Corpay (CPAY Quick QuoteCPAY - Free Report) reported $1.26 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 25.4%. EPS of $5.80 for the same period compares to $4.51 a year ago.

The reported revenue represents a surprise of +4.4% over the Zacks Consensus Estimate of $1.21 billion. With the consensus EPS estimate being $5.50, the EPS surprise was +5.48%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Corpay performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Lodging Payments - Room nights: 7.4 million compared to the 8.71 million average estimate based on three analysts.
• Revenue, net per spend - Corporate Payments: $0.62 versus the three-analyst average estimate of $0.62.
• Spend volume - Corporate Payments: 81.85 million versus the three-analyst average estimate of 79.94 million.
• Revenues, net per room night - Lodging Payments: $15.06 versus $13.07 estimated by three analysts on average.
• Revenues, net per transaction - Vehicle Payments: $2.70 compared to the $2.39 average estimate based on two analysts.
• Other - Revenues, net per transaction: $0.18 versus the two-analyst average estimate of $0.15.
• Other - Transactions: 465 million versus the two-analyst average estimate of 436.77 million.
• Revenues- Corporate Payments: $503.87 million versus $487.95 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +42.9% change.
• Revenues- Vehicle Payments: $563.9 million versus the five-analyst average estimate of $557.7 million. The reported number represents a year-over-year change of +15.8%.
• Revenues- Lodging Payments: $110.97 million compared to the $109.95 million average estimate based on five analysts. The reported number represents a change of +0.7% year over year.
• Revenues- Other Payments: $82.24 million versus $62.5 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +47.7% change.
• Operating income- Corporate Payments: $179.08 million versus the two-analyst average estimate of $166.37 million.

View all Key Company Metrics for Corpay here>>>

Shares of Corpay have returned +0.5% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.