The earnings call presented a balanced view with strong revenue growth, successful M&A activities, and positive sales and retention metrics highlighted. However, challenges in the US vehicle payments segment, a fuel spread revenue shortfall, and potential tariff impacts were noted as concerns.
Company Guidance
During Corpay's First Quarter 2025 Earnings Call, the company provided several key financial metrics and guidance for the year. Corpay reported first-quarter revenue of $1.6 billion, an 8% increase from the previous year, and cash EPS of $451 million, which rose by 10%. Organic revenue growth was reported at 9%, with vehicle payments contributing an 8% increase and corporate payments seeing a 19% rise. Despite an uncertain macroeconomic environment, the company maintained its full-year 2025 guidance at a revenue range of $4 billion to $4.2 billion and cash EPS of $21. Corpay expects full-year organic revenue growth to reach 11%, supported by recent acquisitions, including Gringo in Brazil, and strategic partnerships like the one with Mastercard for cross-border services. The company is also considering divesting non-core businesses to generate up to $2 billion in liquidity. With a strong start to the year and several strategic initiatives underway, Corpay remains focused on expanding its corporate payments segment and achieving its 2025 top priorities.
Strong Revenue Growth
Reported Q1 2025 revenue of $1.6 billion, up 8% year-over-year. Organic revenue growth was 9%, with vehicle payments growing 8% and corporate payments growing 19%.
Successful M&A Activities
Announced a strategic partnership with Mastercard, valuing the Cross-Border unit at over $10 billion, and a $500 million minority investment in Avid to enhance B2B invoice automation.
Positive Sales and Retention Metrics
Sales or new bookings were up 35% compared to Q1 last year. Retention rate stayed steady at 92%.
Promising Cross-Border Business
Cross-border sales grew 51% year-over-year, with revenue increasing 18% organically.
Corpay Inc (CPAY) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CPAY Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 06, 2025
$326.29
$325.85
-0.13%
Feb 05, 2025
$388.67
$389.55
+0.23%
Nov 07, 2024
$346.50
$366.01
+5.63%
Aug 07, 2024
$270.28
$286.33
+5.94%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Corpay Inc (CPAY) report earnings?
Corpay Inc (CPAY) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is Corpay Inc (CPAY) earnings time?
Corpay Inc (CPAY) earnings time is at Aug 06, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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