Paycom Software, Inc. · PAYC · Next earnings

Paycom Software, Inc. reports Wednesday, Feb 10, 2027

PAYC reports after market close with consensus EPS at $3.29 and revenue at $570.0M. Last quarter: Paycom raises 2026 outlook as AI and new products support growth

Reports After market close97 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $3.29 Calendar consensus
Consensus revenue $570.0M Calendar consensus
Report date Feb 10, 2027 Wednesday, date estimated
Session After market close 97 days away

Where PAYC left off: FY2026 Q2

Full report

Paycom raises 2026 outlook as AI and new products support growth

EPS surprise +16.8% Reported $2.78 vs $2.38
Revenue surprise +3.5% Reported $531.2M vs $513.1M
Stock move +23.6% Event window
Subsequent drift +11.4% Up to 20 sessions

Raised: full-year 2026 revenue guidance now targets 7–8% growth, with a 46% adjusted EBITDA margin target.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Adoption risk for newly launched products and AI features.
  • A macroeconomic slowdown could affect client hiring and spending.
  • Guidance assumes stable interest rates for the year.

Questions analysts left open

  • Whether the revenue beat reflects sustainable trends or one-off items.
  • Timing and scale of contribution from new products.
  • How AI affects sales productivity, headcount, and capital allocation.

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Recent PAYC quarters

All PAYC earnings
+23.6%FY2026 Q2+9.6%FY2026 Q1+0.9%FY2025 Q4-10.7%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.