Strong sales growth and strategic …

• Revenue: Q1 2025 sales of $ 1.6 billion, an increase of 8% compared to the previous year.

• CARE -EPS: 4.51 USD, 10% compared to the previous year; Would increase by 18% on constant macrobasis.

• Organic sales growth: 9% overall; Vehicle payments 8%, corporate payments 19%.

• Sales in the same business: Positive 1% growth.

• Storage rate: Stable at 92%.

• Sales/new bookings: Up 35% compared to Q1 last year.

• Full year 2025 sales advice: The focus is on 4.420 billion US dollars.

• Full year 2025 cash -epsian instructions: The focus $ 21.

• Company payments income: Plus 19% organic.

• Cross -border income: 18% organically increased.

• Vehicle payments income: Growing 8% organically.

• Operating costs: $ 579 million, increased by 8%compared to the previous year.

• Fitted EBITDA margins: 55.2%, in harmony with the previous year.

• Leverage: 2.69x, 6 BPS from the end of the year.

• Availability of cash and revolver: Over 2.5 billion US dollars at the end of the quarter.

• Q2 2025 expectation of sales growth: 12% to 14%.

• Q2 2025 Cash EPS growth expectation: 11% to 13%.

Appearance date: May 06, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• Corpay Inc (NYSE: CPAY) reported sales of 1.6 billion US dollars in the first quarter of 2025, an increase of 8%, whereby the cash EPS rose by 10% to $ 4.51.

• Organic sales growth was 9% strong, with vehicle payments and corporate payments of 8% and 19% showing growth.

• The company announced a strategic partnership with Mastercard, which will expand the cross -border business by 2% to 3% incremental sales growth from next year.

• Corpay Inc (NYSE: CPAY) holds its instructions for the year 2025 with the expected organic sales growth of 11% and a cash EPS of $ 21.

• The company actively pursues M&A opportunities, including an investment of 500 million US dollars in AVID, which is expected to accept the profit in 2026.

• Due to the volatility with a low price in the first quarter, the company was suspended in the first quarter with an unfavorable lack of income of 6 million US dollars.

• The cross-border income was influenced by the US tariff policy, whereby an expected unfavorable impact of $ 10 to $ 15 million was expected for the rest of 2025.

• The income from the US vehicles decreased by 3%, although improvement in bond and sales is expected.

• The submission of organic sales growth decreased by 1% in the quarter, although it resulted in an improvement compared to the decline in the previous year.

• The macroeconomic environment remains uncertain and potential indirect effects of tariffs on the customer volume and the total business.

Q: Can you give more details about the partnership with Mastercard and the expected sales growth? A: Ronald Clarke, CEO, said that the partnership with Mastercard is expected to lend 2-3% incremental sales growth to cross-border business of Corpay. He emphasized the significant opportunities due to the great volume of cross -border payments that were currently being treated by banks and explained the trust that Mastercard's participation will increase growth.