CPRT vs. GPN vs. TRI: Earnings Preview and Recent Performance Review
Key Takeaways
-
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.
-
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).
-
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.
-
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:
-
Adjusted EPS increased 11% to $12.22
-
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:
-
84% of revenue classified as recurring
-
Recurring revenue growth of 6%
-
Transaction revenue up 11%
-
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:
-
65% probability to CPRT outperforming in the next quarter, citing strong margins and the upcoming earnings catalyst.
-
25% probability to GPN, supported by payments growth and capital returns but tempered by integration risks.
-
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
Momentum Indicator for CPRT turns positive, indicating new upward trend
CPRT saw its Momentum Indicator move above the 0 level on July 02, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 83 similar instances where the indicator turned positive. In of the 83 cases, the stock moved higher in the following days. The odds of a move higher are at .
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where CPRT's RSI Indicator exited the oversold zone, of 31 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .
The Moving Average Convergence Divergence (MACD) for CPRT just turned positive on June 26, 2026. Looking at past instances where CPRT's MACD turned positive, the stock continued to rise in of 45 cases over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where CPRT advanced for three days, in of 326 cases, the price rose further within the following month. The odds of a continued upward trend are .
CPRT may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Stochastic Oscillator has been in the overbought zone for 2 days. Expect a price pull-back in the near future.
CPRT moved below its 50-day moving average on May 29, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for CPRT crossed bearishly below the 50-day moving average on June 02, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In of 18 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are .
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 .
The Aroon Indicator for CPRT entered a downward trend on July 01, 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 Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
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 (3.110) is normal, around the industry mean (15.299). P/E Ratio (18.311) is within average values for comparable stocks, (69.346). CPRT's Projected Growth (PEG Ratio) (3.542) is very high in comparison to the industry average of (1.465). CPRT has a moderately low Dividend Yield (0.000) as compared to the industry average of (0.023). P/S Ratio (6.154) is also within normal values, averaging (8.491).
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 87, 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
Advertisement
General Information
a provider of online auctions and vehicle remarketing services
Industry OfficeEquipmentSupplies
Advertisement