ADP · Technology
AUTOMATIC DATA PROCESSING INC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-08-08
- Revenue Performance and MixImportance 37 · Surprise 6ADP generated $5.47 billion in quarterly revenue, exceeding expectations. The quarter was supported by strong new-business bookings, client retention, international growth, and disciplined pricing. AI-enabled products,…
News · 2026-08-07
- Market Demand TrendsImportance 17 · Surprise 24ADP reported strong new business bookings and client retention in the second quarter, supporting demand for its human-capital-management services. International wins contributed to momentum, indicating continued…
News · 2026-08-06
- Revenue Performance and MixImportance 37 · Surprise 6ADP generated $5.47 billion in quarterly revenue, exceeding expectations. The quarter was supported by strong new-business bookings, client retention, international growth, and disciplined pricing. AI-enabled products,…
- Macroeconomic Factors ImpactImportance 22 · Surprise 32ADP’s July 2026 National Employment Report showed U.S. private-sector employment increased by only 44,000 jobs, the smallest increase in six months. The report indicated annual pay growth of 4.4% for job-stayers and…
- Market Demand TrendsImportance 17 · Surprise 24ADP reported strong new business bookings and client retention in the second quarter, supporting demand for its human-capital-management services. International wins contributed to momentum, indicating continued…
10-K · 2026-08-05
- Capital Return ProgramImportance 81 · Surprise 64ADP returned $4.7 billion to shareholders in fiscal 2026 through $2.6 billion of dividends and $2.1 billion of share repurchases. The company repurchased 8.6 million shares in fiscal 2026, compared with 4.4 million…
- Revenue Performance and MixImportance 49 · Surprise 32Fiscal 2026 total revenue increased 7% year over year to $21,947.4 million, or 6% on an organic constant-currency basis. Revenue growth reflected new business bookings, client retention, pricing, a 1% foreign-currency…
- Margin DriversImportance 49 · Surprise 32GAAP EBIT increased to $5,730.3 million from $5,310.1 million, and EBIT margin expanded 30 basis points to 26.1%. Adjusted EBIT increased to $5,874.6 million from $5,347.1 million, while adjusted EBIT margin expanded…
- Segment Revenue PerformanceImportance 49 · Surprise 32Employer Services revenue increased to $14,831.4 million from $13,883.1 million, supported by new business, retention, pricing, a 1% foreign-currency benefit, and $164.1 million of higher client-funds interest.…
- Liquidity and Cash PositionImportance 49 · Surprise 6Cash and cash equivalents totaled $4.2 billion at June 30, 2026, primarily invested in time deposits and money market funds. ADP had $11.7 billion of committed credit facilities available for corporate liquidity.…
- Market Demand TrendsImportance 49 · Surprise 32ADP reported fiscal 2026 revenue growth of 7% to $21,947.4 million, or 6% on an organic constant-currency basis, supported by new business, strong client retention, pricing, and higher client-funds interest revenue.…
- Interest Rate EnvironmentImportance 48 · Surprise 40Interest on funds held for clients increased $165.7 million to $1,354.8 million in fiscal 2026. Average client funds balances increased 7.4% to $40.4 billion, while the average interest rate earned rose to 3.4% from…
- Operating Expense TrendsImportance 42 · Surprise 14Total expenses increased to $16,627.7 million in fiscal 2026 from $15,604.9 million, with operating expenses rising to $10,240.6 million from $9,622.7 million. PEO zero-margin benefits pass-through costs increased…
- Income Tax Rate ChangesImportance 36 · Surprise 14ADP’s effective tax rate decreased to 23.0% in fiscal 2026 from 23.2% in fiscal 2025. The 20-basis-point reduction reflected lower uncertain tax positions and higher tax credits. A lower benefit from prior-year…
- Headcount / RestructuringImportance 34 · Surprise 42ADP recorded a $91.1 million charge in the fourth quarter of fiscal 2026 for a corporate-led business alignment program. The program included $89.1 million of severance costs and $2.0 million of strategic project…
- Products and TechnologyImportance 31 · Surprise 42ADP expanded ADP Assist agents across payroll, benefits, HR, and compliance solutions, making AI-powered HCM agents available to nearly all of its more than 1.1 million clients. ADP Assist became increasingly embedded…
- Partner Ecosystem ExpansionImportance 31 · Surprise 42ADP launched a dedicated space within ADP Marketplace for partners’ AI agents, extending its partner ecosystem around HCM automation. The initiative complements the expansion of ADP Assist agents across payroll,…
- AI Adoption RecognitionImportance 31 · Surprise 42ADP expanded ADP Assist agents across payroll, benefits, HR, and compliance solutions beginning in January 2026. The agents became accessible to nearly all of ADP’s more than 1.1 million clients, embedding AI into…
- FX / Currency HeadwindsImportance 24 · Surprise 14Foreign currency contributed a 1% year-over-year increase to consolidated fiscal 2026 revenue as reported. Management’s organic constant-currency measure excludes foreign-exchange effects and showed 6% revenue growth…
News · 2026-08-05
- R&D Investment in AIImportance 58 · Surprise 42ADP reported $1.405 billion of research and development expense for fiscal 2026. The company is investing in AI-enabled HCM products, including ADP Assist and The Zone, to improve client productivity and retention. ADP…
- Revenue Performance and MixImportance 37 · Surprise 6ADP generated $5.47 billion in quarterly revenue, exceeding expectations. The quarter was supported by strong new-business bookings, client retention, international growth, and disciplined pricing. AI-enabled products,…
- Macroeconomic Factors ImpactImportance 22 · Surprise 32ADP’s July 2026 National Employment Report showed U.S. private-sector employment increased by only 44,000 jobs, the smallest increase in six months. The report indicated annual pay growth of 4.4% for job-stayers and…
- Market Demand TrendsImportance 17 · Surprise 24ADP reported strong new business bookings and client retention in the second quarter, supporting demand for its human-capital-management services. International wins contributed to momentum, indicating continued…
- Quarterly Dividend DeclarationImportance 6 · Surprise 6ADP's board declared a regular quarterly dividend of $1.70 per share. The dividend is payable on October 1, 2026, to shareholders of record on September 11, 2026. ADP serves more than 1.1 million clients across more…
News · 2026-08-04
- Products and TechnologyImportance 31 · Surprise 42ADP is integrating AI-enabled tools, including ADP Assist and The Zone, into its human-capital-management platform. The tools are intended to improve client service and workforce-management productivity while…
- Guidance / OutlookImportance 31 · Surprise 42Management’s forward view emphasizes continued investment in AI, international expansion, and disciplined pricing. ADP anticipates margin expansion as AI-driven productivity gains offset investment needs. The outlook…
- Market Demand TrendsImportance 17 · Surprise 24ADP reported strong new business bookings and client retention in the second quarter, supporting demand for its human-capital-management services. International wins contributed to momentum, indicating continued…