Corpay, Inc. CPAY is scheduled to release second-quarter 2026 results on Aug. 5, after market close.
The company surpassed the Zacks Consensus Estimate in the four trailing quarters, delivering an earnings surprise of 2.1%, on average.
Corpay’s Q2 Expectations
The Zacks Consensus Estimate for revenues is $1.3 billion, suggesting an 18.4% increase from the year-ago quarter’s actual. This growth is likely to have been facilitated by the vehicle payments and corporate payments segments that are expected to contribute 44% and 41% to the top line, respectively.
The consensus estimate for the vehicle payments segment is $577.4 million, indicating a 9.9% year-over-year increase. Per a J.P. Morgan report, crude oil prices persisted at or above $100 per barrel throughout most of the second quarter of 2026. We anticipate rising fuel prices, driven by higher crude oil prices, to have supported this segment’s revenue growth.
The consensus estimate for fleet transactions is pinned at 121.1 million, suggesting 2% year-over-year growth. Primarily, rising fleet transactions are expected to have provided an impetus to the revenue figure.
For corporate payments, the Zacks Consensus Estimate for revenues is $530.7 million, up 35.4% from the year-ago quarter’s actual. We expect this segment to have achieved this growth on the back of robust expansion in spend volume, which gained 45.8% year over year, reaching the Zacks Consensus Estimate of 84.7 million.
Other factors to have influenced this growth include a partnership with Mastercard, easing cross-border payments, and signed agreements with J.P. Morgan and BVNK, integrating blockchain rails into the global settlement network.
The Zacks Consensus Estimate for the lodging payments segment is $121.1 million. It is expected to move up marginally from the year-ago quarter’s actual. We expect this uptick to have been fueled by an upsurge in revenues, net per room night.
Our anticipation is based on the consensus estimate of revenues, net per room night, of $15.7, rising 13.5% from the year-ago quarter. However, expected growth is likely to have been affected by a decline in room nights of 11.5% year over year, reaching the consensus mark of 7.7. Overall, we anticipate a shift in pricing mix to have influenced these figures.
For EPS, the consensus estimate is pinned at $6.59, whereas it reported $5.13 in the year-ago quarter. It indicates a 28.5% jump from the first quarter of 2026. We anticipate bottom-line growth to have stemmed from expected double-digit growth in the top line, enhanced by a lower share count from year-to-date share buybacks.
What Our Model Says About CPAY
Our model predicts an earnings beat for CPAY this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Corpay has an Earnings ESP of +1.55% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to Consider
Here are a few stocks, according to our model, which have the right combination of elements to beat on earnings this time around.
Duolingo, Inc. DUOL: The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $297.4 billion, suggesting a 17.9% jump from the year-ago quarter’s actual. For earnings, the consensus mark is set at 61 cents per share, implying a 33% plunge from the year-ago quarter’s actual. DUOL beat the consensus estimate in the trailing four quarters, with an average surprise of 32.3%.
DUOL has an Earnings ESP of +9.02% and a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
It is scheduled to declare second-quarter 2026 results on Aug. 5.
Dave Inc. DAVE: The Zacks Consensus Estimate for the company’s second-quarter 2026 revenues is $169.8 million, suggesting a 28.9% jump from the year-ago quarter’s actual. For earnings, the consensus mark is $3.69 per share, indicating 17.5% growth. DAVE beat the consensus estimate for earnings in the trailing four quarters, with an average surprise of 45.8%.
DAVE has an Earnings ESP of +1.42% and a Zacks Rank of 2 at present. The company is scheduled to declare second-quarter 2026 results on Aug. 5.
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