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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Samad Samana | Jefferies | 12 | 8% |
| Jason Kupferberg | Wells Fargo | 11 | 0% |
| Tien-Tsin Huang | JPMorgan | 11 | 0% |
| Mark Marcon | Robert W. Baird | 10 | 10% |
| Scott Wurtzel | Wolfe Research | 9 | 0% |
| Kartik Mehta | Northcoast Research | 9 | 0% |
| Andy Nicholas | William Blair | 9 | 0% |
| Jim Faucette | Morgan Stanley | 7 | 0% |
| Bryan Keane | Citigroup | 7 | 0% |
| Ramsey El-Assal | Cantor Fitzgerald | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jefferies | 1 | 12 | 8% |
| Wells Fargo | 1 | 11 | 0% |
| JPMorgan | 1 | 11 | 0% |
| William Blair | 2 |
| 11 |
| 0% |
| Robert W. Baird | 1 | 10 | 10% |
| Morgan Stanley | 2 | 10 | 0% |
| Northcoast Research | 1 | 9 | 0% |
| Citigroup | 2 | 9 | 0% |
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.
Revenue Growth | M&A | Demand | Competitive Dynamics | Macroeconomic | Cloud & AI | Guidance Reliability | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 7 | 1 | 3 | 4 | 1 | 2 | ||
| 2025Q2 | 4 | 1 | 6 | 6 | 4 | 2 | 1 | 1 |
| 2025Q3 | 6 | 5 | 5 | 3 | 4 | 3 | 2 | 1 |
| 2025Q4 | 7 | 8 | 1 | 6 | 2 | 2 | ||
| 2026Q1 | 8 | 7 | 2 | 2 | 1 | 2 | 1 | |
| 2026Q2 | 9 | 5 | 9 | 3 | 1 | 4 | 3 | 4 |
| 2026Q3 | 16 | 12 | 7 | 4 | 2 | 6 | 6 | 3 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 7 | 4 | 6 | 7 | 8 | 9 | 16 |
| M&A | 1 | 1 | 5 | 8 | 7 | 5 | 12 |
| Demand | 3 | 6 | 5 | 1 | 2 | 9 | 7 |
| Competitive Dynamics | 4 | 6 | 3 | 2 | 3 | 4 | |
| Macroeconomic | 4 | 4 | 6 | 1 | 1 | 2 | |
| Cloud & AI | 2 | 3 | 2 | 4 | 6 | ||
| Guidance Reliability | 1 | 1 | 2 | 2 | 1 | 3 | 6 |
| Pricing | 2 | 1 | 1 | 2 | 4 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PAYX Paychex | 6 | +19.9% | |
| ADP ADP | 7 | +7.0% |