Earning Analysis
Welcome to our in-depth analysis of Paycom Software Inc(PAYC) 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 Paycom Software 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
| FY2025Q3 | 2025-11-05 | After Hours | 1.96 | 1.94 | -1.02 | 492.82M | 493.30M | +0.10 | -10.72 | -7.28 |
| FY2025Q2 | 2025-08-06 | After Hours | 1.78 | 2.06 | +15.73 | 471.95M | 483.60M | +2.47 | +4.53 | -3.61 |
| FY2025Q1 | 2025-05-07 | After Hours | 2.56 | 2.80 | +9.37 | 522.23M | 530.50M | +1.58 | +9.04 | +13.79 |
| FY2024Q4 | 2025-02-12 | After Hours | 1.97 | 2.32 | +17.77 | 481.13M | 493.80M | +2.63 | +2.38 | +3.55 |
| FY2024Q3 | 2024-10-30 | After Hours | 1.41 | 1.67 | +18.44 | 447.18M | 451.93M | +1.06 | +21.35 | +34.16 |
| FY2024Q2 | 2024-07-31 | - | 1.13 | 1.20 | +6.19 | 436.36M | 437.51M | +0.26 | +0.80 | -4.27 |
| FY2024Q1 | 2024-05-01 | - | 1.96 | 4.25 | +116.84 | 496.18M | 499.88M | +0.75 | -0.93 | -6.12 |
| FY2023Q4 | 2024-02-07 | - | 1.40 | 1.43 | +2.14 | 422.29M | 434.60M | +2.91 | +0.69 | -5.41 |
| FY2023Q3 | 2023-10-31 | - | 1.22 | 1.32 | +8.20 | 411.07M | 406.30M | -1.16 | +2.05 | -32.98 |
| FY2023Q2 | 2023-08-01 | - | 1.23 | 1.01 | -17.89 | 398.27M | 401.14M | +0.72 | +0.55 | -20.51 |
PAYC 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, Paycom Software Inc reported performance for FY2025Q3, announced on 2025-11-05. The company achieved an EPS of 1.94, compared to analyst estimates of 1.96 by -1.02% . Revenue for the quarter reached 493.30M compared to expectations of 492.82M by 0.10% .
The stock price reacted with a -10.72% one-day change and a -7.28% five-day change following the earnings release. These movements reflect market reaction in Paycom Software Inc growth trajectory and strategic initiatives.
PAYC Earnings Forecast
Looking ahead, Paycom Software Inc(PAYC) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 542.77M and an EPS of 2.45.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.07%, while EPS estimates have been Revise Upward by 0.11%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 0.07% . These revisions correlate with a -25.87% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Paycom Software 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 PAYC'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 FY2025
Revise Upward
+0.07%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+0.11%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+0.07%
In Past 3 Month
Stock Price
Go Down
-25.87%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2025:2.05B
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EPS Estimate-Annual FY 2025:9.31
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Stock Price166.14
PAYC Revenue and EPS Performance: A Historical Perspective
Paycom Software 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:
FY2025Q3 (2025-11-05,After Hours):
EPS: 1.94 (Actual) vs.1.96 (Estimate) (-1.02%)
Revenue: 493.30M (Actual) vs. 492.82M (Estimate) (0.10%)
Price Reaction: -10.72%(1-Day), -7.28%(5-Day)
FY2025Q2 (2025-08-06,After Hours):
EPS: 2.06 (Actual) vs.1.78 (Estimate) (15.73%)
Revenue: 483.60M (Actual) vs. 471.95M (Estimate) (2.47%)
Price Reaction: 4.53%(1-Day), -3.61%(5-Day)
FY2025Q1 (2025-05-07,After Hours):
EPS: 2.80 (Actual) vs.2.56 (Estimate) (9.37%)
Revenue: 530.50M (Actual) vs. 522.23M (Estimate) (1.58%)
Price Reaction: 9.04%(1-Day), 13.79%(5-Day)
Earnings Reaction
The chart below shows how PAYC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PAYC sees a +1.09% change in stock price 10 days leading up to the earnings, and a -3.15% change 10 days following the report. On the earnings day itself, the stock moves by +0.96%. 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 -10.72% on the day following the earnings release and then changed by -12.38% 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
Paycom Software Inc (PAYC) Q3 2025 Earnings Call Summary
Positive
2025-11-05
The earnings call summary and Q&A session suggest a positive outlook. The company's raised guidance for revenue and EBITDA, alongside strong recurring revenue growth and product development like 'IWant', indicate optimism. Despite a decline in interest revenue, the strategic investments in AI and automation, along with no major CapEx expected soon, support financial health. Analysts' questions were largely addressed, and the focus on market share growth and efficiency points to a positive sentiment. While some uncertainties exist, the overall guidance and strategic direction are favorable for stock price appreciation.
Paycom Software Inc (PAYC) Q2 2025 Earnings Call Summary
Positive
2025-08-06
The earnings call summary indicates strong financial performance, including record sales, improved efficiency, and increased funds held for clients. The Q&A highlights positive sentiment towards the IWant tool, expected to drive product adoption and retention. Although there's no direct monetization of IWant, it enhances Paycom's offerings. The stock repurchase and dividend payments reflect a commitment to shareholder returns. Despite some uncertainties in CapEx details, the overall outlook and strategic initiatives support a positive stock price movement.
Paycom Software Inc (PAYC) Q1 2025 Earnings Call Summary
Neutral
2025-05-07
The earnings call shows mixed signals: strong recurring revenue growth and adjusted EBITDA improvements are positive, but the decline in interest income and competitive pressures are concerning. The Q&A indicates cautious optimism, with management monitoring macroeconomic factors but lacking clarity on some specifics. The dividend approval and stock repurchase are positive, yet the overall guidance remains modest. Without a market cap provided, the stock's reaction is uncertain, but the balance of positive and negative factors suggests a neutral sentiment, with potential for minor fluctuations within the -2% to 2% range.
Paycom Software Inc (PAYC) Q4 2024 Earnings Call Summary
Positive
2025-02-12
The earnings call reveals strong financial performance, with increased revenue and EBITDA guidance, solid cash flow, and positive shareholder returns through share repurchases and dividends. Despite some concerns about guidance clarity, the company's automation investments and market penetration potential are promising. The positive trends in client growth and retention, along with optimistic management commentary, suggest a favorable stock price movement in the short term.
Paycom Software, Inc. (PAYC) Q3 2024 Earnings Call Summary
Positive
2024-10-30
The earnings call summary and Q&A reveal strong financial performance with 11% revenue growth, robust recurring revenue, and increased profitability. The company is making significant investments in AI and automation, enhancing product offerings and client value. The announcement of a quarterly dividend and substantial share repurchases indicates confidence in financial health and shareholder returns. While some uncertainties exist, like interest rate impacts, the overall sentiment is positive, supported by strong sales momentum and international expansion. The financial metrics and strategic initiatives suggest a likely stock price increase in the short term.
Paycom Software, Inc. (PAYC) Q2 2024 Earnings Call Summary
Positive
2024-08-01
The earnings call summary and Q&A section reveal strong financial performance, including 9% revenue growth and significant recurring revenue. Positive sentiment is bolstered by product innovation, international expansion, and increased Beti adoption. The improved EBITDA margin and a substantial buyback plan further enhance the outlook. Despite some unclear guidance regarding revenue cannibalization, the overall tone remains optimistic, suggesting a likely positive stock price movement of 2% to 8% over the next two weeks.
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FAQ
What were the key highlights of PAYC’s latest earnings report for FY2025Q3?
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How does PAYC’s stock price correlate with earnings forecast revisions?
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