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Paycom Software Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $2.99 |
| EPS actual | $3.15 |
| EPS Surprise | 5.35% |
| Revenue estimate | 564.374M |
| Revenue actual | 571.9M |
| Revenue Surprise | 1.33% |
| Release date | Feb 11, 2026 |
| EPS estimate | $2.44 |
| EPS actual | $2.45 |
| EPS Surprise | 0.410% |
| Revenue estimate | 543.028M |
| Revenue actual | 544.3M |
| Revenue Surprise | 0.234% |
| Release date | Nov 05, 2025 |
| EPS estimate | $1.95 |
| EPS actual | $1.94 |
| EPS Surprise | -0.513% |
| Revenue estimate | 492.888M |
| Revenue actual | 493.3M |
| Revenue Surprise | 0.0837% |
| Release date | Aug 06, 2025 |
| EPS estimate | $1.78 |
| EPS actual | $2.06 |
| EPS Surprise | 15.73% |
| Revenue estimate | 472.022M |
| Revenue actual | 483.6M |
| Revenue Surprise | 2.45% |
Last 4 Quarters for Paycom Software
Below you can see how PAYC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $223.26 |
| EPS estimate | $1.78 |
| EPS actual | $2.06 |
| EPS surprise | 15.73% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $231.54 |
| Aug 01, 2025 | $226.44 |
| Aug 04, 2025 | $229.32 |
| Aug 05, 2025 | $223.27 |
| Aug 06, 2025 | $223.26 |
| Aug 07, 2025 | $233.38 |
| Aug 08, 2025 | $229.85 |
| Aug 11, 2025 | $221.04 |
| Aug 12, 2025 | $215.21 |
| 4 days before | -3.58% |
| 4 days after | -3.61% |
| On release day | 4.53% |
| Change in period | -7.05% |
| Release date | Nov 05, 2025 |
| Price on release | $183.71 |
| EPS estimate | $1.95 |
| EPS actual | $1.94 |
| EPS surprise | -0.513% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $185.29 |
| Oct 31, 2025 | $187.09 |
| Nov 03, 2025 | $184.85 |
| Nov 04, 2025 | $181.91 |
| Nov 05, 2025 | $183.71 |
| Nov 06, 2025 | $164.01 |
| Nov 07, 2025 | $162.15 |
| Nov 10, 2025 | $166.82 |
| Nov 11, 2025 | $170.34 |
| 4 days before | -0.85% |
| 4 days after | -7.28% |
| On release day | -10.72% |
| Change in period | -8.07% |
| Release date | Feb 11, 2026 |
| Price on release | $118.77 |
| EPS estimate | $2.44 |
| EPS actual | $2.45 |
| EPS surprise | 0.410% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $131.59 |
| Feb 06, 2026 | $130.97 |
| Feb 09, 2026 | $129.42 |
| Feb 10, 2026 | $124.94 |
| Feb 11, 2026 | $118.77 |
| Feb 12, 2026 | $119.76 |
| Feb 13, 2026 | $125.31 |
| Feb 17, 2026 | $122.32 |
| Feb 18, 2026 | $124.22 |
| 4 days before | -9.74% |
| 4 days after | 4.59% |
| On release day | 0.83% |
| Change in period | -5.60% |
| Release date | May 06, 2026 |
| Price on release | $126.32 |
| EPS estimate | $2.99 |
| EPS actual | $3.15 |
| EPS surprise | 5.35% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $126.76 |
| May 01, 2026 | $131.90 |
| May 04, 2026 | $132.23 |
| May 05, 2026 | $131.68 |
| May 06, 2026 | $126.32 |
| May 07, 2026 | $138.43 |
| May 08, 2026 | $136.87 |
| May 11, 2026 | $138.44 |
| May 12, 2026 | $137.60 |
| 4 days before | -0.347% |
| 4 days after | 8.93% |
| On release day | 9.59% |
| Change in period | 8.55% |
Paycom Software Earnings Call Transcript Summary of Q1 2026
Paycom reported a solid start to 2026 with strong Q1 execution driven by its full-solution automation strategy and expanding AI capabilities. Q1 revenue was $572 million (up 8% YoY) with recurring revenue of $544 million (up 9% YoY). GAAP net income was $156 million ($3.04/share) and non-GAAP net income was $161 million ($3.15/share). Adjusted EBITDA expanded to $275 million, representing a 48.2% margin (50 bps improvement YoY). The company repurchased ~8.4 million shares (~15% of 2025 shares outstanding) for $1.06 billion, paid $18 million in dividends, and received board approval for a new $2 billion buyback authorization and a quarterly $0.375/share dividend. Paycom ended the quarter with $154 million cash and a new 5-year $2.125 billion credit facility (with $675 million drawn). Management reaffirmed full-year 2026 guidance: total revenue $2.175–$2.195 billion (midpoint ~6.5% growth), recurring revenue up 7–8%, and adjusted EBITDA $950–$970 million (midpoint ~44% margin). Key investor takeaways: (1) strong profitability and margin expansion driven by automation and operational efficiencies, (2) active capital return via sizeable buybacks and dividends, (3) continued product differentiation and early AI adoption (IWant, Beti, GONE) supporting client ROI and retention, and (4) management remains opportunistic on buybacks and conservative/modest in full-year guidance despite Q1 beat.
