PAYC · 10-Q · 2026Q3 · Full report
Net Income and EPS Performance
Paycom Software, Inc. · 2026-11-05 · Importance 59 · Surprise 48 · From source text
Third-quarter 2026 net income increased 20.3% year over year to $133.2 million, and diluted earnings per share rose to $2.99 from $1.96. For the first nine months, net income increased 16.7% to $396.3 million and diluted EPS rose to $8.40 from $6.02. Nine-month adjusted EBITDA increased to $778.5 million from $645.9 million, while non-GAAP net income reached $439.0 million versus $383.9 million. Weighted-average diluted shares declined to 44.5 million in the quarter and 47.2 million over nine months, from 56.4 million in both comparable 2025 periods.
Key facts
- Paycom’s net income was $133.2 million for the three months ended September 30, 2026, up 20.3%, and $396.3 million for the nine months, up 16.7%. source
- Paycom’s diluted earnings per share were $2.99 for the three months ended September 30, 2026 and $8.40 for the nine months ended September 30, 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | +10.4% | Paycom’s net income was $133.2 million for the three months ended September 30, 2026, up 20.3%, and $396.3 million for the nine months, up… |
| net_income | positive | realized | +4.1% | Paycom’s net income was $133.2 million for the three months ended September 30, 2026, up 20.3%, and $396.3 million for the nine months, up… |