Paychex remains a 'hold', despite strong Q1 results and successful Paycor integration, as valuation is not yet compelling. Q1 revenue grew 16.8% year-over-year, driven by both the Paycor acquisition and organic growth in core HR and PEO solutions. Adjusted EPS and profitability metrics exceeded expectations, prompting management to raise 2026 EPS growth guidance to 9-11%.
Paychex President and CEO John Gibson joins 'Mad Money' host Jim Cramer to talk quarterly results, the state of the job market, the impact of the federal reserve and more.
Paychex President and CEO John Gibson joins 'Mad Money' host Jim Cramer to talk quarterly results, the state of the job market, the impact of the federal reserve and more.
Paychex, Inc. (NASDAQ:PAYX ) Q1 2026 Earnings Call September 30, 2025 9:30 AM EDT Company Participants Robert Schrader - Senior VP & CFO John Gibson - President, CEO & Director Conference Call Participants Jared Levine - TD Cowen, Research Division Mark Marcon - Robert W. Baird & Co. Incorporated, Research Division Samad Samana - Jefferies LLC, Research Division Tien-Tsin Huang - JPMorgan Chase & Co, Research Division Andrew Nicholas - William Blair & Company L.L.C.
The headline numbers for Paychex (PAYX) give insight into how the company performed in the quarter ended August 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Paychex (PAYX) came out with quarterly earnings of $1.22 per share, beating the Zacks Consensus Estimate of $1.21 per share. This compares to earnings of $1.16 per share a year ago.
PAYX posts solid first-quarter fiscal 2026 results, with revenues increasing 16.8% and earnings rising 5.2% year over year.
HR software provider Paychex on Tuesday reported higher expenses in the first quarter overshadowing a lift to its annual earnings forecast, and dragging the company's shares down 6.2% in early trading.
Paychex (PAYX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Paychex (PAYX) reported earnings 30 days ago. What's next for the stock?
Paychex (NASDAQ:PAYX) experienced a decline of nearly 10% in Wednesday's trading session following the payroll processing firm's announcement of its Q4 FY'25 results (the fiscal year ends in May). Although revenue grew by 10% year-over-year, reaching $1.43 billion, and adjusted earnings increased by 6% to $1.19 per share, the FY'26 guidance provided by the company seemed to disappoint investors.
Paychex's business remains fundamentally solid, with improving client retention and successful Paycor integration. But the recent stock sell-off wasn't an overreaction to a temporary slowdown. Management's FY2026 guidance is bullish, but consensus expects slower EPS growth than historical averages, limiting the case for multiple expansion. Valuation is now fair at 25.87x forward earnings, with no upside even after the post-earnings correction, so the stock lacks a margin of safety.