ADP · 10-K · 2026A · Full report

Market Demand Trends

AUTOMATIC DATA PROCESSING INC · 2026-08-05 · Importance 49 · Surprise 32

ADP 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. Employer Services new business bookings increased 6%, while client revenue retention was 92.1%. The U.S. pays-per-control metric increased 1%, indicating modest underlying employment growth among a subset of small to large Employer Services clients. PEO average worksite employees increased 2%, with PEO revenue excluding zero-margin benefits pass-throughs rising $119.4 million to $2,520.8 million.

Key facts

• ES new business bookings grew 6% in fiscal 2026 source
• Employer Services' pays per control (same-store-sales basis) grew 1% for the year ended June 30, 2026 versus prior year source
• PEO average worksite employees increased 2% for the year ended June 30, 2026 versus prior year source
• ES client revenue retention for fiscal 2026: 92.1% source