ADP raises FY26 EPS growth view to 10%-11%, implying $11.01-$11.11

Consensus $10.97. Raises FY26 revenue growth view to 6%-7% from about 6%, implying $21.79B-$22.0B, consensus $21.8B. Raises EBIT margin view to up 70-80bps from up 50-70bps. Peter Hadley, Chief Financial Officer, ADP (ADP), stated: “ADP has the financial strength and scale to invest with confidence in AI capabilities across our products, service delivery, and sales organization to fuel our future growth, while continuing to deliver on our financial commitments. Our updated fiscal 2026 guidance reflects stronger revenue and earnings growth.”