| CPAY |
Report |
Adjusted (cash) EPS |
BEAT |
pred ~$6.68 vs. cons ~$6.58 |
MEDIUM |
| CPAY |
Report |
Total revenue |
BEAT |
pred ~$1.308B vs. cons ~$1.297B |
MEDIUM |
| CPAY |
Report |
Organic revenue growth |
BEAT |
pred ~11% vs. cons ~10% |
MEDIUM |
| CPAY |
Guide |
FY2026 adjusted EPS guide (raise) |
BETTER |
guide ~$26.60-$27.40 (mid ~$27.00) vs. cons ~$26.85 (FY2026) |
MEDIUM |
| CPAY |
Guide |
FY2026 revenue guide (raise) |
BETTER |
guide ~$5.30-$5.40B (mid ~$5.35B) vs. cons ~$5.31B (FY2026) |
MEDIUM |
| CPAY |
Guide |
Q3 2026 adjusted EPS guide |
UNCHANGED |
guide ~$6.80 vs. cons ~$6.78 (Q3 2026) |
LOW |
| CPAY |
Guide |
FY2026 organic revenue growth |
UNCHANGED |
guide ~10% vs. cons ~10% (FY2026) |
MEDIUM |
| CPAY |
Guide |
Corporate Payments organic growth (Alpha migration/cross-border) |
BETTER |
pred ~16% vs. cons ~14% (Q2 2026) |
MEDIUM |
| CPAY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| CPAY |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Base case is another modest beat-and-raise, driving an initial pop, but the stock has already run ~30% off March lows into record-high territory with insider PSU hurdles set well above spot, so much of the good news is priced. Out-period math is unfavorable: Q2-Q4 lap 11%+ comps, so guidance implies organic decel toward ~10% for H2, and the FY EPS raise is likely only a token ($0.20-0.40) flow-through of the Q2 beat rather than a fundamental step-up. That caps upward revisions and invites partial giveback of the day-1 move as the durability/decel narrative reasserts. |
LOW |