Corpay, Inc. (CPAY)

Corpay, Inc. beat consensus on both lines, with adjusted EPS of $7.00, up from $5.13 a year earlier, topping the $6.58 estimate by 6.4% and revenue of about $1.3 billion edging the $1.30 billion consensus by 3.0% in the second fiscal quarter of 2026, reported Aug. 5 based on preliminary results. Revenue rose about 22% from $1.10 billion a year ago, while gross margin held near 79% and operating margin came in around 35% as operating income reached about $471 million. Net income was about $248 million, down about 13% from $284.2 million a year earlier, and operating cash flow was about $1.4 billion; the company repurchased about $1.1 billion of stock. Consensus for the next period calls for EPS of $7.02 on revenue of $1.35 billion.