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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Corpay (CPAY) investor relations material
Corpay KBW Fintech Payments Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.KBW Fintech Payments Conference 2025 summary12 Nov, 2025
Strategic direction and growth opportunities
Focused on high growth in corporate payments, with 9%-11% organic growth and significant untapped TAM in payables and cross-border segments.
Recent M&A activity includes investments in AvidXchange and Alpha Group, enhancing capabilities and scale.
Corporate payments and vehicle payments comprise over 80% of revenue, with corporate payments expected to maintain high teens organic growth.
Vehicle payments business is diversified across the US, Europe, and Brazil, each showing consistent growth, with US business returning to mid-single digits.
Gift business is performing well annually, with new product offerings and a strong sales funnel, though quarterly results remain volatile.
Segment performance and initiatives
Corporate payments segment is structured around spend management, AP outsourcing, cross-border, and global bank account offerings, targeting over $2 billion in business by 2026.
Alpha acquisition brings significant revenue synergies, especially by expanding client reach into the US and Asia-Pacific.
Float headwinds are anticipated in 2026, but focus remains on increasing payment volumes and bank account balances.
Vehicle payments growth is driven by new client acquisitions, with sales up 24% year-over-year.
Lodging business is flat after adjusting for emergency volumes, with efforts focused on sales growth and technology investment to drive a turnaround.
Stablecoin and technology strategy
Stablecoin strategy aims to add new payment rails, enabling 24/7 fund movement for merchants and global bank account clients.
Stablecoin accounts will be integrated into global bank accounts, targeting private capital market clients for after-hours deal closings.
Stablecoin is not expected to disrupt FX services, as conversion remains a core, tech-enabled offering.
Full stablecoin rollout targeted by 2026, with phased releases prioritizing crypto clients and global bank account use cases.
Alpha integration and synergy timeline
Divestiture proceeds use to avoid dilution
Stablecoin adoption timeline and key drivers
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Frequently asked questions
Business Payment Solutions
Fleetcor Technologies Inc. is an American company with global operations that provides business payment solutions. The company specializes in fuel cards, corporate payments, tolls, and lodging management for businesses, merchants, and other customers. Its product portfolio includes branded fuel cards, corporate lodging discount cards, and toll payment solutions, among others. Fleetcor has a diverse customer base, with clients being found in transportation, government, construction, and more. The company is headquartered in Atlanta, Georgia, and its shares are listed on the NYSE.
Ron Clarke
Ron Clarke, the company’s long-term CEO and chairman, has taken Fleetcor from a $25 million company into one of the largest players within its industry since his hiring in 2000. Clarke had previously worked at General Electric and Booz Allen Hamilton, and he proved to be just the man for the job. Under his leadership, Fleetcor has grown both organically and through strategic acquisitions into one of the largest companies of its kind.
Fleet Payment Solutions
A bulk of the company’s revenue is generated through its fleet payment solutions. These offerings include specialized fuel cards and payment products that enable companies to manage and control fuel and transportation expenses. The fuel cards are used by fleet drivers to purchase fuel, maintenance services, and other vehicle-related expenses. FleetCor's system offers detailed reporting and analytics, which help businesses track spending patterns, monitor usage, and identify potential cost-saving opportunities. Fleetcor is one of the leaders in this sector together with WEX.
Other Services
FleetCor offers a diverse range of services beyond fleet payment solutions. The company provides corporate payment services, which include virtual cards and accounts payable automation, which helps manage corporate expenses and supplier payments. Additionally, it offers toll payment solutions, simplifying the process of paying toll charges for fleet vehicles. Its lodging solutions cater to businesses requiring accommodations for their mobile workforce, offering options for hotel bookings and expense management.
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