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Corpay 8-K Filings

CPAY NYSE

Every 8-K that Corpay (CPAY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow CPAY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CPAY filings page.

Rhea-AI Summary

Corpay, Inc. reported strong second quarter 2026 growth, with revenues increasing 21% to $1,338.8 million versus 2025. Organic revenue growth was 10%. However, net income attributable to Corpay declined 13% to $248.3 million and diluted EPS fell 7% to $3.70, reflecting a $100 million charge for a preliminary settlement with the FTC’s Bureau of Consumer Protection.

On a non-GAAP basis, performance was much stronger: adjusted EBITDA rose 24% to $767.2 million (57.3% margin), adjusted net income increased 27% to $464.4 million, and adjusted diluted EPS grew 36% to $7.00. Corporate Payments delivered 42% revenue growth, and the company ended the quarter with 2.55x leverage, an upsized $3.7 billion revolving credit facility, and repurchases of 1 million shares for $321 million.

Reflecting this performance, Corpay raised its 2026 outlook, now guiding to total revenues of $5.290–$5.330 billion, net income of $1.285–$1.325 billion, and adjusted diluted EPS of $27.15–$27.55, 28% growth at the midpoint. For third quarter 2026, revenue is expected to be about $1.355 billion at the midpoint, with adjusted diluted EPS of $7.15.

Rhea-AI Summary

Corpay, Inc. reports that its Compensation Committee approved special grants of performance-based restricted stock units (PSUs) under the Amended and Restated 2010 Equity Compensation Plan to Ronald F. Clarke and Armando L. Netto, effective July 22, 2026. Clarke received 300,000 PSUs and Netto received 28,213 PSUs, which are intended to align their compensation with shareholder stock price interests and support retention over the applicable period.

The PSUs have a performance period running from the Grant Date through August 31, 2028. They are earned in tranches upon achievement of stock price hurdles: 100,000 PSUs for Clarke and 9,405 for Netto if the closing price equals or exceeds $425.00 on five separate trading days during the period; additional 100,000 and 9,404 PSUs at $450.00; and the remaining 100,000 and 9,404 PSUs at $475.00, with vesting of earned PSUs further subject to the Plan and related award agreements.

Rhea-AI Summary

Corpay, Inc. has refinanced and upsized its main credit facility, significantly increasing borrowing capacity and extending debt maturities. The company raised total revolving credit commitments to $3.7 billion and expanded Term Loan A to $3.3 billion, which together increase liquidity by over $1 billion.

The amendment also boosts Term Loan B‑6 to $2.95 billion, fully repays the prior Term Loan B‑5, and removes certain SOFR and SONIA rate adjustments, supporting lower interest costs. The revolving credit facility and Term Loan A now mature in May 2031, while Term Loan B‑6 matures in November 2032, giving Corpay a longer runway to fund growth and general corporate purposes.

Rhea-AI Summary

Corpay, Inc. furnished an update under Regulation FD by posting an investor presentation on its website on May 12, 2026. The deck will be used for a virtual teach-in on the company’s Cross-Border Business scheduled for May 13, 2026, at 3:00 p.m. ET.

The company clarifies that the presentation is summary information, should be read alongside its SEC filings and other announcements, and is not incorporated into this report or subject to Exchange Act Section 18 liability unless specifically referenced in future filings.

Rhea-AI Summary

Corpay, Inc. reported the results of its annual shareholder meeting, where 62,942,793 shares were represented. Shareholders elected twelve directors to one-year terms, with support levels varying by nominee but each receiving more votes "for" than "against."

Investors also ratified the reappointment of Ernst & Young LLP as Corpay’s independent registered public accounting firm for 2026, with 59,115,122 votes in favor. In a non-binding advisory vote, shareholders approved named executive officer compensation with 32,298,662 votes for and 25,664,167 against. A shareholder proposal to require an independent Board Chair was not approved, receiving 17,353,969 votes for and 40,578,084 against.

Rhea-AI Summary

Corpay, Inc. reported a strong first quarter of 2026, with revenues rising 25% to $1,261.0 million and net income increasing 44% to $350.1 million. Diluted EPS grew 49% to $5.07, helped by an approximately $81 million gain on a business sale, or $1.19 per diluted share.

Adjusted results were also robust: adjusted net income rose 23% to $397.2 million and adjusted EPS climbed 29% to $5.80, while organic revenue growth was 11% for the fourth straight quarter. The Corporate Payments segment delivered 16% organic revenue growth, and overall adjusted EBITDA increased 24% to $688.6 million.

Corpay repurchased 2.4 million shares for $786 million and ended the quarter with leverage of 2.7x. Reflecting its “over-performance,” the company raised full‑year 2026 guidance to total revenues between $5.250 billion and $5.330 billion and adjusted net income per diluted share between $26.30 and $27.10. For the second quarter of 2026, it expects revenue of about $1.295 billion at the midpoint and adjusted EPS of $6.55 at the midpoint.

Rhea-AI Summary

Corpay, Inc. filed an update stating that its 2026 annual meeting of stockholders will be held on May 7, 2026. This date is more than 30 days earlier than the 2025 annual meeting anniversary, so prior deadlines for stockholder proposals and director nominations no longer apply.

To be included in the proxy materials under Rule 14a-8, stockholder proposals must arrive in writing by March 9, 2026 at Corpay’s Atlanta headquarters. The same March 9, 2026 deadline applies to proposals or director nominations made under the company’s bylaws, and to notices by anyone intending to solicit proxies in support of alternative director nominees under Rule 14a-19.

Rhea-AI Summary

Corpay, Inc. filed an amended current report to add detailed financial information related to its completed acquisition of Alpha Group International plc. The amendment provides Alpha’s audited financial statements as of and for the year ended December 31, 2024, and unaudited financial statements for the six months ended June 30, 2025 and 2024.

Corpay also filed unaudited pro forma condensed combined financial information, including a balance sheet as of June 30, 2025 and income statements for the year ended December 31, 2024 and the six months ended June 30, 2025. These materials are included as exhibits and are incorporated by reference to show how Alpha’s acquisition affects Corpay’s combined financial profile.

Rhea-AI Summary

Corpay, Inc. filed a current report describing two key updates. The company released financial results for the three months and full year ended December 31, 2025, with details provided in an attached earnings press release and an online earnings supplement in the investor relations section of its website.

Corpay also signed a definitive agreement to sell PayByPhone, its mobile parking payments business, to Lightyear Capital, with terms described in a separate attached press release. Both the earnings release and the PayByPhone transaction information are being furnished, rather than filed, under securities law.

Rhea-AI Summary

Corpay, Inc. appointed David Bunch to its Board of Directors, effective January 22, 2026. He is based in London and serves as Group Executive Vice President for Mobility & Convenience at Shell PLC, where he leads a large global network of more than 40,000 convenience, B2B, and electric vehicle mobility sites serving about 30 million customers daily.

Bunch has held leadership roles across North America, Asia, and Europe, previously served as Chairman of Shell UK Ltd, and holds an MBA from London Business School. He has also served as a Non-Executive Director within the UK Government’s Department for Transport. Corpay’s Board has determined that he is an independent director under New York Stock Exchange standards and the company’s governance guidelines.

He will receive Corpay’s customary non-employee director compensation package starting January 22, 2026, and has entered into the company’s standard-form indemnification agreement. Corpay issued a press release about his appointment, which is included as an exhibit to this report.

Rhea-AI Summary

Corpay, Inc. completed its acquisition of Alpha Group International plc on October 31, 2025, paying £42.50 in cash per Alpha share for an aggregate purchase price of approximately £1.8 billion. The transaction was implemented via a court‑sanctioned scheme of arrangement under the UK Companies Act and the Takeover Code.

To support the deal and enhance liquidity, Corpay executed a seventeenth amendment to its Credit Agreement. The amendment increases Revolver B commitments by $1 billion to a total of $1.5 billion and adds a new seven‑year $900 million Term Loan B. The new Term Loan B matures on November 5, 2032 and bears interest at SOFR plus 1.75%. The revolving facility, Term Loan A commitments, and existing Term Loan B terms were otherwise unchanged. Corpay funded the aggregate cash consideration with borrowings under its Credit Facility. Corpay will furnish Alpha’s financial statements and related pro forma information by amendment within 71 days of the required filing date. The company also furnished press releases detailing the acquisition and credit facility changes.

Rhea-AI Summary

Corpay, Inc. filed a Current Report describing forward-looking statements and material risks related to its business, including the proposed acquisition of a partnership interest in AvidXchange and the acquisition of Alpha. The filing warns that these transactions are subject to customary closing conditions and that completion is uncertain. Management highlights many risk factors that could materially affect results, including macroeconomic trends, fuel and lodging price patterns, foreign exchange and interest rate movements, credit and liquidity pressures, cybersecurity and operational disruptions, international and regulatory risks, and the ongoing FTC lawsuit. The company disclaims any obligation to update forward-looking statements except as required by law and directs readers to its SEC filings for more information.