The earnings call highlights strong financial performance, increased profitability, and successful product integration and innovation. However, there are concerns about macroeconomic uncertainty affecting client decision-making and potential future sales. Overall, the positives significantly outweigh the concerns.

Company Guidance -

Q1 2026

During Paylocity's third-quarter fiscal 2025 earnings call, management provided guidance indicating strong financial performance. The company reported recurring and other revenue growth of 15% year-over-year, totaling $421.1 million, which exceeded the high end of their guidance by $6.1 million. Total revenue increased by 13% over the same period last year. The company's adjusted EBITDA for the quarter was $197.1 million, representing 43.4% of the revenue, and significantly exceeded the guidance. Paylocity raised its full-year fiscal 2025 guidance, with recurring and other revenue expected to be in the range of $1.460 billion to $1.465 billion, reflecting approximately 14% growth over the previous fiscal year. Total revenue is anticipated to be between $1.580 billion and $1.585 billion, an increase of approximately 13%. Additionally, the company highlighted strong sales execution and channel performance, particularly from broker referrals, which accounted for more than 25% of new business during the quarter.

Strong Revenue Growth

Recurring and other revenue grew 15% year-over-year to $421.1 million, exceeding the high end of guidance by $6.1 million. Total revenue increased by 13% compared to Q3 of the previous fiscal year.

Increased Profitability and Guidance

Adjusted EBITDA for the third quarter was $197.1 million, or 43.4% of revenue, significantly exceeding guidance. The fiscal year 2025 revenue guidance was increased by $19.5 million at the midpoint.

Product and Innovation Recognition

Paylocity was named to TrustRadius' list of best loved software for 2025 and an overall leader in 10 HCM product categories in G2's Spring 2025 Grid Reports. Airbase by Paylocity was named a Visionary in the 2025 Gartner Magic Quadrant for Accounts Payable Applications.

Sales and Operational Execution

Solid sales and operational execution during the busiest time of the year helped drive strong recurring revenue growth and increased revenue and profitability guidance for fiscal 2025.

Strong Channel Performance

Channel referrals, primarily from benefit brokers and financial advisers, represented more than 25% of new business for the third quarter.

Integration of Airbase

The Airbase team is now fully integrated within Paylocity, with progress made towards integrating platforms from both a product and go-to-market perspective.

Paylocity (PCTY) 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 >

PCTY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2026 (Q1)	1.57 / -	1.66	―	―	―
Aug 05, 2025	2025 (Q4)	1.40 / 1.56	1.48	5.41% (+0.08)
May 01, 2025	2025 (Q3)	2.12 / 2.43	2.21	9.95% (+0.22)
Feb 06, 2025	2025 (Q2)	1.42 / 1.52	1.49	2.01% (+0.03)
Oct 30, 2024	2025 (Q1)	1.49 / 1.66	1.4	18.57% (+0.26)
Aug 01, 2024	2024 (Q4)	1.29 / 1.48	1.32	12.12% (+0.16)
May 02, 2024	2024 (Q3)	1.99 / 2.21	1.74	27.01% (+0.47)
Feb 08, 2024	2024 (Q2)	1.27 / 1.49	1.12	33.04% (+0.37)
Nov 02, 2023	2024 (Q1)	1.13 / 1.40	0.98	42.86% (+0.42)
Aug 03, 2023	2023 (Q4)	1.15 / 1.32	0.8	65.00% (+0.52)

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

PCTY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$181.71	―	―
May 01, 2025	$194.16	$187.33	-3.52%
Feb 06, 2025	$212.01	$205.84	-2.91%
Oct 30, 2024	$178.16	$184.57	+3.60%

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 Paylocity Holding (PCTY) report earnings?

Paylocity Holding (PCTY) is schdueled to report earning on Oct 30, 2025, TBA (Confirmed).

What is Paylocity Holding (PCTY) earnings time?

Paylocity Holding (PCTY) earnings time is at Oct 30, 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 PCTY EPS forecast?

PCTY EPS forecast for the fiscal quarter 2026 (Q1) is 1.57.

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