CORPAY, INC. — Earnings
Most recent reported period: FY2025 (Q4) (filed for period ending 2025-12-31) · sourced from SEC EDGAR
Next earnings (estimated): Wed, April 1, 2026 — 29 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2025-12-31 | $1.25B | ↑+20.7% | $264M | ↑+7.5% | 45.2% |
| 2025-09-30 | $1.17B | ↑+13.9% | $278M | ↑+0.6% | 44.6% |
| 2025-06-30 | $1.10B | ↑+12.9% | $284M | ↑+12.9% | 43.5% |
| 2025-03-31 | $1.01B | ↑+7.5% | $244M | ↑+6.1% | 42.5% |
| 2024-12-31 | $1.03B | ↑+10.4% | $246M | ↓-3.9% | 47.2% |
| 2024-09-30 | $1.03B | ↑+6.0% | $276M | ↑+1.8% | 45.5% |
| 2024-06-30 | $976M | ↑+2.9% | $252M | ↑+5.0% | 44.4% |
| 2024-03-31 | $935M | ↑+3.8% | $230M | ↑+7.0% | 42.5% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2025 (Q4)
Revenue
$1.25B
↑+20.7% +$214M YoY
Net Income
$264M
↑+7.5% +$19M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 64 quarters
margin trajectory tells the operating-leverage storyGross Margin↑+0.8pts
52.7%
Operating Margin↓-2.0pts
45.2%
Net Margin↓-2.6pts
21.2%
Go deeper
CPAY Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyCPAY Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics