Corpay's stock surged 10.06% in post-market trading on Wednesday, marking a significant 24-hour gain for the corporate payments company.
The sharp rise followed the release of Corpay's fourth-quarter 2025 financial results, which exceeded analyst expectations across key metrics. The company reported adjusted earnings per share of $6.04, beating the consensus estimate of $5.94, while revenue climbed 21% year-over-year to $1.25 billion, also surpassing expectations. The strong performance was driven by resilient business spending, particularly in the corporate payments segment which saw revenue jump 39%.
Adding to the positive sentiment, Corpay provided optimistic guidance for 2026, forecasting adjusted EPS in the range of $25.50 to $26.50 compared to analyst estimates of $24.73. The company also announced an agreement to sell its non-core PayByPhone mobile parking payments business to Lightyear Capital, a move intended to simplify its portfolio and accelerate its focus on corporate payments solutions.
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