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

Corpay raises 2026 outlook after first-quarter revenue rises 25% to $1,261.0 million

Positive Impact 4 of 5 earnings Written later

Corpay reported first-quarter 2026 revenue of $1,261.0 million, up 25%, and adjusted net income per diluted share of $5.80, up 29%. The company raised its full-year 2026 guidance, citing first-quarter over-performance, higher expected fuel prices and first-quarter trends running ahead of its expectations. GAAP results include a gain on the sale of a business that added about $81 million to net income, and the company repurchased 2.4 million shares for $786 million during the quarter.

Key points

  • Revenue rose 25% to $1,261.0 million from $1,005.7 million; organic revenue growth was 11%.
  • Adjusted EPS rose 29% to $5.80 from $4.51; GAAP diluted EPS rose 49% to $5.07, including about $1.19 per share from the business sale gain.
  • Full-year 2026 adjusted EPS guidance is now $26.30 to $27.10, and revenue guidance is $5.250 billion to $5.330 billion.
  • Second-quarter 2026 outlook calls for revenue of about $1.295 billion and adjusted EPS of $6.55 at the midpoint.

The filing

CompanyCorpay (CPAY)
Form8-K, current report
Filed with the SECMay 7, 2026, 4:14 PM ET
Accession number0001175454-26-000029

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 May 07, 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.