)
Corpay (CPAY) investor relations material
Corpay Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business profile and solutions
Provides B2B payments and expense management for middle market businesses globally, focusing on employee, vendor, and cross-border spend.
Offers three main solutions: Employee Payments (spend controls, fraud prevention), B2B Payments (AP automation, workflow orchestration), and Cross-Border Payments (global FX, risk management, foreign accounts).
Proprietary networks, advanced controls, and global licensing support a strong competitive moat.
Market opportunity
Targets massive, underpenetrated markets: $30T employee payments, $115T B2B payments, and $30T cross-border middle market spend.
Less than 1% market share in key segments, with banks as primary competitors and low digitization rates.
Ranked #1 B2B commercial Mastercard issuer in North America, but with under 2% US commercial card market share.
Financial performance and growth
Achieved 17% revenue CAGR and 19% cash EPS CAGR from 2010 to 2026E, with revenue rising from $0.4B to $5.3B and cash EPS from $1.66 to $26.70.
Consistent organic revenue growth of 10% or higher in most years, driven by high client retention (~93%).
Growth algorithm targets >20% annual cash EPS growth, aiming for >$50/share by 2029.
- Compounding growth in cross-border payments driven by tech, compliance, and middle market focus.CPAY
Status update19 May 2026 - Corporate payments and cross-border growth drive strong results, with M&A and AI fueling expansion.CPAY
J.P. Morgan 54th Annual Global Technology, Media and Communications Conference18 May 2026 - Delivering high-growth cross-border solutions for the underserved middle market.CPAY
Corporate presentation13 May 2026 - Q1 2026 delivered 25% revenue and 29% EPS growth, raising guidance on strong segment results.CPAY
Q1 20268 May 2026 - Corporate payments growth, innovation, and disciplined capital allocation drive strong results.CPAY
47th Annual Raymond James Institutional Investor Conference29 Apr 2026 - Record 2025 results and strong 2026 outlook with double-digit growth and strategic investments.CPAY
Q4 202513 Apr 2026 - Record financial growth, major deals, and key governance votes highlight this year's proxy.CPAY
Proxy filing10 Apr 2026 - Proxy statement solicits shareholder votes on key proposals for the annual meeting.CPAY
Proxy filing10 Apr 2026 - Delivers strong growth and innovation in global corporate payments, targeting top-tier returns.CPAY
Investor presentation30 Mar 2026
Next Corpay earnings date
Next Corpay earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Explore our global coverage