Corpay (CPAY Quick QuoteCPAY - Free Report) reported $1.38 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 17.9%. EPS of $7.54 for the same period compares to $5.70 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.36 billion, representing a surprise of +1.71%. The company delivered an EPS surprise of +4.87%, with the consensus EPS estimate being $7.19.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: 7.7 million versus the three-analyst average estimate of 8.52 million.
• Revenue, net per spend - Corporate Payments: $0.60 versus $0.58 estimated by three analysts on average.
• Spend volume - Corporate Payments: 95.3 million compared to the 89.15 million average estimate based on three analysts.
• Revenues, net per room night - Lodging Payments: $17.06 versus $15.62 estimated by three analysts on average.
• Revenues, net per transaction - Vehicle Payments: $3.80 compared to the $3.63 average estimate based on two analysts.
• Other - Revenues, net per transaction: $0.25 versus the two-analyst average estimate of $0.24.
• Other - Transactions: 398 million versus 394.49 million estimated by two analysts on average.
• Revenues- Corporate Payments: $571.3 million compared to the $551.53 million average estimate based on five analysts. The reported number represents a change of +39.4% year over year.
• Revenues- Vehicle Payments: $579.84 million versus the five-analyst average estimate of $578.65 million. The reported number represents a year-over-year change of +4.8%.
• Revenues- Lodging Payments: $131.11 million compared to the $132.23 million average estimate based on five analysts. The reported number represents a change of +3.2% year over year.
• Revenues- Other Payments: $99.68 million versus the four-analyst average estimate of $92.95 million. The reported number represents a year-over-year change of +20.7%.
• Operating income- Corporate Payments: $226.6 million versus $223.55 million estimated by two analysts on average.

View all Key Company Metrics for Corpay here>>>

Shares of Corpay have returned -0.1% over the past month versus the Zacks S&P 500 composite's -2% 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.