adminQ3: 2025-11-05 Earnings Summary
EPS of $5.70 beats by $0.06
| Revenue of $1.17B (13.92% Y/Y) beats by $8.96M
Corpay, Inc. (CPAY) KBW Fintech Payments Conference 2025 November 12, 2025 11:40 AM EST
Company Participants
Peter Walker – Chief Financial Officer
Conference Call Participants
Sanjay Sakhrani – Keefe, Bruyette, & Woods, Inc., Research Division
Presentation
Sanjay Sakhrani
Keefe, Bruyette, & Woods, Inc., Research Division
Let’s get started. Our next speaker is Peter Walker, CFO of Corpay. Peter has a strong background in financial leadership, having previously served as CFO at Instructure Holdings and Jackson Hewitt. Thank you for joining us, Peter.
Peter Walker
Chief Financial Officer
Yes. Great.
Sanjay Sakhrani
Keefe, Bruyette, & Woods, Inc., Research Division
Appreciate it. I think this is your first conference with us. So we’re honored.
Question-and-Answer Session
Sanjay Sakhrani
Keefe, Bruyette, & Woods, Inc., Research Division
So it’s been about 4 months since you started as CFO, maybe you could talk about your preliminary takeaways from the seat, what you think — might be thinking of affecting a better outcome for the company?
Peter Walker
Chief Financial Officer
Yes, great question because I’ve been thinking about it myself, reflecting on 4 months, it’s gone by like this, right?
Sanjay Sakhrani
Keefe, Bruyette, & Woods, Inc., Research Division
Quick.
Peter Walker
Chief Financial Officer
Probably 3 big takeaways. I think one was my hypothesis coming into this role, in this company, obviously, was high growth in terms of 9% to 11% organic growth and the businesses they were in, et cetera. But I dumped my head in the water deep enough to know truly what the opportunity is. And so I think one of the biggest things on my takeaways right now is the Corporate Payment space that we really pivoted to a couple of years ago, the opportunity there is just so large for us. There’s so much untapped TAM for us in both the payable space and the Cross-Border space. We’ve obviously been spending a
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