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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Paychex (PAYX) is 6/10.
Paychex delivered 20% total revenue growth to $1.8 billion with approximately 6% organic growth, and adjusted EPS of $1.71, up 15% year-over-year. Organic growth accelerated to 6% in the back half as expected. PEO outpaced the industry with double-digit metrics, and the enterprise segment grew approximately 10%. AI was driving a multi-year margin expansion runway. Full-year guidance was reiterated unchanged, with the Paycor anniversary approaching and enterprise momentum building.
Scored from Paychex’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $1.32B | +2.5% | $1.18 | +1.7% | 41.5% | 32.4% | $511M |
| FY2025 Q2 | $1.32B | +4.7% | $1.14 | +5.6% | 40.9% | 31.4% | $248M |
| FY2025 Q3 | $1.51B | +4.8% | $1.43 | +3.6% | 45.8% |
| 34.4% |
| $667M |
| FY2025 Q4 | $1.43B | +10.2% | $0.82 | -21.9% | 30.2% | 20.8% | $345M |
| FY2026 Q1 | $1.54B | +16.8% | $1.06 | -10.2% | 35.2% | 24.9% | $663M |
| FY2026 Q2 | $1.56B | +18.3% | $1.10 | -3.5% | 36.7% | 25.4% | $383M |
| FY2026 Q3 | $1.81B | +19.9% | $1.55 | +8.4% | 43.8% | 31.0% | $762M |
| FY2026 Q4 | $1.61B | +12.5% | $1.17 | +42.7% | 37.7% | 26.2% | $515M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2023 | $5.01B | +8.6% | $4.30 | +12.0% | 40.6% | 31.1% | $1.59B |
| FY2024 | $5.28B | +5.4% | $4.67 | +8.6% | 41.2% | 32.0% | $1.69B |
| FY2025 | $5.57B | +5.6% | $4.57 | -2.1% | 39.6% | 29.7% | $1.77B |
| FY2026 | $6.51B | +16.9% | $4.88 | +6.8% | 38.6% | 27.0% | $2.32B |