CPAY Corpay (CPAY) Q2 FY26 earnings call
Corpay delivered an outstanding second quarter, driven by strong organic growth across its core segments and favorable macro conditions, leading to record cash EPS. The company raised its full-year guidance, reflecting confidence in its compounding model and strategic focus on simplifying its portfolio to double down on spend management, vehicle, and cross-border businesses, with a long-term vision for significant expansion.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
CPAY operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Retention rate | 93.5%Overall retention finished at 93.5%.Source: earnings call transcript | 93%Retention remaining steady at 93%.Source: earnings call transcript | -0.5 pt |
| Payments volume Corporate Payments | $82BOverall, Corporate Payments performance was driven by growth in spend volumes, which increased organically 43% to $82 billion.Source: earnings call transcript | $95BOverall, Corporate Payments continued to be driven by strong underlying customer activity with organic spend increasing 43% to $95 billion.Source: earnings call transcript | +15.9% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.