Earning Analysis
Welcome to our in-depth analysis of Automatic Data Processing Inc(ADP) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Automatic Data Processing Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2026Q1 | 2025-10-29 | Pre-Market | 2.44 | 2.49 | +2.05 | 5.13B | 5.18B | +0.81 | -6.58 | -8.03 |
| FY2025Q4 | 2025-07-30 | Pre-Market | 2.22 | 2.26 | +1.80 | 5.05B | 5.13B | +1.62 | +0.75 | -2.07 |
| FY2025Q3 | 2025-04-30 | Pre-Market | 2.96 | 3.06 | +3.38 | 5.49B | 5.55B | +1.10 | +1.63 | +2.77 |
| FY2025Q2 | 2025-01-29 | Pre-Market | 2.27 | 2.35 | +3.52 | 4.96B | 5.05B | +1.83 | +0.76 | +2.13 |
| FY2025Q1 | 2024-10-30 | Pre-Market | 2.20 | 2.33 | +5.91 | 4.77B | 4.83B | +1.22 | +1.68 | +1.12 |
| FY2024Q4 | 2024-07-31 | - | 2.07 | 2.09 | +0.97 | 4.74B | 4.77B | +0.53 | +1.89 | +0.67 |
| FY2024Q3 | 2024-05-01 | - | 2.76 | 2.88 | +4.35 | 5.23B | 5.25B | +0.55 | +2.25 | +1.34 |
| FY2024Q2 | 2024-01-31 | - | 2.10 | 2.13 | +1.43 | 4.66B | 4.67B | +0.27 | +3.01 | +5.12 |
| FY2024Q1 | 2023-10-25 | - | 2.03 | 2.08 | +2.46 | 4.51B | 4.51B | -0.02 | -9.20 | -9.25 |
| FY2023Q4 | 2023-07-26 | - | 1.83 | 1.89 | +3.28 | 4.39B | 4.48B | +2.09 | +5.39 | +3.26 |
ADP Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Automatic Data Processing Inc reported performance for FY2026Q1, announced on 2025-10-29. The company achieved an EPS of 2.49, compared to analyst estimates of 2.44 by 2.05% . Revenue for the quarter reached 5.18B compared to expectations of 5.13B by 0.81% .
The stock price reacted with a -6.58% one-day change and a -8.03% five-day change following the earnings release. These movements reflect market reaction in Automatic Data Processing Inc growth trajectory and strategic initiatives.
ADP Earnings Forecast
Looking ahead, Automatic Data Processing Inc(ADP) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q2 project quarter revenue of 5.34B and an EPS of 2.56.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Upward by 0.03%, while EPS estimates have been Revise Downward by -0.07%. For the upcoming Q2 2026, revenue estimates have been adjusted Revise Downward by -0.4% . These revisions correlate with a -12.36% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Automatic Data Processing Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between ADP's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
Revise Upward
+0.03%
In Past 3 Month
EPS Estimates for FY2026
Revise Downward
-0.07%
In Past 3 Month
Revenue Estimates for Q2 2026
Revise Downward
-0.4%
In Past 3 Month
Stock Price
Go Down
-12.36%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2026:21.76B
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EPS Estimate-Annual FY 2026:10.91
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Stock Price259.40
ADP Revenue and EPS Performance: A Historical Perspective
Automatic Data Processing Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2026Q1 (2025-10-29,Pre-Market):
EPS: 2.49 (Actual) vs.2.44 (Estimate) (2.05%)
Revenue: 5.18B (Actual) vs. 5.13B (Estimate) (0.81%)
Price Reaction: -6.58%(1-Day), -8.03%(5-Day)
FY2025Q4 (2025-07-30,Pre-Market):
EPS: 2.26 (Actual) vs.2.22 (Estimate) (1.80%)
Revenue: 5.13B (Actual) vs. 5.05B (Estimate) (1.62%)
Price Reaction: 0.75%(1-Day), -2.07%(5-Day)
FY2025Q3 (2025-04-30,Pre-Market):
EPS: 3.06 (Actual) vs.2.96 (Estimate) (3.38%)
Revenue: 5.55B (Actual) vs. 5.49B (Estimate) (1.10%)
Price Reaction: 1.63%(1-Day), 2.77%(5-Day)
Earnings Reaction
The chart below shows how ADP performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ADP sees a -0.72% change in stock price 10 days leading up to the earnings, and a +0.94% change 10 days following the report. On the earnings day itself, the stock moves by +0.16%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 0.12% on the day following the earnings release and then changed by -2.55% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Automatic Data Processing Inc (ADP) Q1 2026 Earnings Call Summary
Neutral
2025-10-29
The earnings call presents a mixed picture. Financial performance and guidance show stability, but with some concerns like flat U.S. pays per control and margin pressure. The Q&A highlights positive developments in areas like AI and new bookings, but also reveals uncertainties in macroeconomic impacts and client adoption of Next Gen. The lack of specific financial details on acquisitions and Next Gen adoption timelines adds to the uncertainty. Given these mixed signals and the absence of a market cap, a neutral sentiment is appropriate.
Automatic Data Processing Inc (ADP) Q4 2025 Earnings Call Summary
Positive
2025-07-30
The earnings call summary reflects a positive outlook with strong financial metrics, optimistic guidance, and strategic partnerships. Despite macroeconomic uncertainties, ADP's focus on growth through acquisitions and partnerships, alongside positive revenue and EPS growth guidance, suggests a favorable market reaction. The Q&A session supports this sentiment, with analysts showing confidence in ADP's strategies and no major concerns raised. The positive indicators outweigh potential negatives, leading to a prediction of a positive stock price movement.
Automatic Data Processing Inc (ADP) Q3 2025 Earnings Call Summary
Neutral
2025-05-01
The earnings call presents a mixed picture: positive elements include a dividend increase, strategic partnership with Fiserv, and strong revenue growth in PEO and Employer Services. However, concerns arise from declining PEO margins, macroeconomic uncertainty affecting international bookings, and vague management responses in the Q&A. The positive aspects may be tempered by these uncertainties, leading to a neutral stock price reaction.
Automatic Data Processing Inc (ADP) Q3 2025 Earnings Call Summary
Neutral
2025-04-30
The earnings call highlights positive factors such as revenue and EPS growth, a strategic partnership with Fiserv, and a dividend increase, but also notes economic uncertainties impacting pays per control growth and international sales. The Q&A session reveals some apprehension about large multi-country deals and unclear management responses regarding macroeconomic impacts. These mixed signals suggest a neutral sentiment, with potential positive catalysts like the Fiserv partnership and dividend increase balanced by economic concerns.
Automatic Data Processing Inc (ADP) Q2 2025 Earnings Call Summary
Neutral
2025-01-31
The earnings call presents mixed signals: strong revenue and EPS growth, dividend increase, and positive market demand are offset by concerns about supply chain, economic factors, and integration expenses. The Q&A section highlights uncertainties in partnerships and demand scaling. While financials are robust, the lack of clarity on partnerships and potential risks tempers optimism, suggesting a neutral stock price movement in the short term.
Automatic Data Processing, Inc. (ADP) Q1 2025 Earnings Call Summary
Neutral
2024-10-30
The earnings call presents mixed signals: strong revenue and EPS growth, but concerns over PEO margin decline and increased interest expenses. The acquisition of WorkForce Software is seen as strategic but may pressure margins. The Q&A section reveals some management uncertainty about the acquisition's impact. Overall, the financial performance is solid, but uncertainties and increased expenses balance out the positives, resulting in a neutral prediction for stock movement.
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FAQ
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