CORPAY, INC. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Corpay reported Q3 2026 revenues of $1.382B (18% YoY growth; 11% organic) and adjusted net income per diluted share of $7.54 (32% YoY growth). The company repurchased 5.25M shares for $1.85B YTD (1.9M shares for $747M in Q3). Full-year 2026 guidance was raised to $5.35B revenue (18% growth) and $28.00 adjusted EPS (31% growth), both at midpoints.
Why this rating
Strong organic growth (11%) and margin expansion (57.4% EBITDA) are solid, but $1.85B buyback is 8% of market cap—substantial. Guidance raise reflects execution, not transformational. Material but not trajectory-changing relative to $22.6B valuation.
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