| CPAY |
Report |
Q2 2026 revenue |
BEAT |
pred ~$1.315B vs. cons $1.300B |
MEDIUM |
| CPAY |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$6.72 vs. cons $6.58 |
MEDIUM |
| CPAY |
Report |
Q2 2026 organic revenue growth |
BEAT |
pred ~10.5% vs. cons 10.0% |
MEDIUM |
| CPAY |
Guide |
FY2026 revenue guidance |
BETTER |
guide ~$5.34B vs. cons $5.31B (FY2026) |
MEDIUM |
| CPAY |
Guide |
FY2026 adjusted EPS guidance |
BETTER |
guide ~$27.20 vs. cons $26.90 (FY2026) |
MEDIUM |
| CPAY |
Guide |
Q3 2026 revenue guidance |
UNCHANGED |
guide ~$1.35B vs. cons $1.35B (Q3 2026) |
MEDIUM |
| CPAY |
Guide |
Q3 2026 adjusted EPS guidance |
BETTER |
guide ~$6.80 vs. cons $6.67 (Q3 2026) |
MEDIUM |
| CPAY |
Guide |
Organic revenue growth guidance |
UNCHANGED |
guide ~10.0% vs. cons 10.0% (FY2026) |
MEDIUM |
| CPAY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.8% |
— |
MEDIUM |
| CPAY |
Return |
5-day cumulative residual |
+5.2% (FOLLOW-THROUGH) |
A FY2026 adjusted EPS guide of ~$27.20 versus consensus ~$26.90 implies second-half adjusted EPS of roughly $14.68 after predicted first-half EPS of $12.52, above the approximately $14.38 embedded in consensus; positive estimate revisions should outweigh the elevated pre-earnings valuation. |
MEDIUM |