Corpay Announces Q3 EPS of $5.70, Exceeding Consensus Estimate of $5.64
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 05 2025
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Q3 Revenue Performance: Corpay, Inc. reported Q3 revenue of $1.17 billion, slightly above the consensus estimate of $1.16 billion.
Organic Growth Improvement: The company experienced a significant organic growth increase of 500 basis points year-over-year, reaching 11% in Q3, driven by the Vehicle Payments segment, particularly in the U.S. market.
Corporate Payments Segment Growth: The Corporate Payments segment showed strong organic revenue growth of 17%, despite facing a 100 basis point drag from float revenue compression due to lower interest rates.
CFO Statement: Peter Walker, CFO of Corpay, highlighted the positive trends in both the Vehicle Payments and Corporate Payments segments as key contributors to the company's growth.
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Analyst Views on CPAY
Wall Street analysts forecast CPAY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CPAY is 356.20 USD with a low forecast of 315.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
8 Buy
3 Hold
0 Sell
Moderate Buy
Current: 322.340
Low
315.00
Averages
356.20
High
400.00
Current: 322.340
Low
315.00
Averages
356.20
High
400.00
About CPAY
Corpay, Inc. is a corporate payments company that helps businesses and consumers manage and pay expenses. The Company's suite of payment solutions helps customers to manage vehicle-related expenses, such as fueling and parking; travel expenses, such as hotel bookings; and accounts payable, such as paying vendors. Its segments include Vehicle Payments, Corporate Payments, Lodging Payments and Other. Its solutions include AP Automation, Cross-Border, Purchasing and T&E Cards, and Virtual Card. Its AP Automation solutions include Payments Automation, Invoice Automation, Purchase Order Automation and Integrations. Its Virtual Card solution provides a single-use card number for a specific amount, usable within a defined timeframe. Its trading platform and integrated payment solutions, which can be customized as per client’s business requirements. Its Cross-Border solution is used by its customers to pay international vendors, foreign office and for-profit repatriation and dividends.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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