Corpay (CPAY) official guidance

•Adjusted net income per diluted share between $27.15 and $27.55, growing 28% at the midpoint year over year.

On the earnings side, we are raising full year 2026 cash EPS guidance to $26.70 at the midpoint.

•Adjusted net income per diluted share between $26.30 and $27.10.

•Adjusted net income per diluted share between $25.50 and $26.50.

“Revenue for the third quarter of 2026 is expected to be approximately $1.355 billion at the midpoint, growing 16% year over year, and adjusted net income per diluted share is expected to be $7.15 at the midpoint, growing 26% year over year,” said Peter Walker.

I think in the second half, the thing will be the right side of 5%, somewhere in the mid to high single-digit growth.

We do continue to expect 10% organic revenue growth for the year, which again, is our most important measure of durability.

And we are expecting continued 10% organic revenue growth this year.

We expect full year 2026 organic revenue growth of 10%, continued tight expense management and our fourth quarter share repurchases to drive meaningful 2026 adjusted earnings per share growth.

Still outlooking organic revenue growth in the 9-11% range.

•Total revenues between $5.290 billion and $5.330 billion, growing 17% at the midpoint year over year;

We're raising full year 2026 revenue guidance today to $5.29 billion at the midpoint.

•Total revenues between $5.250 billion and $5.330 billion;

So we're providing full year 2026 guidance at the midpoint of print revenue $5.265 billion.

•Total revenues between $5,215 million and $5,315 million;

“Revenue for the third quarter of 2026 is expected to be approximately $1.355 billion at the midpoint, growing 16% year over year, and adjusted net income per diluted share is expected to be $7.15 at the midpoint, growing 26% year over year,” said Peter Walker.

•Approximately 67 million fully diluted shares outstanding;

Below EBITDA, we're expecting net interest expense to be between $370 million and $400 million, the adjusted tax rate to be between 25% and 27%, and weighted average shares to be flat with the period end shares for Q4 2025.

•Approximately 70 million fully diluted shares outstanding;

•An adjusted effective tax rate of approximately 25% to 27%;

Below EBITDA, we're expecting net interest expense to be between $370 million and $400 million, the adjusted tax rate to be between 25% and 27%, and weighted average shares to be flat with the period end shares for Q4 2025.

•An adjusted effective tax rate of approximately 25% to 27%; and

•Net income per diluted share between $20.39 and $21.19;

•Net income per diluted share between $19.49 and $20.49;

•Weighted average U.S. fuel prices equal to $4.17 per gallon based on the April 2026 EIA short-term energy outlook;

•Weighted average U.S. fuel prices equal to $2.90 per gallon;

•Fuel price spreads flat with the 2025 average;

•Fuel price spreads flat with the 2025 average; and