Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only CPAY 15

VVisasupplier

MAMastercardsupplier

METMetLifesupplier

—Suhai Suguradoraunlistedsupplier

Shared 0

No shared counterparties.

Only RXO 1

UPSUnited Parcel Service of Americasupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

CPAYCorpay, Inc.

411.00+2.51%

Mkt cap$26.3BRevenue$1.3BQ2 FY26Revenue$4.5BFY25

RXORXO, Inc.

27.72+0.84%

Regular sessionNov 2 '26

Mkt cap$4.5BRevenue$1.9BQ3 FY26Revenue$5.7BFY25

vs

Compare

Regular sessionNov 2 '26

CPAYCorpay, Inc.

vs

RXORXO, Inc.

411.00+2.51%

Price

27.72+0.84%

$26.3B

Mkt cap

$4.5B

Q2 FY26$1.3B

Revenue

$1.9BQ3 FY26

FY25$4.5B

Revenue

$5.7BFY25

CPAY compared with RXO: revenue, margins and what each company keeps, and the suppliers and customers both name