Corpay's stock surged 6.79% in the after-hours session following the release of its fourth-quarter financial results, which exceeded analyst expectations across key metrics.

The corporate payments firm reported adjusted earnings per share of $6.04 for the quarter, surpassing the consensus estimate of $5.94. Revenue climbed 21% year-over-year to $1.25 billion, also beating expectations of $1.23 billion. The strong performance was driven by resilient business spending, particularly in the corporate payments segment, which saw revenue jump 39%.

Looking ahead, Corpay provided optimistic guidance, forecasting first-quarter adjusted EPS growth of over 20% and full-year 2026 adjusted EPS in the range of $25.50 to $26.50. The company also highlighted the completion of its second-largest acquisition in history during the quarter, positioning it for continued growth as it focuses on expanding its corporate payments solutions.