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Corpay outlines $4.5B revenue target and $21 cash EPS for 2025 while expanding corporate payments and stablecoin initiatives Nov. 05, 2025 8:52 PM ETCorpay, Inc. (CPAY) StockAI-Generated Earnings Calls Insights Comments Earnings Call Insights: Corpay, Inc. (CPAY) Q3 2025 Management View CEO Ronald F. Clarke highlighted strong Q3 performance, stating, "We reported both revenue and cash EPS growth of 14% in the quarter. Our overall organic revenue growth finished up 11%." He emphasized, "Particularly pleased there that higher Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking Alpha website. The insights are generated by an AI tool and have not been curated or reviewed by editors. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of the earnings call insights cannot be guaranteed. Please see full earnings call transcripts here. The earnings call insights are intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Quick Insights Management and analyst sentiment remain positive about sustainability, citing increased new business, stable segment growth, leadership confidence, and successful acquisition integration, though risks remain around integration, divestitures, and float headwinds. Corporate Payments growth is driven by spend management, AP automation, cross-border solutions, and global bank accounts, with expectations for sustained double-digit growth. Vehicle Payments is accelerating due to higher volume and sales improvements, with 10% organic growth forecasted in Q4. Recent acquisitions (Alpha, Avid) contribute incremental revenue and accretion, divestitures could yield up to $1.5 billion, and stablecoin initiatives are in early stages but seen as future monetization opportunities; near-term margin expansion expected from productivity and rationalization. Recommended For You More Trending News
