CPAY Earnings Prediction
The chart below shows how CPAY performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CPAY sees a -0.40% change in stock price 10 days leading up to the earnings, and a +1.71% change 10 days following the report. On the earnings day itself, the stock moves by -0.14%. This data can give you a slight idea of what to expect for the next quarter's release.
CPAY Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.03B
10.36%
0.51%
Gross Margin
68.95%
-0.86%
-0.88%
Operating Margin
44.18%
-2.34%
-2.88%
Net Margin
23.78%
-12.89%
-11.40%
EPS
3.44
-1.43%
-11.79%
No Data Available
CPAY Earnings Analysis
Corpay Inc Corporation (CPAY.N) Earnings Conference Call
Positive
Q4 Revenue and EPS Growth: Q4 revenue of $1,034 million, up 10% year-over-year, with cash EPS of $5.36, reflecting a 21% increase.
Q4 Organic Revenue Acceleration: Organic revenue growth accelerated to 12% in Q4, with Corporate Payments achieving 26% organic revenue growth.
Cash EPS Growth: Full year 2024 cash EPS increased by 16% excluding the impact of the Russia business, reaching $19 per share.
2025 Revenue and EPS Growth: 2025 guidance projects revenue of $4.4 billion and cash EPS of $21, both up 11% from the previous year.
Corporate Payments Revenue Growth: Corporate Payments revenue grew 26% in Q4 and 20% for the full year, demonstrating strong demand and effective integration of acquisitions.
Negative
Earnings Miss Reported: Corpay, Inc. misses on earnings expectations with reported EPS of $5.36, falling short of the expected $5.37.
Q4 Revenue Impact Analysis: Q4 revenue of $1,034 million was impacted by approximately $20 million of negative macro conditions, primarily due to unfavorable FX rates.
Organic Revenue Performance: Despite a 10% increase in revenue, organic revenue growth was slightly under guidance due to lower-than-expected gift card shipments.
Print Revenue Decline Forecast: The company anticipates print revenue to be compressed by over $100 million in 2025 due to unfavorable macro conditions, including weak international currencies and a higher tax rate.
Cash EPS Compression: Cash EPS is expected to be compressed by about $1.20 in 2025, reflecting the negative impact of macroeconomic factors.
CPAY FAQs
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CPAY Earning Call Sentiment
Corpay, Inc. (NYSE:CPAY) Q4 2024 Earnings Call Transcript
CPAY.N
-1.98%Positive
The earnings call shows strong financial performance with a 10% revenue increase and 21% EPS growth, alongside a solid shareholder return plan with significant share repurchases. Despite some macroeconomic challenges and supply chain issues, the company maintains optimistic guidance with strong organic revenue growth in Corporate Payments. The Q&A reveals positive momentum in key areas like Vehicle Payments and plans for European expansion, further supporting a positive outlook. The stock is likely to see a positive reaction in the short term, with potential gains between 2% and 8%.
