The earnings call highlights strong financial performance with impressive revenue growth, bookings, and free cash flow expansion. The company has made significant strides in AI integration and has secured key customer wins, including a contract with the Government of Canada. While there are concerns about the macro environment and certain financial charges related to pension plans, the positive aspects of the call significantly outweigh the negatives.

Company Guidance

In the Dayforce Second Quarter 2025 Earnings Call, CEO David Ossip provided optimistic guidance, highlighting that Dayforce exceeded the high end of their guidance across all metrics. Key metrics included a 14% growth in recurring revenue excluding floating on a constant currency basis, a 420 basis point increase in adjusted EBITDA margin to 31.7%, and a free cash flow of $87.1 million, representing 18.7% of revenue. Year-to-date, free cash flow rose by 500 basis points to $106.6 million. Ossip emphasized a target to grow Dayforce recurring revenue above 15% and projected an increase in free cash flow margins from 12% to between 13.5% and 14%, aiming for $1 billion in free cash flow by 2031. The company also reported bookings growth of over 40% year-to-date, with new client bookings and system integrator-led sales showing significant momentum.

Strong Revenue Growth

Total revenue was $465 million, up 10%. Excluding float, total revenue increased 12%. Dayforce recurring revenue excluding float was $315.5 million, up 14%.

Bookings Growth

Year-to-date bookings have grown over 40%, a trend that has continued for three consecutive quarters.

Adjusted EBITDA Margin Increase

Adjusted EBITDA margin was up 420 basis points to 31.7%.

Free Cash Flow Expansion

Free cash flow in the quarter was $87.1 million or 18.7% of revenue. Year-to-date free cash flow was up 500 basis points to $106.6 million.

Successful Customer Wins

Several new large customers were added, including a global leader in apparel and a leading U.S.-based provider of essential infrastructure services.

AI Integration

Over half of new business wins also purchased Dayforce AI Assistant. Almost 100% of new business wins included the AI people platform.

Government of Canada Contract

The government of Canada selected Dayforce for HR and pay transformation for its employees.

Dayforce Inc (DAY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DAY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.55 / -	0.47	―	―	―
Aug 06, 2025	2025 (Q2)	0.52 / 0.61	0.48	27.08% (+0.13)	―
May 07, 2025	2025 (Q1)	0.55 / 0.58	0.43	34.88% (+0.15)	―
Feb 05, 2025	2024 (Q4)	0.45 / 0.60	0.5	20.00% (+0.10)	―
Oct 30, 2024	2024 (Q3)	0.43 / 0.47	0.37	27.03% (+0.10)	―
Jul 31, 2024	2024 (Q2)	0.36 / 0.48	0.32	50.00% (+0.16)	―
May 01, 2024	2024 (Q1)	0.42 / 0.43	0.31	38.71% (+0.12)	―
Feb 07, 2024	2023 (Q4)	0.32 / 0.50	0.23	117.39% (+0.27)	―
Nov 01, 2023	2023 (Q3)	0.29 / 0.37	0.2	85.00% (+0.17)	―
Aug 02, 2023	2023 (Q2)	0.29 / 0.32	0.21	52.38% (+0.11)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DAY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$53.21	$53.40	+0.36%
May 07, 2025	$58.19	$54.44	-6.44%
Feb 05, 2025	$71.74	$66.00	-8.00%
Oct 30, 2024	$65.32	$70.08	+7.29%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Dayforce Inc (DAY) report earnings?

Dayforce Inc (DAY) is schdueled to report earning on Oct 29, 2025, TBA (Confirmed).

What is Dayforce Inc (DAY) earnings time?

Dayforce Inc (DAY) earnings time is at Oct 29, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is DAY EPS forecast?

DAY EPS forecast for the fiscal quarter 2025 (Q3) is 0.55.

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