Corpay posts strong Q3 2026 results and lifts full‑year outlook

Corpay reported third‑quarter 2026 revenue of $1,381.9 million, up 18% year‑over‑year, and net income of $378.4 million, up 36%. Adjusted earnings per diluted share rose 32% to $7.54 and adjusted EBITDA increased 17% to $793.8 million. The company raised its full‑year 2026 revenue guidance to $5.340‑$5.360 billion and adjusted EPS guidance to $27.90‑$28.10, and it forecast Q4 revenue of about $1.37 billion and adjusted EPS of $7.65.

The company says the higher guidance reflects stronger demand and should support a higher valuation for CPAY. Analysts note the earnings beat and upgraded outlook may drive further price appreciation.

  • 1Revenue increased 18% to $1,381.9 million in Q3 2026 versus $1,172.5 million in Q3 2025.
  • 2Net income rose 36% to $378.4 million in Q3 2026 versus $277.9 million in Q3 2025.
  • 3Organic revenue growth was 11% in the quarter.
  • 4Adjusted EBITDA grew 17% to $793.8 million in Q3 2026.
  • 5Adjusted earnings per diluted share increased 32% to $7.54 in Q3 2026.
  • 6Full‑year 2026 revenue guidance was raised to $5.340‑$5.360 billion, representing 18% growth at the midpoint.

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