Corpay, Inc. (CPAY) Q2 2026 Earnings Call Transcript

Corpay, Inc. ( CPAY ) Q2 2026 Earnings Call August 5, 2026 5:30 PM EDT Company Participants James Eglseder - Senior Vice President of Global Investor Relations Ronald F. Clarke - Chairman, President & CEO Peter Walker - Chief Financial Officer Conference Call Participants Ramsey El-Assal - Cantor Fitzgerald & Co., Research Division Tien-Tsin Huang - JPMorgan Chase & Co, Research Division Sanjay Sakhrani - Keefe, Bruyette, & Woods, Inc., Research Division Mihir Bhatia - BofA Securities, Research Division Darrin Peller - Wolfe Research, LLC David Koning - Robert W. Baird & Co. Incorporated, Research Division Christopher Svensson - Deutsche Bank AG, Research Division Madison Suhr - Raymond James & Associates, Inc., Research Division Michael Infante - Morgan Stanley, Research Division Presentation Operator Hello, everyone, and welcome to today's Corpay's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, this call is being recorded. [Operator Instructions] And it's now my pleasure to turn the meeting over to Jim Eglseder. Please go ahead. James 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 2026 results. With me today are Ron Clarke, our Chairman and CEO; and Peter Walker, our CFO. Our earnings release and supplemental materials for the quarter are available on the Investor Relations section of Corpay.com. Please refer to these materials for an explanation of the non-GAAP financial measures discussed on this call along with the reconciliation of those measures to the most applicable GAAP measures. Our remarks today will include forward-looking statements about expected operating and financial results, strategic initiatives, acquisitions and divestitures, among other matters. Forward-looking statements may differ materially from actual results and are subject to a number of risks and uncertainties. Some of those risks are mentioned in today's press release and on Form 8-K and can also