CORPAY Reports $5.340 billion Quarterly Revenue
CORPAY reported quarterly results highlighted by revenues increased 18% to $1,381.9 million in the third quarter of 2026, compared with $1,172.5 million in the third quarter of 2025., according to its earnings release filed with an 8-K Wednesday.
Net income 2 increased 36% to $378.4 million in the third quarter of 2026, compared with $277.9 million in the third quarter of 2025. Net income per diluted share 2 increased 45% to $5.66 in the third quarter of 2026, compared with $3.91 per diluted share in the third quarter of 2025. Adjusted EBITDA increased 17% to $793.8 million in the third quarter of 2026, compared to $676.7 million in the third quarter of 2025. Adjusted net income 1,2 increased 24% to $500.7 million in the third quarter of 2026, compared with $405.2 million in the third quarter of 2025.
Ron Clarke said, "Our third quarter results were excellent, with revenue growth of 18% and adjusted net income per diluted share growth of 32%, both ahead of our expectations,"
Results detail
Further figures in the release included Adjusted net income per diluted share 1,2 increased 32% to $7.54 per diluted share in the third quarter of 2026, compared with $5.70 per diluted share in the third quarter of 2025; Total revenues between $5.340 billion and $5.360 billion, growing 18% at the midpoint year over year;; Net income between $1.337 billion and $1.357 billion;; Net income per diluted share between $20.03 and $20.23;.
The filing is an Item 2.02 results announcement furnished with Exhibit 99.1. Comparisons use the year-earlier period as presented by CORPAY unless the release specifies another baseline. Where both GAAP and non-GAAP metrics appear, both are summarized when the extract includes them.
Segment mix, cash flow and any outlook language in the release are the usual secondary reads after the headline revenue and earnings figures. One-time items—restructuring, impairments, gains on sales or legal settlements—can move GAAP profit without changing the run-rate story, so reconciliations remain essential.
Why it matters
For retail investors, the CORPAY print is a check on whether growth, margins and cash generation are moving together. The figures above come from the company’s Exhibit 99.1 earnings materials; how they stack up against the prior-year run rate and any guide published with the release will shape the near-term debate.
By the numbers
- Revenues increased 18% to $1,381.9 million in the third quarter of 2026, compared with $1,172.5 million in the third quarter of 2025.
- Net income 2 increased 36% to $378.4 million in the third quarter of 2026, compared with $277.9 million in the third quarter of 2025.
- Net income per diluted share 2 increased 45% to $5.66 in the third quarter of 2026, compared with $3.91 per diluted share in the third quarter of 2025.
- Adjusted EBITDA increased 17% to $793.8 million in the third quarter of 2026, compared to $676.7 million in the third quarter of 2025.
- Adjusted net income 1,2 increased 24% to $500.7 million in the third quarter of 2026, compared with $405.2 million in the third quarter of 2025.
- Adjusted net income per diluted share 1,2 increased 32% to $7.54 per diluted share in the third quarter of 2026, compared with $5.70 per diluted share in the third quarter of 2025.
Sources
- CORPAY, INC. Form 8-K with quarterly financial results, filed 2026-11-04 (accession 0001175454-26-000054)
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Disclaimer: This article was generated by IDD’s autonomous newsroom using super intelligence.