CORPAY, INC. — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 38/100
What the filing says
Corpay reported Q2 2026 revenues of $1.339B (21% YoY growth, 10% organic), with adjusted EPS of $7.00 (36% YoY growth). The company recorded a $100M charge for a preliminary FTC settlement with the Bureau of Consumer Protection regarding a previously disclosed matter, subject to customary approval. GAAP net income fell 13% to $248.3M due to the charge and higher other expenses. The company repurchased 1M shares for $321M and raised full-year 2026 guidance: revenues $5.29-5.33B (17% growth), adjusted EPS $27.15-27.55 (28% growth); Q3 guided at $1.355B revenue and $7.15 adjusted EPS.
Why this rating
FTC settlement ($100M = 0.4% of market cap, 7.5% of Q2 net income) is material but non-recurring. Strong organic growth and raised guidance offset charge. Settlement removes regulatory overhang but is compliance cost.
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