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PAYX Earnings

Paychex Inc
$
157.910
+0.490(+0.310%)
  • Overview
  • Forecast
  • Valuation
  • Earnings

Earning Analysis

Welcome to our in-depth analysis of Paychex Inc(PAYX) 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 Paychex 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

Name
EPS
Revenue
Price Reaction
Fiscal QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
FY2025Q32025-03-26Pre-Market1.481.49+0.681.51B1.51B+0.01+4.20+7.04
FY2025Q22024-12-19-1.121.14+1.791.31B1.32B+0.31+1.44+4.99
FY2025Q12024-10-01Pre-Market1.141.16+1.751.31B1.32B+0.38+4.92+2.42
FY2024Q42024-06-26-1.101.12+1.821.29B1.30B+0.05-6.11-5.32
FY2024Q32024-04-02-1.361.38+1.471.46B1.44B-1.22+0.38+1.83
FY2024Q22023-12-21-1.071.08+0.931.27B1.26B-0.68-7.01-6.54
FY2024Q12023-09-27-1.121.14+1.791.27B1.29B+0.97+3.36+1.35
-2023-06-29-0.980.97-1.02----1.25+2.72
-2023-03-29-1.241.29+4.03---+6.47+0.84
-2022-12-22-0.950.99+4.21----2.26+1.47

PAYX 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, Paychex Inc reported performance for FY2025Q3, announced on 2025-03-26. The company achieved an EPS of 1.49, compared to analyst estimates of 1.48 by 0.68% . Revenue for the quarter reached 1.51B compared to expectations of 1.51B by 0.01% .
The stock price reacted with a 4.20% one-day change and a 7.04% five-day change following the earnings release. These movements reflect market reaction in Paychex Inc growth trajectory and strategic initiatives.

PAYX Earnings Forecast

Looking ahead, Paychex Inc(PAYX) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 1.37B and an EPS of 1.20.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.06%, while EPS estimates have been Revise Upward by 0.05%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Downward by -0.5% . These revisions correlate with a 2.96% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Paychex 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 PAYX'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
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+0.06%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
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+0.05%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Downward
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-0.5%
In Past 3 Month
Stock Price
Go Up
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+2.96%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
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Revenue Estimate-Annual FY 2025:5.52B
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EPS Estimate-Annual FY 2025:4.99
Stock Price157.91

PAYX Revenue and EPS Performance: A Historical Perspective

Paychex 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 (2025-03-26,Pre-Market):
EPS: 1.49 (Actual) vs.1.48 (Estimate) (0.68%)
Revenue: 1.51B (Actual) vs. 1.51B (Estimate) (0.01%)
Price Reaction: 4.20%(1-Day), 7.04%(5-Day)
FY2025Q2 (2024-12-19,):
EPS: 1.14 (Actual) vs.1.12 (Estimate) (1.79%)
Revenue: 1.32B (Actual) vs. 1.31B (Estimate) (0.31%)
Price Reaction: 1.44%(1-Day), 4.99%(5-Day)
FY2025Q1 (2024-10-01,Pre-Market):
EPS: 1.16 (Actual) vs.1.14 (Estimate) (1.75%)
Revenue: 1.32B (Actual) vs. 1.31B (Estimate) (0.38%)
Price Reaction: 4.92%(1-Day), 2.42%(5-Day)
Earnings Reaction
The chart below shows how PAYX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PAYX sees a +0.88% change in stock price 10 days leading up to the earnings, and a +0.78% change 10 days following the report. On the earnings day itself, the stock moves by +0.41%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in FEB/2025, the stock changed 1.09% on the day following the earnings release and then changed by -2.69% 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

Paychex Inc (PAYX) Q3 2025 Earnings Call Summary
Neutral
2025-03-26
The earnings call reveals steady growth in key areas like PEO and insurance solutions, but challenges in Florida and lack of specific guidance on Paycor synergies create uncertainties. The positive aspects, such as strong year-to-date earnings, are balanced by cautious future guidance and specific regional issues. The Q&A section highlights concerns about Florida's impact and management's vague responses, which tempers overall optimism. Therefore, the sentiment is neutral, expecting the stock to remain relatively stable in the short term.
Paychex Inc (PAYX) Q3 2025 Earnings Call Summary
Positive
2025-03-26
The earnings report shows solid financial performance with revenue and earnings growth, strong cash flow, and high return on equity. The guidance indicates continued growth, especially in PEO and Insurance Solutions. The Q&A reveals some challenges in Florida, but overall demand remains stable, and strategic initiatives like AI and partnerships are promising. Although there are uncertainties in the PEO segment, the positive elements outweigh the negatives, suggesting a positive stock price movement.
Paychex, Inc. (PAYX) Q2 2025 Earnings Call Summary
Positive
2024-12-19
The earnings call summary indicates a positive sentiment with strong financial performance, including a 6% increase in operating income and diluted EPS. The Q&A section reveals optimism in business growth, particularly in the PEO sector, and solid retention rates. However, management's lack of clarity on healthcare inflation impacts introduces some uncertainty. Despite this, the overall positive financial metrics, strategic growth in product penetration, and optimistic guidance suggest a positive stock price movement of 2% to 8% over the next two weeks.
Paychex, Inc. (PAYX) Q1 2025 Earnings Call Summary
Neutral
2024-10-01
The earnings call presents mixed signals: revenue growth is modest, impacted by ERTC headwinds, but there are positives like strong PEO growth and shareholder returns. The Q&A reveals stable market conditions but lacks clarity on new product impacts. Despite the positive shareholder returns, the slight decrease in operating margin and unclear guidance on future growth temper expectations, resulting in a neutral sentiment.

FAQ

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What were the key highlights of PAYX’s latest earnings report for FY2025Q3?

PAYX reported its FY2025Q3 earnings on 2025-03-26, showcasing a revenue of 1.51B against an estimate of 1.51B, resulting in a 0.01% surprise. The EPS was 1.49, surpassing the expected 1.48 by 0.68% . The stock experienced a 4.2% price change on the earnings day and a 7.04% change over the next five days, reflecting market reactions to the results.
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How did PAYX’s stock price react after the FY2025Q3 earnings release?

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What are the revenue and EPS estimates for PAYX for 2025/Q4?

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How does PAYX’s stock price correlate with earnings forecast revisions?

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What should investors expect from PAYX’s next earnings report?

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What is the sentiment in Paychex Inc (PAYX) Q3 2025 Earnings Call Summary?