That's a wrap.
Market opens Friday, Nov 13 at 9:30 AM ET
| Nov 4, 2026 | Sep 30, 2026 | Time not given | $6.74 | Beat$7.15 | +6.78% |
| Aug 5, 2026 | Jun 30, 2026 | Time not given | $6.56 | Beat$6.63 | +0.95% |
This covers the Aug 5, 2026 report. The Nov 4, 2026 numbers are in the table above.
Corpay beat second-quarter EPS estimates, but shares fell 1.33% two days later as earnings-quality risk remained unresolved.
Corpay reported $6.63 EPS for the quarter ended June 30, beating the $6.22 estimate by 6.59%. Guidance details were unavailable. shares closed at $392.99 on August 7, down $5.29, while leverage remained elevated at 2.95 debt-to-equity.
Better case35%
A repeat reported-EPS beat with cleaner reconciliation could support the existing growth thesis and analyst target range of $390 to $475.
Base case40%
The EPS beat supports the thesis, but absent guidance and with shares at $392.99, valuation may remain range-bound until the next quarterly report.
Worse case25%
Leverage of 2.95 debt-to-equity and recurring reconciliation issues could outweigh the recent beat and pressure the growth multiple.
Scenario odds are a judgement, not measured.