CPRT vs. GPN vs. TRI: Earnings Preview and Recent Performance Review
Key Takeaways
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Copart (CPRT) is set to report fiscal Q2 2026 earnings on February 19, 2026, after market close. Consensus calls for EPS of $0.39–$0.40 and revenue of $1.15–$1.18 billion.
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Global Payments (GPN) posted Q4 2025 adjusted EPS of $3.18, in line with expectations, and adjusted net revenue of $2.32 billion, up 6% in constant currency (excluding dispositions).
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Thomson Reuters (TRI) delivered Q4 2025 adjusted EPS of $1.07 and revenue of $2.01 billion, up 5% year over year, supported by recurring subscription growth.
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CPRT offers strong earnings momentum heading into its report, while GPN and TRI continue to demonstrate steady expansion following their latest results.
Why This Comparison Matters
Although Copart, Global Payments, and Thomson Reuters operate in different industries—vehicle auctions, payments processing, and professional information services—they share common themes: scalable digital platforms, margin leverage, and recurring revenue models.
Investors are watching Copart’s upcoming results for signals on insurance claim volumes and salvage pricing trends. Meanwhile, Global Payments and Thomson Reuters have recently reported, highlighting transformation initiatives, acquisition impacts, and AI-driven product innovation.
Copart: Auction Resilience Under the Microscope
Copart’s fiscal Q2 2026 (quarter ending January 2026) earnings are expected to show relatively flat EPS year over year at $0.39–$0.40, with modest revenue growth of roughly 1–1.5%.
In Q1 FY2026, Copart delivered EPS of $0.41, beating estimates by 5%, on revenue of $1.16 billion. While insurance volumes declined, the company maintained pricing discipline and increased gross profit per unit, helping protect margins.
With a fiscal year ending July 31, Copart’s business remains closely tied to auto insurance claim frequency, used vehicle pricing, and salvage demand. Its asset-light, high-margin online auction model continues to generate strong net margins near 34%, though unit volume fluctuations remain a key risk.
Global Payments: Transformation Toward a Merchant Pure-Play
Global Payments reported Q4 2025 adjusted EPS of $3.18, up 11% in constant currency from the prior year and aligned with consensus expectations. Adjusted net revenue rose 6% (constant currency, excluding dispositions) to $2.32 billion, driven by Merchant Solutions growth.
For full-year 2025:
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Adjusted EPS increased 11% to $12.22
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Revenue totaled $9.32 billion
The company completed its Worldpay acquisition and divested its Issuer Solutions segment, reshaping itself into a focused merchant payments provider. Management’s 2026 adjusted EPS guidance of $13.80–$14 implies projected growth of 13–15%.
While scale and recurring transaction volumes provide stability, investors are monitoring integration execution and margin consistency following recent portfolio shifts.
Thomson Reuters: Recurring Revenue Strength and AI Focus
Thomson Reuters posted Q4 2025 adjusted EPS of $1.07, slightly ahead of expectations, on revenue of $2.01 billion, up 5% year over year.
Key highlights:
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84% of revenue classified as recurring
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Recurring revenue growth of 6%
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Transaction revenue up 11%
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Continued decline in print revenue
Full-year adjusted EPS reached $3.92. The company continues investing in AI-enhanced research and workflow tools for legal, tax, and corporate customers. While AI presents long-term growth potential, competitive pressures and digital disruption remain important factors to watch.
Tickeron AI Outlook
Tickeron AI currently assigns:
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65% probability to CPRT outperforming in the next quarter, citing strong margins and the upcoming earnings catalyst.
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25% probability to GPN, supported by payments growth and capital returns but tempered by integration risks.
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10% probability to TRI, reflecting steady fundamentals but less near-term momentum.
Overall, Copart appears positioned as the near-term catalyst play, while Global Payments and Thomson Reuters offer steadier, longer-duration growth profiles.
Tickeron AI trading bot
Disclaimers and Limitations
Contributor
Financial writer and active order flow futures trader with a focus on fundamental analysis, macroeconomic factors, and equity research. I make in-depth blogs on stocks and ETFs, bridging the gap between raw market data and real-world trading decisions.
CPRT in upward trend: 10-day moving average moved above 50-day moving average on August 14, 2026
The 10-day moving average for CPRT crossed bullishly above the 50-day moving average on August 14, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In of 17 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on August 14, 2026. You may want to consider a long position or call options on CPRT as a result. In of 82 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .
The Moving Average Convergence Divergence (MACD) for CPRT just turned positive on July 23, 2026. Looking at past instances where CPRT's MACD turned positive, the stock continued to rise in of 42 cases over the following month. The odds of a continued upward trend are .
CPRT moved above its 50-day moving average on August 13, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where CPRT advanced for three days, in of 321 cases, the price rose further within the following month. The odds of a continued upward trend are .
Bearish Trend Analysis
The 10-day RSI Indicator for CPRT moved out of overbought territory on August 18, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 36 similar instances where the indicator moved out of overbought territory. In of the 36 cases, the stock moved lower in the following days. This puts the odds of a move lower at .
The Stochastic Oscillator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CPRT declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
CPRT broke above its upper Bollinger Band on August 14, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for CPRT entered a downward trend on July 27, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating fairly steady price growth. CPRT’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.324) is normal, around the industry mean (7.643). P/E Ratio (19.571) is within average values for comparable stocks, (65.867). CPRT's Projected Growth (PEG Ratio) (3.786) is very high in comparison to the industry average of (1.535). CPRT has a moderately low Dividend Yield (0.000) as compared to the industry average of (0.021). P/S Ratio (6.579) is also within normal values, averaging (9.136).
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating that the returns do not compensate for the risks. CPRT’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 85, placing this stock worse than average.
Industry description
Market Cap
High and low price notable news
Volume
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
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General Information
a provider of online auctions and vehicle remarketing services
Industry OfficeEquipmentSupplies
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