Corpay, Inc. (CPAY) Q2 2025 Earnings Call Transcript


Corpay, Inc. (NYSE:CPAY) Q2 2025 Earnings Conference Call August 6, 2025 5:30 PM ET

Company Participants

r – Corporate Participant
James P. Eglseder – Senior Vice President of Global Investo Relations
Peter Walker – Chief Financial Officer
Ronald F. Clarke – Chairman, President & CEO

Conference Call Participants

Andrew William Jeffrey – William Blair & Company L.L.C., Research Division
Christopher Nathaniel Svensson – Deutsche Bank AG, Research Division
Darrin David Peller – Wolfe Research, LLC
David John Koning – Robert W. Baird & Co. Incorporated, Research Division
John Kimbrough Davis – Raymond James & Associates, Inc., Research Division
Kenneth Christopher Suchoski – Autonomous Research US LP
Mihir Bhatia – BofA Securities, Research Division
Ramsey Clark El-Assal – Barclays Bank PLC, Research Division
Sanjay Harkishin Sakhrani – Keefe, Bruyette, & Woods, Inc., Research Division
Tien-Tsin Huang – JPMorgan Chase & Co, Research Division
Trevor Ellis Williams – Jefferies LLC, Research Division

Operator

Good day. I’d like to welcome everyone to Corpay Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Today’s call is being recorded.

I would now turn the call over to Jim Eglseder. Please go ahead.

James P. Eglseder

Senior Vice President of Global Investor Relations

Good afternoon, and thank you for joining us today for our earnings call to discuss the second quarter 2025 results. With me today are Ron Clarke, our Chairman and CEO; and Peter Walker, our CFO. Following the prepared comments, the operator will announce that the queue will open for the Q&A session.

Today’s documents, including our earnings release and supplement, can be found under the Investor Relations section on our website at corpay.com. Throughout this call, we will be covering several non-GAAP financial metrics, including revenues, net income and net income per diluted share, all on an adjusted basis.

We will also discuss organic



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