CPAY

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Corpay (CPAY). This company, which is in the Zacks Financial Transaction Services industry, shows potential for another earnings beat. This provider of fuel card and payment products for businesses has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 3.48%. For the last reported quarter, Corpay came out with earnings of $5.8 per share versus the Zacks Consensus Estimate of $5.5 per share, representing a surprise of 5.45%. For the previous quarter, the company was expected to post earnings of $5.95 per share and it actually produced earnings of $6.04 per share, delivering a surprise of 1.51%. For Corpay, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Corpay currently has an Earnings ESP of +1.00%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric. Ma...

Accenture plc ACN has reported third-quarter fiscal 2026 earnings of $3.80 per share, beating the Zacks Consensus Estimate by 2.7%. The metric increased 9% from the year-ago quarter. Revenues of $18.72 billion missed the consensus mark by 0.4% but rose 6% year over year in U.S. dollars and 3% in local currency. Managed services, EMEA and communications, media, and technology aided top-line growth. New bookings totaled $19.32 billion, down 2% year over year in U.S. dollars and 3% in local currency. Accenture PLC price-consensus-eps-surprise-chart | Accenture PLC Quote Based on the type of work, managed services revenues were $9.39 billion, up 8% year over year in U.S. dollars and 5% in local currency. The business remained the larger revenue contributor in the quarter, slightly ahead of consulting. Consulting revenues came in at $9.33 billion, rising 4% from the prior-year quarter in U.S. dollars and 1% in local currency. Total revenues of $18.72 billion were slightly above the midpoint of Accenture’s guidance of $18.35-$19 billion. Communications, media and technology revenues were $3.22 billion, up 10% year over year in U.S. dollars and 9% in local currency. This was the strongest local-currency growth rate among Accenture’s industry groups in the reported quarter. Financial services’ revenues increased 6% in U.S. dollars and 3% in local currency to $3.49 billion. Products revenues of $5.67 billion rose 6% in U.S. dollars and 3% in local currency, remaining the largest industry group by revenues. Health and public service revenues were $3.85 billion, up 2% on a reported basis and flat in local currency. Resources revenues totaled $2.50 billion, increasing 3% in U.S. dollars and 1% in local currency. Bookings were lower year over year but still sizable. Consulting new bookings were $10.26 billion, while managed services’ new bookings were $9.06 billion. Revenues from the Americas were $9.14 billion, up 2% year over year in U.S. dollars and 1% in local currency. The region remained Accenture’s largest geographic market by revenues. EMEA revenues grew 10% in U.S. dollars and 4% in local currency to $6.87 billion. Asia Pacific revenues were $2.71 billion, up 7% on a reported basis and 8% in local currency, marking the strongest local-currency growth among geographic markets. Operating income increased 6% year over year to $3.18 billion. The operating margin exp...

Corpay trades at $353.00 per share and has stayed right on track with the overall market, gaining 15.3% over the last six months. At the same time, the S&P 500 has returned 10.9%. Is now the time to buy CPAY? Find out in our full research report, it’s free. Formerly known as FLEETCOR until its 2024 rebrand, Corpay (NYSE:CPAY) provides specialized payment solutions for businesses to manage vehicle expenses, corporate payments, and lodging costs with enhanced control and reporting capabilities. A company’s long-term sales performance is one signal of its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Over the last five years, Corpay grew its revenue at an impressive 15.4% compounded annual growth rate. Its growth beat the average financials company and shows its offerings resonate with customers. Analyzing the long-term change in earnings per share (EPS) shows whether a company’s incremental sales were profitable — for example, revenue could be inflated through excessive spending on advertising and promotions. Corpay’s solid 15.8% annual EPS growth over the last five years aligns with its revenue performance. This tells us its incremental sales were profitable. Return on equity, or ROE, quantifies financial firm profitability relative to shareholder equity — an essential capital source for these institutions. Over extended periods, superior ROE performance drives faster shareholder wealth compounding through reinvestment, share repurchases, and dividend growth. Over the last five years, Corpay has averaged an ROE of 31.7%, exceptional for a company operating in a sector where the average shakes out around 10% and those putting up 25%+ are greatly admired. This shows Corpay has a strong competitive moat. These are just a few reasons Corpay is a high-quality business worth owning, but at $353.00 per share (or 12.9× forward P/E), is now the time to initiate a position? See for yourself in our comprehensive research report, it’s free. ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren’t just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week’s S...

Accenture plc ACN is scheduled to release third-quarter fiscal 2026 results on June 18, before market open. ACN has a decent earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in the trailing four quarters, the average being 3.9%. Accenture PLC price-eps-surprise | Accenture PLC Quote The Zacks Consensus Estimate for the top line is pinned at $18.8 billion, hinting at a 6% rise from that reported in the third quarter of fiscal 2025. The consensus estimate for Consulting revenues is pegged at $9.5 billion, indicating 5% year-over-year growth. For the Managed Services segment, the consensus mark for revenues is pinned at $9.4 billion, implying an 8% rise from the year-ago quarter’s reported number. The Zacks Consensus Estimate for the Products segment’s revenues is $5.7 billion, implying 6% growth from the year-ago reported level. The consensus mark for the Health & Public Services segment’s revenues is at $4 billion, suggesting a 6% rise from the year-ago quarter’s actual. For Financial Services, the consensus estimate for revenues is $3.5 billion, implying a 6% hike from the year-ago quarter’s actual. The consensus mark for the Resources segment revenues is kept at $2.6 billion, indicating 7% year-over-year growth. Geographically, the Zacks Consensus Estimate for revenues from the Americas is at $9.9 billion, suggesting 11% growth from the year-ago quarter’s actual. The consensus estimate for revenues from the EMEA region is set at $6.9 billion, indicating a 10% increase from the same quarter last year. The consensus mark for revenues from the Asia Pacific is pinned at $2.1 billion, implying an 18% year-over-year fall. The Zacks Consensus Estimate for the bottom line is kept at $3.71 per share, suggesting a 6.3% increase from the year-ago quarter’s reported number. Our model predicts a likely earnings beat for ACN 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. Accenture has an Earnings ESP of +0.22% and a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here. Corpay, Inc. CPAY delivered a strong first-quarter 2026, with adjusted earnings of $5.80 per share, rising 28.6% year over year and surpassing the Zacks...

ABM Industries Incorporated ABM reported mixed second-quarter fiscal 2026 results. Earnings per share (EPS) missed the Zacks Consensus Estimate, while revenues beat the same. Despite the lower-than-expected earnings results, the stock rallied 10.9% following the earnings release on June 5. ABM posted adjusted earnings of 90 cents per share in the second quarter of fiscal 2026, up 4.7% from the year-ago period but missing the Zacks Consensus Estimate of 92 cents by 2.2%. Quarterly revenues rose 8.4% year over year to $2.29 billion and beat the consensus mark of $2.22 billion by 2.9%. Performance was supported by record first-half sales bookings, with strength led by Technical Solutions and Aviation. ABM Industries Incorporated price-consensus-eps-surprise-chart | ABM Industries Incorporated Quote ABM Industries delivered organic revenue growth of 6.1% in the quarter, with acquisitions adding 2.3% to reported growth. Management pointed to healthy demand across several end markets, including energy infrastructure, semiconductors and airport modernization, alongside steady recurring work that supports the company’s baseline revenue profile. Business & Industry was flat organically, pressured by the exit of a large U.K. client during the quarter and additional customer exits, particularly on the West Coast. Management framed some of the exits as intentional, citing a focus on walking away from accounts that do not meet profitability thresholds. By segment, Technical Solutions revenues climbed 27.2% year over year to $267.3 million, supported by data center activity, battery energy storage systems and contributions from recent acquisitions. Aviation revenues increased 19.5% to $310.8 million, reflecting healthy travel demand and the increase in the latest wins, including the London Heathrow contract. Manufacturing & Distribution revenues rose 16.5% to $463.8 million, aided by client expansions and the WGNSTAR acquisition, while Education revenues improved 1.9% to $232.2 million on price escalations. Business & Industry revenues were essentially unchanged at $1.02 billion, as strength in U.K. operations was largely offset by client exits. ABM Sees Mixed Profitability as Mix Shifts Adjusted EBITDA improved to $131.7 million from $125.9 million a year ago, reflecting higher volume and improved execution in parts of the business. Still, the segmental operating margin...

A month has gone by since the last earnings report for Green Dot (GDOT). Shares have added about 1.2% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Green Dot due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. Green Dot Corporation reported impressive first-quarter 2026 results, with both earnings and revenues beating the Zacks Consensus Estimate. GDOT’s adjusted earnings of $1.12 per share beat the Zacks Consensus Estimate of 88 cents by 27.3% and increased 6% from the year-ago quarter. Total adjusted operating revenues of $652 million surpassed the consensus mark by 9.1% and rose 17% year over year. The upside was driven by strong momentum in the Business to Business (B2B) Services and Money Movement businesses, particularly tax processing and embedded finance operations. Green Dot’s B2B Services revenues increased 22% year over year to $417.5 million in the first quarter of 2026. The improvement was primarily driven by continued strength from a large Banking-as-a-Service partner, as well as growth from existing partners and new launches. Business-as-a-Service active accounts climbed 17% from the prior-year quarter as the company expanded relationships with partners and introduced new products and services. Gross dollar volume within the division increased 22%, reflecting strong transaction activity across several strategic partners. The rapid! Paycard business remained under pressure due to weakness in the staffing industry. Revenues in the unit declined 12%, while active accounts fell 13%. However, management noted that the pace of decline moderated during the quarter as expense reduction initiatives and earned wage access investments supported profitability. Money Movement Services revenues rose 19% year over year to $130.7 million. The increase was led by tax processing operations, aided by a strong tax season and the launch of a large franchise partner. The Tax Processing division’s revenues jumped 28% despite a 3% decline in tax refunds processed year over year. The business benefited from higher adoption of value-added products and services across its partner network. Money pr...

Corpay delivered a first quarter that was met with a strong positive market response, driven by robust organic revenue growth and notable execution across its business segments. Management attributed the company’s outperformance to broad-based strength in Corporate Payments and significant progress in integrating recent acquisitions. CEO Ronald Clarke emphasized that "about two-thirds of our Q1 revenue beat versus guidance was really just better performance across the board, not macro related." The company also highlighted improving client retention and a rebound in its Lodging business, reinforcing management’s confidence that these operational improvements are sustainable. Is now the time to buy CPAY? Find out in our full research report (it’s free). Revenue: $1.26 billion vs analyst estimates of $1.21 billion (25.4% year-on-year growth, 3.9% beat) Adjusted EPS: $5.80 vs analyst estimates of $5.47 (6% beat) Adjusted EBITDA: $751 million vs analyst estimates of $618.8 million (59.6% margin, 21.4% beat) The company slightly lifted its revenue guidance for the full year to $5.29 billion at the midpoint from $5.27 billion Management raised its full-year Adjusted EPS guidance to $26.70 at the midpoint, a 2.7% increase Operating Margin: 50.4%, up from 42.5% in the same quarter last year Market Capitalization: $21.65 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Sanjay Sakhrani (KBW) asked about the sustainability of underlying business trends and the balance of macro versus core business drivers. CFO Peter Walker explained that stronger Q1 growth was partly due to easier comps and affirmed that both macro factors and business execution contributed to the raised outlook. Tien-Tsin Huang (JPMorgan) inquired about Corpay’s acquisition and divestiture strategy, especially the timing and focus of future portfolio moves. CEO Ronald Clarke stated the company is in late stages of a significant divestiture and continues to evaluate both asset sales and acquisitions in Corporate Payments. Ramsey El-Assal (Cantor Fitzgerald) questioned the renewed focus on U.S. middle market sales and its impact on growth. Clarke explain...

Business payments company Corpay (NYSE:CPAY) reported Q1 CY2026 results topping the market’s revenue expectations , with sales up 25.4% year on year to $1.26 billion. The company’s full-year revenue guidance of $5.29 billion at the midpoint came in 0.9% above analysts’ estimates. Its non-GAAP profit of $5.80 per share was 6% above analysts’ consensus estimates. Is now the time to buy CPAY? Find out in our full research report (it’s free). Revenue: $1.26 billion vs analyst estimates of $1.21 billion (25.4% year-on-year growth, 3.9% beat) Adjusted EPS: $5.80 vs analyst estimates of $5.47 (6% beat) Adjusted EBITDA: $751 million vs analyst estimates of $618.8 million (59.6% margin, 21.4% beat) The company slightly lifted its revenue guidance for the full year to $5.29 billion at the midpoint from $5.27 billion Management raised its full-year Adjusted EPS guidance to $26.70 at the midpoint, a 2.7% increase Operating Margin: 50.4%, up from 42.5% in the same quarter last year Market Capitalization: $20.22 billion Corpay delivered a first quarter that was met with a strong positive market response, driven by robust organic revenue growth and notable execution across its business segments. Management attributed the company’s outperformance to broad-based strength in Corporate Payments and significant progress in integrating recent acquisitions. CEO Ronald Clarke emphasized that "about two-thirds of our Q1 revenue beat versus guidance was really just better performance across the board, not macro related." The company also highlighted improving client retention and a rebound in its Lodging business, reinforcing management’s confidence that these operational improvements are sustainable. Looking ahead, Corpay’s updated full-year outlook is built on continued execution in key growth areas, with a focus on scaling Corporate Payments and accelerating cross-border initiatives. Management pointed to ongoing portfolio rotation—divesting noncore assets and investing in high-growth opportunities—as central to its strategy. Clarke stated, "All the ingredients for a very good 2026 financial performance are holding," while CFO Peter Walker noted that expanding the multicurrency account banking business and leveraging new blockchain partnerships are expected to drive future gains. The company anticipates that ongoing investments in technology and process automation will support bo...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Corpay (CPAY) has drawn fresh interest after a mixed stretch in its share performance, with a small move higher over the past month set against weaker returns in the past 3 months and year. See our latest analysis for Corpay. The recent 3.2% 30 day share price return contrasts with a 13.7% decline over 90 days and a 6.5% dip in one year total shareholder return, while three year total shareholder return of 34.6% hints at longer term momentum that has not fully carried through to the current US$305.75 level. If Corpay's mixed performance has you thinking about where else growth and resilience might show up next, it could be a good moment to broaden your search with 18 top founder-led companies With annual revenue of US$4.53b, net income of US$1.07b and some growth in both, plus indications of a possible intrinsic value gap, is this recent pullback a chance to buy, or is the market already pricing in future growth? Corpay's most followed narrative points to a fair value of $379.54, which sits well above the recent $305.75 close and frames the current pullback as a valuation gap to examine. Read the complete narrative. Want to see what sits behind that earnings power claim? The narrative leans heavily on revenue growth, richer margins and a lower future earnings multiple than today. The exact mix may surprise you. Result: Fair Value of $379.54 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on Corpay defending margins as compliance and technology costs evolve, and on competition in cross border and corporate payments not eroding pricing power. Find out about the key risks to this Corpay narrative. Here is the twist. While the narrative points to Corpay trading below fair value, the current P/E of 18.9x sits slightly above both the estimated fair ratio of 18.6x and the US Diversified Financial industry at 18.5x. That small premium suggests less room for error if the story does not play out as expected, so how comfortable are you paying up on this metric when other signals point to undervaluation? See what the numbers say about this price — find out in our valuation breakdown. All of this mixed sentiment can make Corpay look complicated. Move quickly, check the underlying data for yourself,...

Interested in Corpay, Inc.? Here are five stocks we like better. Corpay beat expectations in Q1, reporting revenue of $1.26 billion, up 25%, and cash EPS of $5.80, up 29%. Management called it a “blowout quarter” and said organic revenue growth held at 11% for the fourth straight quarter. Corporate payments led the growth, with organic revenue up 16% and spend volumes rising 43% to $82 billion. The company also highlighted strong cross-border demand, Alpha integration progress, and solid performance in vehicle payments. Full-year guidance was raised for both revenue and earnings, with 2026 revenue now expected at $5.29 billion midpoint and cash EPS at $26.70 midpoint. Corpay also signaled continued portfolio rotation, more share buybacks, and an expanded focus on cross-border and corporate payments. Corpay (NYSE:CPAY) reported what Chairman and CEO Ron Clarke called a “blowout quarter” for the first quarter of fiscal 2026, as revenue and earnings topped the company’s expectations and prompted management to raise its full-year outlook. The business payments company reported first-quarter revenue of $1.26 billion, up 25% from a year earlier, and cash earnings per share of $5.80, up 29%. Clarke said roughly two-thirds of the company’s $50 million revenue beat versus guidance came from stronger operating performance across the business rather than macroeconomic factors. → Wells Fargo’s Comeback Is Real—But Not Risk-Free “For us, this Q1 was really a blowout quarter,” Clarke said. He noted that overall organic revenue growth was 11%, marking the fourth consecutive quarter at that level. Corporate payments remained the company’s largest growth engine, with organic revenue up 16% in the quarter, or 18% excluding what management described as float revenue compression from lower interest rates. The segment reached 40% of total revenue in the quarter. → Rocket Lab Posts Record Q1 Revenue, Raises Q2 Guidance CFO Peter Walker said corporate payments growth exceeded the company’s expectations, supported by strong performance in cross-border payments and payables. Spend volumes in the segment increased 43% organically to $82 billion. Walker said cross-border benefited from currency volatility, which gave Corpay’s sales team an opportunity to highlight its offerings. He also said integration work related to Alpha is progressing, with about 15% of Alpha corporate volume mig...

The S&P 500 Index ($SPX) (SPY) on Friday closed up +0.84%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.02%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +2.35%. June E-mini S&P futures (ESM26) rose +0.79%, and June E-mini Nasdaq futures (NQM26) rose +2.37%. Stock indexes settled higher on Friday, with the S&P 500 and Nasdaq 100 posting new record highs. Chipmaker and AI-infrastructure stocks led the overall market higher on Friday, offsetting concerns about the Iran war. Stronger-than-expected corporate earnings are pushing stocks higher. Weakness in software stocks on Friday weighed on the Dow Jones Industrial Average. As CPUs Steal the Show, AMD Stock Just Got a New Street-High Price Target How Intel Stock Could Be the Biggest Winner from AMD’s Explosive Earnings Win Cathie Wood Dumps More AMD Shares Despite Its Massive 108% Rally. Here's Why. Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Stock indexes also found support today on signs of resiliency in the US labor market after April nonfarm payrolls rose more than expected and March nonfarm payrolls were revised upward. Stocks rallied on Friday despite a larger-than-expected decline in US consumer sentiment to a record low. US Apr nonfarm payrolls rose by +115,000, stronger than expectations of +65,000, and Mar nonfarm payrolls were revised upward to +185,000 from the previously reported +178,000. The Apr unemployment rate was unchanged at 4.3%, right on expectations. US Apr average hourly earnings rose +0.2% m/m and +3.6% y/y, weaker than expectations of +0.3% m/m and +3.8% y/y. The University of Michigan’s US May consumer sentiment index fell -1.6 to a record low of 48.2 (data from 1978), weaker than expectations of 49.5. The University of Michigan US May 1-year inflation expectations rate unexpectedly eased to +4.5% from +4.7% in Apr, weaker than expectations of an increase to 4.8%. The May 5-10 year inflation expectations rate unexpectedly eased to +3.4%, weaker than expectations of no change at +3.5%. In the latest developments in the Middle East, Iran's semi-official Tasnim news agency said Iran seized an oil tanker on Friday in the Strait of Hormuz for "attempting to disrupt oil exports and the interests of the Iranian nation." Also, US forces targeted missile and drone launch sites and other milita...

Image source: The Motley Fool. Thursday, May 7, 2026 at 5:30 p.m. ET Chief Executive Officer — Ronald F. Clarke Chief Financial Officer — Peter J. Walker Ronald F. Clarke: Okay, Jim, thanks. Good afternoon, everyone, and thanks for joining today's call. Upfront here, I'll plan to cover 4 subjects. First, provide my take on Q1 results. Second, I'll share our revised guidance for full year 2026. Third, I'll review progress against our top priorities. And then lastly, I'll share our thoughts on the midterm direction for the company and where we're headed. Okay. Let me begin with our Q1 results, which were really outstanding. We reported revenue of $1.26 billion, up 25% and cash EPS of $5.80, up 29%. And importantly, about 2/3 of our $50 million Q1 revenue beat versus guidance was really just better performance across the board, not macro related. So for us, this Q1 was really a blowout quarter. Q1 overall organic revenue growth, 11%. That makes 4 consecutive quarters of 11%. Inside of that, Corporate Payments grew 16%, that's 18%, excluding flow compression, and did reach 40% of our overall revenues in the quarter. Vehicle Payments grew 10%. All 3 geographies contributing the U.S., Europe and Brazil. And Lodging improved meaningfully sequentially, landing flat for the quarter, so a big improvement there. The Q1 operating trends also quite good. Overall retention finished at 93.5%. I do want to note that this metric now includes our cross-border business. New sales or bookings up 24%. Happy with that. And same-store sales finishing flat for the quarter. So look, we are clearly off to a terrific start here. All right. Let me transition to our 2026 guidance. Given our Q1 performance and the current trends, the raise to full year guidance is really pretty straightforward. So we're raising full year 2026 revenue guidance today to $5.290 billion at the midpoint. And that's driven really by a few things. First, we'll flow through the $50 million Q1 revenue beat. Second, we'll increase rest of year revenue guidance, another $50 million as a result of higher fuel price expectations and ongoing or continued better fundamental performance. We'll also net out $75 million from rest of year revenue to reflect the divestiture of PayByPhone on March 31. We do continue to expect 10% organic revenue growth for the year, which again is our most important measure of durability. On...