Corpay's second quarter revenue grew 21% to $1.34B and adjusted EPS jumped 36%, prompting raised FY26 guidance.

Corpay reported strong second-quarter 2026 results, with both revenue and adjusted earnings per share exceeding analyst expectations. Revenue increased 21% year-over-year to $1.34 billion, while adjusted EPS grew 36% to $7.00. The company's organic revenue growth of 10% met the key investor benchmark for the quarter. In response to the strong performance, Corpay raised its full-year 2026 guidance.

Key Highlights

• Second quarter revenue grew 21% to $1.34 billion, surpassing the $1.30 billion estimate, driven by 10% organic growth which met expectations.
• Adjusted EPS rose 36% to $7.00, beating the consensus estimate of $6.58.
• The Corporate Payments segment was a key driver, delivering 16% organic revenue growth.
• Corpay raised its full-year 2026 adjusted EPS guidance to a new range of $27.15 to $27.55.
• GAAP results were impacted by a $100 million charge related to a preliminary settlement with the FTC.