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Discontinued — last reported Q4 '25

Products & Services · Consolidated revenues, net (percent)

Contracts with customers — Consolidated revenues, net (percent)

Corpay Contracts with customers — Consolidated revenues, net (percent) remained flat by 0.0% to 21.0% in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 1.2%, from 21.3% to 21.0%. Over 2 years (FY 2022 to FY 2025), Contracts with customers — Consolidated revenues, net (percent) shows a downward trend with a -40.5% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityStable
First reportedQ2 2018
Last reportedQ4 2025Feb 27, 2026

How to read this metric

An increase suggests higher revenue predictability and stronger customer retention, while a decrease may indicate a shift toward more volatile, transactional revenue sources.

Detailed definition

This metric represents the proportion of total net consolidated revenue derived from contractual service agreements with...

Peer comparison

Similar to 'Contractual Revenue Mix' or 'Recurring Revenue Percentage' used by other B2B payment and SaaS-based financial technology firms to measure business model durability.

Metric ID: cpay_segment_contracts_with_customers_consolidated_revenues_net_percent

Historical Data

17 periods
 Q2 '21Q3 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value75%75%75%75%75%12%88%86%84%21.3%21.3%21.3%21.3%21%21%21%21%
QoQ Change+0.0%+0.0%+0.0%+0.0%-84.0%+633.3%-2.3%-2.3%-74.7%+0.0%+0.0%+0.0%-1.2%+0.0%+0.0%+0.0%
YoY Change+0.0%+0.0%+17.3%+14.7%+12.0%-75.9%-75.3%-74.7%-1.2%-1.2%-1.2%-1.2%
Range12%88%
CAGR-27.3%
Avg YoY Growth-15.5%
Median YoY Growth-1.2%
Current Streak3 quarters growth

Frequently Asked Questions

What is Corpay's contracts with customers — consolidated revenues, net (percent)?
Corpay (CPAY) reported contracts with customers — consolidated revenues, net (percent) of 21.0% in Q4 2025.
How has Corpay's contracts with customers — consolidated revenues, net (percent) changed year-over-year?
Corpay's contracts with customers — consolidated revenues, net (percent) decreased by 1.2% year-over-year, from 21.3% to 21.0%.
What is the long-term trend for Corpay's contracts with customers — consolidated revenues, net (percent)?
Over 2 years (2022 to 2025), Corpay's contracts with customers — consolidated revenues, net (percent) has grown at a -40.5% compound annual growth rate (CAGR), from 237.0% to 84.0%.
What does contracts with customers — consolidated revenues, net (percent) mean?
The percentage of total net revenue generated from formal customer contracts.