Zacks presents its investment research tools including Thematic Investment Screens covering 37 themes and Style Scores (Value, Growth, Momentum, VGM) designed to complement the Zacks Rank stock-rating system. The Zacks Rank #1 stocks have averaged +23.82% annual returns since 1988, more than double the S&P 500. Corpay (CPAY) is highlighted as a stock to watch with a #3 Hold rank and strong Momentum and VGM Style Scores.

Corpay (CPAY), a provider of fuel card and payment products, demonstrates a strong history of beating earnings estimates with an average surprise of 5.76% over the last two quarters. The company's positive Earnings ESP of +1.07% combined with its Zacks Rank #3 (Hold) suggests another earnings beat is likely, as stocks with this combination historically beat consensus estimates nearly 70% of the time.

Corpay (CPAY) gained 14.6% over three months, outperforming the S&P 500's 3.8% return. The company's Corporate Payments revenues surged 42% year-over-year in Q2 2026, driven by cross-border and payables demand. Strategic acquisitions of Alpha Group International and AvidXchange contributed 39 cents to adjusted EPS, while $321 million in share buybacks supported shareholder returns.

Clean Harbors (CLH) has outperformed its industry with a 5.6% gain over three months and is projected to achieve 7.8% revenue growth and 34.3% earnings growth in 2026. The company's recent acquisitions of Terra Nova Solutions, EnviroServe, and ES&H are expected to add $340 million in annual revenues and $87 million in adjusted EBITDA, while improving profitability metrics and cash flow generation support continued shareholder returns.

Insperity (NSP) shares have surged 78.1% over six months, significantly outperforming the industry's 46.6% growth. The company's HRScale platform has expanded to nearly 8,000 worksite employees in sold accounts, providing a new growth avenue. NSP also demonstrated cost discipline with an 8% year-over-year reduction in operating expenses while maintaining a consistent 60-cent quarterly dividend and strong liquidity position.

Corpay (CPAY) and HireQuest (HQI) are highlighted as outperformers in the Business Services sector. CPAY has returned 35.2% year-to-date compared to the sector average of -13.8%, with a Zacks Rank #2 (Buy) and improving analyst sentiment. HQI has surged 79.2% year-to-date with a 53.8% increase in consensus EPS estimates over three months, also holding a Zacks Rank #2 (Buy).

Corpay (CPAY) has surged 35.6% over six months, driven by strong Corporate Payments organic growth of 16% in Q2 and 43% spend increase to $95 billion. The company projects 2026 revenue growth of 17.4% and EPS growth of 28.2%, supported by cross-border expansion and robust cash generation. However, challenges include slowing U.S. Vehicle Payments growth at 8% and limited margin expansion due to continued investment in sales and product development.

Corpay reported Q2 2026 earnings and revenues that exceeded consensus estimates, with adjusted EPS of $7 (up 36% YoY) and revenues of $1.34 billion (up 21% YoY). Corporate Payments segment showed exceptional momentum with 42% YoY revenue growth and 43% pro-forma organic spend growth. The company raised full-year 2026 guidance and expanded EBITDA margins to 57.3%. However, the stock received a Zacks Rank #3 (Hold) rating, suggesting in-line returns expected in the near term.

AvidXchange reported Q2 2025 financial results with total revenue of $110.6 million, a 5.2% year-over-year increase. The company experienced a net loss of $9.5 million and is pending acquisition by TPG in partnership with Corpay.

Several large-cap stocks, including AppLovin, First Solar, and Li Auto, experienced significant losses last week, with AppLovin and First Solar declining over 13% due to a short-seller report and reduced renewable energy incentives, respectively.

The article discusses the earnings results of several companies in Dan Loeb's Third Point portfolio, including Cinemark Holdings, Corpay, AvidXchange Holdings, Jacobs Solutions, and Primo Brands. The article provides insights into the performance of these companies and the impact on Loeb's investments.

AvidXchange Holdings Inc. (AVDX) has agreed to be acquired by Corpay Inc. (CPAY) and TPG Inc. (TPG) for $10 per share in cash, valuing the company at $2.2 billion. The deal represents a 22% premium over AvidXchange's previous closing price.