Earning Analysis
Welcome to our in-depth analysis of Paylocity Holding Corp(PCTY) 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 Paylocity Holding Corp 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 | 2025-11-04 | After Hours | 1.57 | 1.75 | +11.46 | 399.53M | 408.17M | +2.16 | +4.40 | +2.13 |
| FY2025Q4 | 2025-08-05 | After Hours | 1.38 | 1.56 | +13.04 | 388.20M | 400.74M | +3.23 | +2.81 | -5.23 |
| FY2025Q3 | 2025-05-01 | After Hours | 2.11 | 2.43 | +15.17 | 441.72M | 454.55M | +2.91 | -3.52 | -5.44 |
| FY2025Q2 | 2025-02-06 | After Hours | 1.43 | 1.52 | +6.29 | 366.87M | 376.98M | +2.76 | -2.91 | +2.62 |
| FY2025Q1 | 2024-10-30 | After Hours | 1.41 | 1.66 | +17.73 | 356.25M | 362.96M | +1.88 | +3.60 | +20.00 |
| FY2024Q4 | 2024-08-01 | - | 0.71 | 0.95 | +33.80 | 349.99M | 357.29M | +2.09 | -1.23 | +1.49 |
| FY2024Q3 | 2024-05-02 | - | 1.28 | 1.57 | +22.66 | 397.20M | 401.28M | +1.03 | +0.24 | +12.76 |
| FY2024Q2 | 2024-02-08 | - | 0.63 | 0.71 | +12.70 | 324.37M | 326.36M | +0.61 | +2.14 | +2.20 |
| FY2024Q1 | 2023-11-02 | - | 0.55 | 0.68 | +23.64 | 316.29M | 317.59M | +0.41 | +4.70 | -7.79 |
| FY2023Q4 | 2023-08-03 | - | 0.61 | 0.76 | +24.59 | 301.56M | 308.45M | +2.29 | -0.09 | -5.73 |
PCTY 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, Paylocity Holding Corp reported performance for FY2026Q1, announced on 2025-11-04. The company achieved an EPS of 1.75, compared to analyst estimates of 1.57 by 11.46% . Revenue for the quarter reached 408.17M compared to expectations of 399.53M by 2.16% .
The stock price reacted with a 4.40% one-day change and a 2.13% five-day change following the earnings release. These movements reflect market reaction in Paylocity Holding Corp growth trajectory and strategic initiatives.
PCTY Earnings Forecast
Looking ahead, Paylocity Holding Corp(PCTY) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q2 project quarter revenue of 408.29M and an EPS of 1.56.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Upward by 0.44%, while EPS estimates have been Revise Upward by 1.87%. For the upcoming Q2 2026, revenue estimates have been adjusted Revise Upward by 0.5% . These revisions correlate with a -16.11% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Paylocity Holding Corp 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 PCTY'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
+0.44%
In Past 3 Month
EPS Estimates for FY2026
Revise Upward
+1.87%
In Past 3 Month
Revenue Estimates for Q2 2026
Revise Upward
+0.5%
In Past 3 Month
Stock Price
Go Down
-16.11%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2026:1.72B
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EPS Estimate-Annual FY 2026:7.43
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Stock Price146.30
PCTY Revenue and EPS Performance: A Historical Perspective
Paylocity Holding Corp 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 (2025-11-04,After Hours):
EPS: 1.75 (Actual) vs.1.57 (Estimate) (11.46%)
Revenue: 408.17M (Actual) vs. 399.53M (Estimate) (2.16%)
Price Reaction: 4.40%(1-Day), 2.13%(5-Day)
FY2025Q4 (2025-08-05,After Hours):
EPS: 1.56 (Actual) vs.1.38 (Estimate) (13.04%)
Revenue: 400.74M (Actual) vs. 388.20M (Estimate) (3.23%)
Price Reaction: 2.81%(1-Day), -5.23%(5-Day)
FY2025Q3 (2025-05-01,After Hours):
EPS: 2.43 (Actual) vs.2.11 (Estimate) (15.17%)
Revenue: 454.55M (Actual) vs. 441.72M (Estimate) (2.91%)
Price Reaction: -3.52%(1-Day), -5.44%(5-Day)
Earnings Reaction
The chart below shows how PCTY performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PCTY sees a +1.11% change in stock price 10 days leading up to the earnings, and a +1.80% change 10 days following the report. On the earnings day itself, the stock moves by +0.74%. 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 4.40% on the day following the earnings release and then changed by 4.00% 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
Paylocity Holding Corp (PCTY) Q1 2026 Earnings Call Summary
Positive
2025-11-04
The earnings call summary highlights strong financial performance, product expansion, and strategic initiatives. The Q&A section reveals positive sentiment from analysts, with management addressing concerns effectively. The share repurchase program and optimistic guidance further support a positive outlook. The absence of negative trends or uncertainties reinforces a positive stock price reaction.
Paylocity Holding Corp (PCTY) Q4 2025 Earnings Call Summary
Positive
2025-08-05
The earnings call summary reflects positive sentiment in several areas: recurring revenue growth, successful AI initiatives, and strong channel performance. The Q&A section supports this with optimistic guidance on AI adoption, integration of Airbase, and a robust broker channel. Despite some unclear responses, the overall sentiment remains positive, particularly with the integration of new products and a strong retention rate. The absence of negative financial surprises and the potential tax tailwind further bolster the positive outlook.
Paylocity Holding Corp (PCTY) Q3 2025 Earnings Call Summary
Positive
2025-05-02
The earnings call summary reflects strong financial performance with a 15% increase in recurring revenue and exceeding EBITDA guidance. The share repurchase plan indicates management's confidence in the business. Although the macroeconomic environment poses some uncertainties, the company shows resilience with a solid cash position and ongoing integration of Airbase. The Q&A reveals cautious optimism and effective cost management. Overall, the positive financial metrics, optimistic guidance, and shareholder returns suggest a positive stock price movement.
Paylocity Holding Corp (PCTY) Q3 2025 Earnings Call Summary
Positive
2025-05-01
The earnings call reveals strong financial performance, highlighted by 15% revenue growth and improved margins. The optimistic guidance for fiscal year 2025 suggests confidence in sustained growth. The share repurchase program indicates a commitment to shareholder returns. Despite some macroeconomic uncertainties, the company maintains a stable outlook and positive reception for recent product expansions, including AI and Airbase integration. These factors collectively support a positive stock price reaction over the next two weeks.
Paylocity Holding Corp (PCTY) Q2 2024 Earnings Call Summary
Positive
2025-02-06
The earnings call indicates positive sentiment with strong financial performance, increased revenue guidance, and successful integration of Airbase. The Q&A session reflects optimism in business growth and client satisfaction with new AI functionalities. Despite some unclear responses, the overall strategic direction and shareholder return through share repurchases suggest a positive market reaction.
Paylocity Holding Corporation (PCTY) Q1 2025 Earnings Call Summary
Positive
2024-10-31
The earnings call summary indicates strong financial performance with a 14.3% revenue increase and improved profit margins. The company is executing a share repurchase program, which is typically viewed positively by investors. The Q&A session highlights confidence in guidance due to the Airbase acquisition and a stable demand environment. While there are some risks, such as acquisition integration and competitive pressures, the overall sentiment is positive, especially with the optimistic guidance and strong sales momentum.
Paylocity Holding Corporation (PCTY) Q4 2024 Earnings Call Summary
Positive
2024-08-02
The earnings call reveals strong financial performance with 19% revenue growth and a significant increase in adjusted EBITDA. The optimistic guidance for fiscal 2024 and a robust share repurchase program further enhance the positive sentiment. Despite potential regulatory and economic risks, management's confidence in achieving long-term goals, including a $2 billion revenue target, and the active pursuit of strategic acquisitions support a positive outlook. The lack of specific details in some Q&A responses slightly tempers enthusiasm but does not significantly detract from the overall positive sentiment.
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FAQ
What were the key highlights of PCTY’s latest earnings report for FY2026Q1?
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How does PCTY’s stock price correlate with earnings forecast revisions?
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