AI brief of an SEC Form 8-K · Corpay (CPAY)

Corpay Q4 revenue up 21% to $1.25 billion; 2026 outlook; PayByPhone sale

Positive Impact 4 of 5 earnings Written later

Corpay reported fourth-quarter 2025 revenue of $1,248.2 million, up 21%, and adjusted diluted EPS of $6.04, up 13%, both of which the company said finished ahead of its expectations. It also issued 2026 guidance calling for total revenues of $5,215 million to $5,315 million and adjusted EPS of $25.50 to $26.50, and agreed to sell its PayByPhone mobile parking payments business to Lightyear Capital.

Key points

  • Q4 2025 revenue $1,248.2 million, up 21% from $1,034.4 million; organic revenue growth 11%
  • Q4 GAAP diluted EPS $3.75 vs. $3.44 a year earlier; adjusted diluted EPS $6.04 vs. $5.36
  • 2026 guidance: total revenues $5,215 million to $5,315 million; adjusted diluted EPS $25.50 to $26.50
  • Definitive agreement to sell PayByPhone to Lightyear Capital; price and closing timing are not stated in the filing

The filing

CompanyCorpay (CPAY)
Form8-K, current report
Filed with the SECFeb 4, 2026, 4:17 PM ET
Accession number0001175454-26-000008

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:10 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.