Key Takeaways CPAY's Q3 EPS of $5.7 beat estimates by 1.2% and grew 14% y/y.Revenues grew 13.9% to $1.2B, driven by strength in vehicle and corporate payments.CPAY raised the 2025 guidance for revenues and adjusted net income per share.Corpay, Inc. (CPAY) reported impressive third-quarter 2025 results, wherein earnings and revenues beat the Zacks Consensus Estimate.CPAY’s earnings per share of $5.7 beat the consensus estimate by 1.2% and rose 14% year over year. The total revenues of $1.2 billion surpassed ...

Corpay (NYSE:CPAY) Q3 2025 Earnings Call November 05, 2025 05:30 PM ET Speaker0Good afternoon, and thank you for joining us today for our earnings call to discuss third quarter 2025 results. With me today are Ron Clarke, our Chairman and CEO, and Peter Walker, our CFO. Our earnings release and supplemental materials for the quarter are available on the Investor Relations section of corpay.com. Please refer to these materials for an explanation of the non-GAAP financial measures discussed on this call, along ...

Corpay (CPAY) came out with quarterly earnings of $5.7 per share, beating the Zacks Consensus Estimate of $5.63 per share. This compares to earnings of $5 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.24%. A quarter ago, it was expected that this provider of fuel card and payment products for businesses would post earnings of $5.13 per share when it actually produced earnings of $5.13, delivering no surprise.Over the last ...

Q3 2025 Earnings Release Supplement Refer to earnings release dated November 5, 2025 for further information ^ - dark blue-teal #00B5E2 ^ - light raspberry #981239 ^ - dark raspberry #981239 ^ - light blue-teal #59CBE8 ^ - cool gray 1 #E6E8E7 ^ - maroon #3D1628 Q3 Safe Harbor Provision 2025 ^ This presentation contains forward-looking statements within the meaning of the federal securities laws. Statements that are not historical facts, including statements about Corpay's beliefs, assumptions, expectations ...

EXECUTION VERSION SEVENTEENTH AMENDMENT TO CREDIT AGREEMENT Dated as of November 5, 2025 among CORPAY TECHNOLOGIES OPERATING COMPANY, LLC, as the Company, CORPAY, INC., as the Parent, THE DESIGNATED BORROWERS PARTY HERETO, CAMBRIDGE MERCANTILE CORP. (U.S.A.), as the Additional Borrower, THE OTHER GUARANTORS PARTY HERETO, THE INCREMENTAL LENDERS PARTY HERETO, and BANK OF AMERICA, N.A., as the Administrative Agent and the Foreign Swing Line Lender BANK OF AMERICA, N.A., BARCLAYS BANK PLC, JPMORGAN CHASE BANK, ...

With a market cap of $20.1 billion, Corpay, Inc. (CPAY) is a global corporate payments leader that helps businesses and consumers manage expenses efficiently through modern payment solutions. With over 800,000 clients worldwide, Corpay simplifies vehicle, travel, and vendor payments, driving time and cost savings across industries. The Atlanta, Georgia-based company is expected to announce its fiscal Q3 2025 results after the market closes on Wednesday, Nov. 5. Ahead of this event, analysts expect Corpay ...

ATLANTA--(BUSINESS WIRE)--Corpay, Inc. (NYSE: CPAY), the corporate payments company, today announced along with Alpha Group International PLC, the satisfaction of regulatory conditions for the previously announced acquisition of Alpha. Satisfaction of Regulatory Conditions In addition to the Alpha shareholder approval received on September 22, 2025, the companies have received the approval of the FCA, MFSA and the Italian FDI Authority. While the completion of the Acquisition remains subject to. ...

交易概述 - Corpay公司与TPG已完成对AvidXchange Holdings公司的私有化收购交易 [1] - 该交易最初于2025年5月6日宣布 [1] - Corpay公司投资约5.5亿美元获得AvidXchange公司34%的股权 [1] 财务影响 - 预计该交易对2025年第四季度业绩略有增厚 [1] - 预计该交易将在2026年对Corpay公司盈利产生增厚效应 [1]

交易概述 - TPG与Corpay完成对AvidXchange Holdings Inc的收购 交易价格为每股10美元 公司总估值约为22亿美元[1] - 交易完成后 AvidXchange成为私人公司 其股票已停止在纳斯达克全球精选市场交易[1][5] - 该交易于2025年5月6日宣布 于2025年9月16日获得AvidXchange股东批准 并于2025年10月15日完成[4] 收购方结构与战略意图 - TPG通过其美国和欧洲大型私募股权平台TPG Capital收购了AvidXchange的多数股权[4] - Corpay收购了公司的少数股权[4] - TPG认为此次合作将加速AvidXchange的增长并释放其长期潜力[2] - Corpay预计公司中期将实现更高增长和更强盈利能力[3] 公司业务与市场地位 - AvidXchange是面向中间市场企业及其供应商的应付账款自动化软件和支付解决方案领先提供商[7] - 公司基于软件即服务的端到端平台为超过8500家企业实现应付账款工作流程的数字化和自动化[7] - 在过去五年中 公司已向其买家的超过135万家供应商客户完成付款[7] 收购方背景 - TPG是一家全球领先的另类资产管理公司 成立于1992年 资产管理规模达2610亿美元[8] - Corpay是一家全球S&P 500公司 为全球企业提供商务卡和应付账款自动化解决方案[9]

文章核心观点 - 文章旨在比较金融交易服务行业的两家公司Corpay和MasterCard 以确定哪只股票为价值投资者提供更好的投资价值 [1] - 基于关键的估值指标对比 分析认为Corpay是目前更优的价值投资选择 [6] 公司估值比较 - Corpay的远期市盈率为13.29 远低于MasterCard的34.15 [5] - Corpay的市盈增长比率为1.01 显著低于MasterCard的2.28 [5] - Corpay的市净率为4.98 远低于MasterCard的64 [6] 投资评级与风格 - 两家公司均拥有Zacks排名第二级 即买入评级 表明其盈利预期修正趋势向好 [3] - 价值投资风格评分基于市盈率 市销率 收益收益率和每股现金流等一系列关键指标 [4] - Corpay的价值投资风格评级为B级 而MasterCard的评级为D级 [6]