Form 8-K · Current report

Corpay 8-K, filed Nov 4, 2026

Filed
CIK
0001175454
Accession no.
0001175454-26-000054
AI-generated summary

Summary

Corpay reported third-quarter 2026 results with 18% revenue growth to $1.38 billion and 32% adjusted EPS growth to $7.54 per diluted share, and raised its full-year 2026 guidance to revenue of about $5.35 billion and adjusted EPS of $28.00 at the midpoint, according to CEO Ron Clarke and CFO Peter Walker. Guidance assumes a full-year adjusted effective tax rate of roughly 24% to 26%, interest expense of $435 million to $455 million, and U.S. fuel prices of $4.90 per gallon for the rest of the year.

Key points

  • Corpay reported third-quarter 2026 revenue of $1,381.9 million, up 18% from $1,172.5 million a year earlier, with organic revenue growth of 11%.
  • GAAP net income rose 36% to $378.4 million, or $5.66 per diluted share; adjusted net income per diluted share rose 32% to $7.54.
  • Adjusted EBITDA increased 17% to $793.8 million, and Corporate Payments posted 18% organic revenue growth with 57.4% EBITDA margins.
  • Corpay repurchased 1.9 million shares for $747 million in the quarter, bringing year-to-date buybacks to 5.25 million shares for $1.85 billion.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 7.01Regulation FD Disclosure
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 Results of Operations and Financial Condition. On November 4, 2026, Corpay, Inc. (the "Company") issued a press release announcing its financial results for the three and nine months ended September 30, 2026. A copy of the press release is attached as Exhibit 99.1, which is incorporated by reference in its entirety. The information in this item, including Exhibit 99.1, is being furnished, not filed. Accordingly, the information in this item will not be incorporated by reference into any registration statement filed by Corpay, Inc. under the Securities Act of 1933, as amended, unless specifically identified as being incorporated into it by reference. …

An excerpt of the text as filed with the SEC, cut for length.

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