earnings
confidence high
sentiment positive
materiality 0.75
ADP reports FY2026 revenue $21.9B (+7%), EPS $10.94 (+10%); guides FY2027 EPS growth 9-11%
AUTOMATIC DATA PROCESSING INC
- FY2026 revenue $21.9B (+7% reported, +6% organic constant currency); Q4 revenue $5.5B (+7%).
- FY2026 diluted EPS $10.94 (+10%); adjusted diluted EPS $11.12 (+11%). Q4 adjusted diluted EPS $2.64 (+17%).
- Employer Services new business bookings $2.2B (+6% YoY); adjusted EBIT margin 26.8% (+80 bps).
- FY2027 outlook: revenue growth 5-6%, adjusted EBIT margin expansion 70-90 bps, adjusted diluted EPS growth 9-11%.
- CEO cites AI reshaping HCM; record client satisfaction and strong retention as growth drivers.