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Automatic Data Processing Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary28 Jan, 2026
Executive summary
Achieved 6% revenue growth and 11% adjusted diluted EPS growth year-over-year in Q2 fiscal 2026, with record client satisfaction and strong new business bookings across segments.
Strategic initiatives advanced, including launches of new workforce management solutions, enhancements to AI-driven services, and the acquisition of WorkForce Software.
PEO revenue increased 6%, with 2% growth in average worksite employees, though PEO bookings were slightly below expectations.
Cash returned to shareholders totaled $2.1B in the first half, including $1.3B in dividends and $0.9B in share repurchases; board authorized a new $6B share repurchase and increased dividend by 10%.
Strategic priorities advanced in technology leadership, outsourcing solutions, and global scale.
Financial highlights
Q2 revenues were $5.4B, up 6% year-over-year; six-month revenues reached $10.53B, up 7%.
Adjusted EBIT margin expanded by 80 basis points to 26.0%; ES margins up 50 basis points, PEO margins down 70 basis points due to pass-throughs and higher selling expenses.
Adjusted EPS grew 11% to $2.62 in Q2; six-month diluted EPS rose 9% to $5.12.
Client funds interest revenue increased, with full-year forecast raised to $1.31–$1.33B.
Operating expenses rose 6% year-over-year, mainly due to higher PEO pass-through costs and service investments.
Outlook and guidance
Fiscal 2026 consolidated revenue growth outlook raised to about 6%, with adjusted EBIT margin expansion of 50–70 basis points.
Adjusted EPS growth guidance increased to 9–10% for fiscal 2026; adjusted effective tax rate projected at approximately 23%.
ES revenue growth outlook at about 6%; PEO revenue growth expected at 5–7%, excluding pass-throughs at 3–5%.
Client funds interest revenue expected at $1.31–$1.33B, with average yield of ~3.4%.
ES new business bookings growth guidance maintained at 4–7%.
Drivers of PEO Services segment margin decrease?
Why is US pays per control outlook flat?
Explain client funds net impact vs. interest income.
PEO WSE growth: What drives the updated outlook?
Lyric & WFN Next Gen: What drives market traction?
International business: Strategic value & profitability?
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Next Automatic Data Processing earnings date
Q3 202629 Apr, 2026
Automatic Data Processing
Next Automatic Data Processing earnings date
Q3 202629 Apr, 2026
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Frequently asked questions
HR Software and Solutions
Automatic Data Processing, more often than not referred to as ADP, is an American software company headquartered in Roseland, New Jersey. The company is a provider of various software and services for human resource management, aiming to make HR matters simpler and manageable for businesses of all sizes. ADP operates globally, with a presence in over 140 countries and 60,000 employees spread across the globe. The company’s shares are listed on the NYSE.
Starting Out in Payroll Processing
Founded in 1949, ADP started as a manual payroll processing business by Henry Taub in Paterson, New Jersey. The company's innovative approach to handling payroll quickly gained traction, and over the following years, ADP continued to innovate and was among the early adopters of computerized payroll processing in the 1960s. As the years progressed, ADP expanded its services beyond payroll, branching into human resources, tax, and benefits administration solutions. The company’s growth has been organic and spurred on by numerous acquisitions of other companies in the industry.
When looking at the company’s competition and peers, one finds several companies providing similar services. These include Paychex, Intuit, Workday, and several others.
Human Resources
ADP offers a comprehensive suite of human resources solutions designed to manage various HR tasks and streamline business processes. These solutions cover a wide range of areas:
Payroll Services: ADP provides a scalable payroll solution suitable for businesses of all sizes. It automatically calculates wages, deducts taxes, and delivers payslips digitally.
Talent Management: This encompasses everything from recruitment to retirement. Tools within this category assist with applicant tracking, onboarding, performance reviews, and succession planning.
Benefits Administration: ADP's platform aids businesses in administering and managing employee benefits, ensuring compliance, and offering employees easy access to their benefits information.
Time and Attendance: The system tracks employee working hours, overtime, and vacations, integrating with payroll for accurate compensation.
Compliance
The company also offers robust compliance and tax solutions designed to navigate the complex terrain of regulations and tax obligations faced by businesses. These services are tailored to ensure organizations meet regulatory requirements, minimizing risks associated with non-compliance. ADP's tax solutions handle calculations of local, state, and federal taxes, ensuring timely and compliant payroll tax deposits and filings. Its platform also tracks legislative changes, providing businesses with up-to-date insights and helping them adapt to new regulations. Additionally, ADP's compliance solutions offer tools and resources addressing a range of areas, including labor laws, benefits administration, and employment eligibility verification.
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