Corpay, Inc. (NYSE: CPAY) filed its quarterly report on Form 10-Q for the period ended June 30, 2026, disclosing revenue, earnings, and balance sheet data for the three and six months ended on that date.

Key Highlights

  • Q2 2026 Revenue: Net revenues were $1,338,809 thousand for the three months ended June 30, 2026, compared with $1,102,030 thousand in the same period of 2025.
  • Six-Month Revenue: Net revenues for the six months ended June 30, 2026 were $2,599,796 thousand, up from $2,107,697 thousand in the first half of 2025.
  • Q2 Net Income Attributable to Corpay: $248,307 thousand for the second quarter of 2026, versus $284,168 thousand in Q2 2025.
  • Diluted EPS: Diluted earnings per share attributable to Corpay were $3.70 for Q2 2026, compared with $3.98 in Q2 2025, determined under the two-class method.
  • Total Assets: Total assets stood at $28,224,167 thousand at June 30, 2026, up from $26,408,135 thousand at December 31, 2025.
  • Share Repurchases: Treasury stock increased to 67,223,849 shares at June 30, 2026, from 63,824,321 shares at December 31, 2025, with acquisition of common stock totaling $793,306 thousand in the first quarter equity activity disclosed.
  • Shares Outstanding: 65,659,599 shares of common stock were outstanding as of July 31, 2026.

Corpay Q2 2026: Revenue Rises Year-Over-Year as Earnings Per Share Decline

According to the filing, Corpay reported net revenues of $1,338,809 thousand for the second quarter of 2026, an increase from $1,102,030 thousand reported in the second quarter of 2025. For the six months ended June 30, 2026, net revenues totaled $2,599,796 thousand, compared with $2,107,697 thousand in the first half of 2025. Operating income for the second quarter of 2026 was $472,274 thousand, down from $479,390 thousand in Q2 2025, while six-month operating income grew to $1,108,439 thousand from $906,514 thousand.

The company disclosed net income attributable to Corpay of $248,307 thousand for Q2 2026, compared with $284,168 thousand for Q2 2025. Basic earnings per share attributable to Corpay were $3.75 for Q2 2026, versus $4.03 in Q2 2025. Diluted earnings per share were $3.70 for Q2 2026, compared with $3.98 in Q2 2025. For the six-month period, diluted earnings per share attributable to Corpay were $8.79, up from $7.38 in the first half of 2025. Weighted average diluted shares outstanding were 66,325 thousand in Q2 2026, compared with 71,429 thousand in Q2 2025, reflecting the company's ongoing share repurchase activity.

On the balance sheet, the filing reported total assets of $28,224,167 thousand at June 30, 2026, versus $26,408,135 thousand at December 31, 2025. Total current liabilities were $16,959,099 thousand at June 30, 2026. Goodwill stood at $7,149,978 thousand at June 30, 2026, compared with $7,564,822 thousand at December 31, 2025. The company also reported a gain on disposition, net, of $122,522 thousand for the six months ended June 30, 2026, with no comparable amount in the prior-year period. Other operating, net expenses were $99,891 thousand for Q2 2026, compared with $2 thousand in Q2 2025.

What Was Disclosed

Corpay filed its Form 10-Q for the quarter ended June 30, 2026, reporting higher year-over-year revenue and six-month earnings per share, alongside balance sheet growth in total assets and changes in goodwill and treasury stock positions.