Automatic Data Processing (ADP) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
4 May, 2026Business overview and scale
Generated $21B in FY25 revenue, serving over 1.1M clients and processing payroll for 42M+ employees in 140+ countries and territories.
Moves $3.3T in client funds in the US and employs 67,000 associates globally.
Over 80% of Fortune 500 companies are clients, with 14M+ monthly app users.
Product and innovation leadership
Offers a comprehensive suite of HCM solutions, including payroll, HR, benefits, compliance, and talent management.
Supports businesses of all sizes, from small to large enterprises, across 140+ countries.
Track record of innovation: first global cloud-based HCM, first HCM mobile app, and recent launches like ADP Lyric HCM and persona-based agents.
Revenue portfolio and growth
FY24 revenue of $19.2B diversified across PEO (32%), small business (18%), major accounts (15%), international (14%), and other segments.
$2.5B in new business bookings and 200K+ new clients added annually.
Consistent revenue and earnings growth, with a 6.5% CAGR in total revenue from FY15 to FY25.
Latest events from Automatic Data Processing
- Q3 FY26 saw 7% revenue and 10% EPS growth, raised guidance, and $3.4B returned to shareholders.ADP
Q3 202630 Apr 2026 - Strong FY25 results, global scale, innovation, and disciplined growth drive robust shareholder returns.ADP
Investor presentation22 Apr 2026 - Q2 revenue and EPS rose, guidance increased, and $6B buyback and 10% dividend hike announced.ADP
Q2 202615 Apr 2026 - Double-digit EPS growth in FY24 and strong FY25 outlook driven by innovation and retention.ADP
Q4 20242 Feb 2026 - Robust demand, product innovation, and global expansion fuel growth and market share gains.ADP
Citi's 2024 Global TMT Conference22 Jan 2026 - Revenue up 7% and EPS up 12%, with raised outlook and major tech and acquisition moves.ADP
Q1 202517 Jan 2026 - Investor conference highlighted U.S. momentum, global expansion, and innovation in payroll and semiconductors.ADP
51st Nasdaq London Investor Conference11 Jan 2026 - Q2 FY25 saw 8% revenue and 10% adjusted EPS growth, with $1.79B returned to shareholders.ADP
Q2 20259 Jan 2026 - Healthy demand, strong wage growth, and innovation drive continued expansion and margin gains.ADP
Citi’s 2025 Global Technology, Media and Telecommunications Conference31 Dec 2025