earnings
confidence high
sentiment positive
materiality 0.75
Paycom Q2 revenue up 11% to $483.6M, raises 2025 growth and margin targets
Paycom Software, Inc.
2025-Q2 EPS reported
$4.06
revenue$1,014,100,000
- Q2 GAAP net income $89.5M ($1.58/diluted share) vs $68.0M ($1.20) a year ago.
- Non-GAAP net income $116.6M ($2.06/diluted) vs $91.8M ($1.62); Adjusted EBITDA $198.3M (41% of revenue).
- Recurring revenue $455.1M (+12.2% YoY) was 94.1% of total revenue.
- Cash $532.2M, zero debt; paid $21.8M in dividends and repurchased $32.6M in stock during Q2.
- CEO highlights IWant AI engine and strong new logo adds; company raised full-year guidance.
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