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PAYC

Paycom Software·NYSE
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PAYC fundamentals

Paycom Software (PAYC) released its earnings on Feb 11, 2026: revenue was 544.30M (YoY +10.23%), beat estimates; EPS was 2.45 (YoY +5.60%), beat estimates.
Revenue / YoY
544.30M
+10.23%
EPS / YoY
2.45
+5.60%
Report date
Feb 11, 2026
PAYC Earnings Call Summary for Q4,2025
  • Record Financials: 2025 revenue $2.05B (+10%), EBITDA $882M (+14%), Non-GAAP EPS $9.24.
  • AI-Driven Growth: IWant usage up 80% in Q1 2026; Beti reduces payroll labor by 90%.
  • Retention Excellence: 91% revenue retention, highest in company history.
  • 2026 Outlook: Guided for $2.18B revenue (+6–7%), despite macroeconomic headwinds.
  • Market Expansion: 5% of TAM captured; 10 new sales offices and 100+ new reps added.
EPS
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
1.330.620.70.841.470.970.921.111.91.261.271.732.461.621.771.932.591.621.672.322.82.061.942.45
Forecast
1.25910.62310.55380.79431.41510.83330.90251.08281.751.12121.18421.48172.35661.59591.62471.77952.44811.61821.60521.97072.56751.78481.94982.4452
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+5.63%
-0.50%
+26.40%
+5.75%
+3.88%
+16.40%
+1.94%
+2.51%
+8.57%
+12.38%
+7.25%
+16.76%
+4.39%
+1.51%
+8.94%
+8.46%
+5.80%
+0.11%
+4.04%
+17.72%
+9.06%
+15.42%
-0.50%
+0.20%
Revenue
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------242.37M181.59M196.53M220.95M272.20M242.15M256.19M284.99M353.52M316.92M334.17M370.61M451.64M401.14M406.30M434.60M499.88M437.51M451.93M493.80M530.50M483.60M493.30M544.30M
Forecast
--------------------238.27M183.60M192.02M213.57M271.34M232.12M250.32M276.58M343.07M309.09M328.09M367.08M444.25M398.13M410.46M422.50M495.94M436.87M447.25M481.12M525.03M472.02M492.89M543.03M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+1.72%
-1.10%
+2.35%
+3.45%
+0.32%
+4.32%
+2.35%
+3.04%
+3.04%
+2.53%
+1.85%
+0.96%
+1.66%
+0.76%
-1.01%
+2.86%
+0.79%
+0.15%
+1.05%
+2.63%
+1.04%
+2.45%
+0.08%
+0.23%

Earnings Call