Paycom Software, Inc. · PAYC · Next earnings

Paycom Software, Inc. reports Wednesday, Nov 4, 2026

PAYC reports after market close with consensus EPS at $2.82 and revenue at $536.1M. Last quarter: Paycom Beats Estimates as AI Automation Drives Revenue and Margin Expansion

Reports After market close45 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.82 Calendar consensus
Consensus revenue $536.1M Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session After market close 45 days away

Where PAYC left off: FY2026 Q1

Full report

Paycom Beats Estimates as AI Automation Drives Revenue and Margin Expansion

EPS surprise +5.4% Reported $3.15 vs $2.99
Revenue surprise +1.3% Reported $571.9M vs $564.4M
Stock move +9.6% Event window
Subsequent drift -0.6% Up to 20 sessions

Management reaffirmed full-year FY2026 guidance at approximately 6.5% revenue growth and adjusted EBITDA margin near 44%, unchanged from the prior quarter's outlook. No upward revision accompanied the Q1 beat, though the reaffirmation alongside strong execution signals confidence in the trajectory.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macroeconomic slowdown could reduce hiring and payroll volumes, impacting recurring revenue growth.
  • Continued growth depends on sustained client adoption of AI and automation solutions such as Beti, GONE, and IWant.
  • Competitive pressure from established HR and payroll platforms including ADP.
  • Uncertainty around future capital expenditure needs for data-center expansion, which Paycom operates itself.
  • Paycom serves only approximately 5% of its total addressable market, meaning execution risk in scaling sales remains significant.

Questions analysts left open

  • What specific factors drove the Q1 outperformance versus expectations?
  • Sustainability of gross-margin expansion throughout the full year.
  • Rationale for the large $2B share buyback amid potential economic slowdown.
  • Impact of AI product adoption on new bookings and pipeline growth.
  • Capex outlook and data-center expansion plans.

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Recent PAYC quarters

All PAYC earnings
+9.6%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.