ADP's earnings call highlighted strong revenue and EPS growth, record sales volume, and high client satisfaction. These positives were somewhat offset by flat pays per control growth and slight declines in retention and segment margins. Overall, the sentiment leans positive due to the significant achievements outweighing the challenges.
Company Guidance
During ADP's First Quarter 2026 Earnings Call, the company reported a 7% revenue growth and 7% adjusted EPS growth. Employer Services new business bookings set a record, with notable strength in the small business portfolio and HR Outsourcing. The Employer Services retention rate slightly declined but exceeded expectations, and the client satisfaction score reached an all-time high for the first quarter. Pays per control growth rounded down to 0%, with clients cautious about adding headcount. PEO revenue grew by 7%, surpassing expectations due to growth in zero-margin pass-throughs and higher wages. ADP maintained its full-year guidance for Employer Services revenue growth of 5% to 6% and PEO revenue growth of 5% to 7%, with expectations of 8% to 10% adjusted EPS growth supported by share repurchases.
Revenue and EPS Growth
ADP reported 7% revenue growth and 7% adjusted EPS growth for the first quarter of fiscal year 2026.
Record Sales Volume
Employer Services new business bookings showed growth acceleration from the previous quarter, resulting in a record sales volume for the first quarter.
High Client Satisfaction
Overall client satisfaction score reached a new all-time high for the first quarter, reflecting improvements in each business unit.
PEO Revenue Exceeds Expectations
PEO revenue growth of 7% exceeded expectations, aided by growth in zero margin pass-throughs and higher wages.
Strong Global Expansion
ADP went live with its first GlobalView client in Costa Rica, expanding its footprint in over 140 countries.
Automatic Data Processing (ADP) 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
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
ADP Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 30, 2025
$307.04
$309.33
+0.75%
Apr 30, 2025
$292.78
$297.56
+1.63%
Jan 29, 2025
$293.73
$295.95
+0.76%
Oct 30, 2024
$282.06
$286.80
+1.68%
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 Automatic Data Processing (ADP) report earnings?
Automatic Data Processing (ADP) is schdueled to report earning on Feb 04, 2026, Before Open (Confirmed).
What is Automatic Data Processing (ADP) earnings time?
Automatic Data Processing (ADP) earnings time is at Feb 04, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.