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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for ADP (ADP) is 7/10.
ADP sustained momentum with 7% revenue growth and 10% adjusted EPS growth in Q3, achieving a record Q3 retention rate and highest client satisfaction scores while EBIT margin expanded 80 basis points year-over-year. ADP Assist AI agents began delivering measurable efficiency gains across the platform, and international and compliance solutions drove bookings strength. Management raised FY2026 EPS growth guidance again to 10-11%.
Scored from ADP’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $4.83B | +7.1% | $2.34 | +12.6% | 49.8% | 26.3% | 19.8% | $766M |
| FY2025 Q2 | $5.05B | +8.1% | $2.36 | +10.8% | 49.9% | 25.7% | 19.1% | $1.11B |
| FY2025 Q3 | $5.55B | +5.7% | $3.06 | +6.3% | 51.7% | 29.4% | 22.5% | $1.49B |
| FY2025 Q4 | $5.13B | +7.5% | $2.23 | +10.4% | 50.3% | 23.5% | 17.8% | $1.41B |
| FY2026 Q1 | $5.18B | +7.1% | $2.49 | +6.4% | 45.2% | -2.4% | 19.6% | $596M |
| FY2026 Q2 | $5.36B | +6.2% | $2.63 | +11.4% | 46.1% | 23.8% | 19.8% | $1.11B |
| FY2026 Q3 | $5.94B | +7.0% | $3.38 | +10.5% | 48.3% | 30.1% | 22.9% | $2.04B |
| FY2026 Q4 | $5.47B | +6.8% | $2.45 | +9.9% | 53.0% | 23.0% | 17.9% | $1.36B |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $18.01B | +9.2% | $8.21 | +17.2% | 48.9% | 25.0% | 18.9% | $3.64B |
| FY2024 | $19.20B | +6.6% | $9.11 | +11.0% | 49.9% | 25.7% | 19.5% | $3.59B |
| FY2025 | $20.56B | +7.1% | $9.99 | +9.7% | 50.5% | 26.3% | 19.8% |
| $4.77B |
| FY2026 | $21.95B | +6.7% | $10.95 | +9.6% | 48.2% | 19.1% | 20.1% | $5.10B |