PAYX Earnings

PAYX reported its FY2026Q2 earnings on 2025-12-19, showcasing a revenue of 1.56B against an estimate of 1.55B, resulting in a 0.3% surprise. The EPS was 1.26, surpassing the expected 1.24 by 1.61%. The stock experienced a -1.72% price change on the earnings day and a 0.3% change over the next five days, reflecting market reactions to the results.

Following PAYX's FY2026Q2 earnings announcement on 2025-12-19, the stock price moved by -1.72% on the day of the release. Over the subsequent five days, it saw a 0.3% change. Historically, PAYX's stock price tends to shift by an average of 2.36% in the 10 days leading up to earnings and 0.42% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate PAYX's annual revenue to reach 1.78B, while the EPS is projected at 1.67. These estimates reflect recent revisions, with revenue estimates revised downward by -0.42% and EPS estimates revised downward by -1.24% over the past three months, indicating analyst expectation in the company's performance.

The correlation between PAYX's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised downward by -0.42%, while EPS estimates moved revised downward by -1.24%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, PAYX's stock price typically moves by 2.36% in the 10 days before its earnings and 0.42% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 1.67 and revenue of 1.78B.

The earnings call presents a mixed outlook. Financial performance shows strong adjusted EPS growth and shareholder returns, but overall EPS fell. The Q&A reveals concerns about Paycor integration, smaller deal sizes, and cost-conscious clients, which may dampen growth. However, AI deployment and strong PEO performance could drive future gains. The company's guidance remains cautious, with management comfortable at the low end. Without clear market cap data, the overall sentiment remains neutral, reflecting a balance of positive and negative factors.