收购与收入预期 - Corpay签署了以7.25亿美元收购GPS Capital Markets LLC的最终协议[5] - 预计2024财年GPS的收入约为1亿美元，EBITDA利润率中位数为40%[7] - Paymerang预计于2024年7月1日完成交易，预计2024财年收入约为5000万美元[11] - 两项收购预计将在2025年对现有企业支付收入增加约15%[12] - 预计到2026年，企业支付业务的收入接近20亿美元[14] - 自2016年以来，GPS的收入年复合增长率约为19%[6] 资本配置与财务指标 - 2024年资本配置预计将部署约21亿美元，其中约9亿美元用于股票回购[16] - 预计475百万美元用于Paymerang收购，725百万美元用于GPS收购[16] - Corpay的非GAAP财务指标用于评估整体运营表现，可能与行业内其他公司的定义不同[3] 用户数据与市场扩张 - Paymerang的网络拥有超过250,000个供应商，预计将扩展供应商网络[11]

It has been about a month since the last earnings report for Corpay (CPAY) . Shares have added about 0.3% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Corpay due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns out ...

Corpay (CPAY) FY Conference June 04, 2025 12:20 PM ET Speaker0 I'm Andrew Jeffrey. I'm a FinTech analyst at William Blair. And I need to read the obligatory disclosures, namely that a complete list of research disclosures or potential conflicts of interest can be found on our website, williamblair.com. So it's my pleasure to be joined on stage today by Alyssa Vickery, the Interim CFO and CAO at CorPay. CorPay to us is one of the more interesting names on the page for a variety of reasons. One, it's an extre ...

NEW YORK, May 27, 2025 /PRNewswire/ -- Purcell & Lefkowitz LLP announces that it is investigating Corpay, Inc. (NYSE: CPAY) on behalf of the company's shareholders.  The investigation seeks to determine whether Corpay's directors breached their fiduciary duties in connection with recent corporate actions.If you are a shareholder of Corpay, Inc. and are interested in obtaining additional information about your rights and options, please visit us at: https://pjlfirm.com/corpay-inc/You may also contact Robert ...

纪要涉及的公司 Corpay（CPAY）、Mastercard、Avid Exchange、Alpha Group、Gringo、ZapPay、FEMA 纪要提到的核心观点和论据 宏观经济与业务趋势 - 目前公司业务受宏观经济影响不大，交易量和趋势稳定且呈上升态势，处于较好状态，但仍需持续关注政治环境对市场的影响[3][4] 公司业务板块情况 - **公司支付业务** - 由国内应付账款业务和国际支付业务（主要是跨境FX产品）组成，过去几年增长迅速，两者比例约为40%和60%；国内应付账款业务中，直接业务占比约90%，是主要收入来源且客户粘性高[5][6][7] - 与Mastercard达成合作，Mastercard投资约3亿美元获得跨境业务不到3%的股份，公司成为其向金融机构客户提供跨境服务的独家合作伙伴，有望在2026年为跨境收入带来2 - 3个百分点的增长[9][13] - **车辆支付业务** - 三年前业务模式转向更健康、规模更大的上游客户，目前取得积极进展，同店销售趋势稳定，连续五个季度达到预期，客户留存率同比提高2 - 3个百分点，年流失率低于7.5%，有信心实现20%的销售增长目标[29][33][34] - 退出微型车队业务后，客户质量提高，业务在宏观经济环境中更具稳定性，目前OTR业务未受关税影响，但需关注夏季情况[39][43] - **巴西业务** - 收购Gringo和ZapPay，这两家公司从事车辆债务业务，与公司现有业务契合，为超过700万应用用户增加了新的产品功能，新增2000万用户，通过帮助用户及时支付违规罚单节省费用并收取服务费，提升了产品吸引力[48][50][51] - **住宿业务** - 第一季度有机增长持平，主要因去年同期中东冲突导致的客运业务量高峰未再现，且客户业务出现疲软；公司产品能为客户节省成本、提供支出控制，预计下半年有望实现中个位数增长；与FEMA的业务会带来高交易量但低费率，能增加网络流量[56][57][58] 并购相关情况 - 公司对并购的兴趣高，不会暂停，将把资金投入到能为公司带来规模增长、增加收益且符合公司战略的项目上，未来重点可能在公司支付领域[24][25][26] - 目前并购环境有所改善，如Avid Exchange的收购价格与两年前相比更合理，且此次投资明年将为公司带来收益[27] - 计划剥离约20亿美元的非核心业务，目前处于早期阶段，尚未聘请银行家，将在合适价格和买家的情况下进行处置，以获取流动性并专注于核心业务增长[62][64][66] 电动汽车业务 - 公司已为服务欧洲和英国的车队客户在电动汽车领域进行了收购和功能建设，但目前该话题热度下降，欧洲相关监管有所放松，公司认为这是长期业务，已做好准备且对燃料类型持中立态度，目前业务规模较小且处于早期阶段[69][70][71] 其他重要但是可能被忽略的内容 - 公司董事会拒绝了对Alpha Group的初始收购报价，发言人无法提供更多评论[19] - 住宿业务中与FEMA的合作会带来业务量的波动，但能增加网络流量，是公司的良好合作伙伴[59][61]

Corpay, Inc. (CPAY) has had a remarkable run over the past year. The company’s shares have gained 25% in that period compared with its industry and the Zacks S&P 500 composite’s growth of 25.6% and 13.6%, respectively.Corpay, Inc. Price CPAY’s revenues are expected to rise 11.3% year over year in 2025 and 10.6% in 2026. Its earnings are estimated to increase 10.4% in 2025 and 16% in 2026.CPAY Raised 2025 Top-Line OutlookFor 2025, Corpayraised the revenue guidance to $4.38-$4.46 billion from the preceding qu ...

Longstanding partnership supports shared customer S.T. Wooten with seamless, secure payment workflows.ATLANTA and SCOTTSDALE, Ariz., May 19, 2025 /PRNewswire/ -- Corpay, a global leader in business payments, and Computer Guidance Corporation, a leading provider of construction enterprise resource planning (ERP) software, today announced the release of a new joint case study showcasing the impact of their integrated accounts payable (AP) automation solution for mutual customer, S.T. Wooten.For years, the two ...

Corpay, Inc. (CPAY) delivered robust results in the first quarter of 2025, driven by higher sales of corporate payment solutions. The earnings beat impressed the market as the company’s shares gained 8.1% since the earnings release on May 6.CPAY posted adjusted earnings per share of $4.51, beating the Zacks Consensus Estimate by a slight margin. This represents 10% year-over-year growth in the bottom line. Total revenues registered a rise of 7.5% from the preceding year to $1 billion. However, the top line ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________________ FORM 10-Q _________________________________________________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period ...

Corpay, Inc. Price, Consensus and EPS Surprise Corpay's Segmental Results Vehicle payments' revenues of $487.1 million declined marginally from the year-ago quarter. This figure missed our estimate of $506.7 million. Despite a marginal decline, CPAY showed promising growth across Brazil, fueled by an increase in toll tags and electric vehicle offerings across the U.K. and Europe. Revenues from corporate payments amounted to $352.7 million, increasing 33% year over year, beating our estimate of $335.7 millio ...