Every material Form 8-K Corpay filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Corpay, Inc. reported third-quarter 2026 results featuring an 18% increase in revenues to $1.38 billion and a 32% increase in adjusted net income per diluted share to $7.54. Driven by strong operational performance, management raised its full-year 2026 financial outlook, projecting revenue of approximately $5.35 billion at the midpoint. Shareholders also benefited from ongoing share repurchases totaling $1.85 billion through the end of the quarter.
Revenues grew 18% year-over-year to $1,381.9 million for the third quarter ended September 30, 2026.
Adjusted net income per diluted share increased 32% to $7.54 for the third quarter of 2026.
Full-year 2026 guidance was raised to a midpoint of $5.35 billion in revenue and $28.00 in adjusted net income per diluted share.
The company repurchased 5.25 million shares for $1.85 billion through the end of the third quarter of 2026.
Corpay reported second-quarter 2026 revenue of $1.34 billion, up 21% from a year earlier, and adjusted EPS of $7.00, up 36%. GAAP net income fell 13% to $248.3 million after a $100 million charge for a preliminary FTC settlement, and the company raised its full-year 2026 revenue and adjusted EPS guidance.
Q2 2026 revenues rose 21% to $1,338.8 million; GAAP diluted EPS fell 7% to $3.70 from $3.98.
Adjusted net income per diluted share rose 36% to $7.00 from $5.13; organic revenue growth was 10%.
FY2026 guidance: revenue of $5.290 billion to $5.330 billion and adjusted EPS of $27.15 to $27.55, up from prior levels.
Company repurchased 1 million shares for $321 million in the quarter and reported 2.55x leverage.
Corpay's Compensation Committee approved special performance-based restricted stock unit grants to Ronald F. Clarke and Armando L. Netto on July 22, 2026. The awards vest only if Corpay's stock closes at or above $425.00, $450.00 or $475.00 on five separate trading days before August 31, 2028, and are meant to align their pay with shareholder stock price gains and aid retention.
Grant date July 22, 2026; performance period runs through August 31, 2028
Clarke received 300,000 PSUs; Netto received 28,213 PSUs
Vesting tiers tied to stock price hurdles of $425.00, $450.00 and $475.00 on five separate trading days
Corpay entered into an eighteenth amendment to its credit agreement on May 21, 2026, increasing its revolving credit facility to $3.7 billion and Term Loan A to $3.3 billion, both maturing May 21, 2031, and increasing Term Loan B-6 to $2.95 billion. The company used proceeds to repay its Term Loan B-5 in full, and says the refinancing will lower annual interest expense and increase liquidity.
Revolving credit commitments rise by $0.9 billion to $3.7 billion; Term Loan A rises by $0.4 billion to $3.3 billion, both maturing May 21, 2031
Term Loan B-6 increases by $2.05 billion to $2.95 billion, maturing November 5, 2032
Term Loan B-5 repaid in full using Term Loan A and revolver proceeds of $1.0 billion and Term Loan B-6 proceeds of $2.05 billion
Company states USD interest rates are 10 basis points lower than the existing facilities
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.
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.
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.
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
Corpay, Inc. said on January 22, 2026 that its board appointed David Bunch as an independent director, effective immediately. Mr. Bunch is Group Executive Vice President for Mobility & Convenience at Shell PLC, and the company said his experience in managing large scale and digital platforms will add to the board.
Appointed to the board effective January 22, 2026; the board determined he is independent under NYSE listing standards.
Currently Group Executive Vice President for Mobility & Convenience at Shell PLC, a network of over 40,000 convenience, B2B, and EV mobility sites.
He will receive the company's customary non-employee director compensation starting January 22, 2026, and has signed the company's standard indemnification agreement.
No arrangement or understanding with the company and no related-party transactions requiring disclosure, according to the filing.
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