organic revenue growth is expected to be 9% at the midpoint.
- Adjusted EPS for Q1 2026 is expected to grow over 20%.
Challenges Ahead
- Weighted average U.S. fuel prices are assumed to be $2.90 per gallon, which could fluctuate.
- Foreign exchange rates are based on the January 2026, 60-day average, subject to market volatility.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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