Paycom (PAYC) Q2 Earnings: What To Expect

Paycom (NYSE: PAYC) is set to report Q2 results Wednesday after market close. The company’s prior quarter revenue was $571.8 million, up 7.8% year over year. Current expectations call for Q2 revenue growth of 6.1%. Analysts’ estimates have been largely reconfirmed, and Paycom has an average analyst price target of $152.25 versus a $168.74 share price.

Original reporting
Published Aug 4, 2026, 4:45 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 4, 2026, 4:49 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Paycom (PAYC) Q2 Earnings: What To Expect — source image
Decision brief

The 30-second read

$PAYCNeutralMed
01

Why it matters

Traders can use the stated consensus revenue growth (6.1% YoY) and the mention of last quarter’s beat to frame scenarios for the after-close print, but there is no new guidance or filing disclosed here.

02

Market read

This is a pre-earnings expectations brief for Paycom, emphasizing consensus reconfirmation and peer read-through.

03

What to watch

The article highlights revenue expectations but does not detail margin, churn, or billings trends that often drive HR software earnings reactions.

Relevance 4/10Novelty 3/10Timing: ahead of Wednesday after-close earnings

Background

Paycom is an HR software provider reporting Q2 results Wednesday after market close; the article summarizes recent performance and consensus expectations.

Company-level read

Ticker impact

$PAYCNeutralMedium confidence
Context

Paycom is set to report Q2 results Wednesday after the close, with investors focused on revenue growth and guidance versus expectations.

Expected impact

Likely volatility around the after-close print, with direction dependent on whether revenue growth and billings/guidance land above or below consensus.

Evidence & confidence

The piece frames what to expect (consensus revenue growth 6.1% YoY) and notes last quarter’s beat, but it provides no new company-specific disclosure that would change the setup today.

Market effects

HR software peers’ recent prints (Paychex, Asure) are used as read-through, which can influence positioning across the segment into Paycom’s report.

None specified.

None specified.

Counterpoint

If billings or guidance disappoints despite revenue meeting expectations, the stock could re-rate lower even with generally positive segment sentiment.

Key entities

  • Paycom

    Subject of the article, scheduled to report Q2 results after the close Wednesday.

  • Paychex

    Peer cited as having delivered 12.5% YoY revenue growth in its Q2 results.

  • Asure Software

    Peer cited as having reported revenues up 23.2% YoY and trading down 5% after results.

Related articles

$PAYCHighAI 9/10

Why Is Paycom (PAYC) Stock Rocketing Higher Today

Paycom (NYSE: PAYC) shares rose 21.4% after the company reported Q2 adjusted EPS of $2.78 versus $2.38 expected and revenue of $531.2 million, up 9.8% year over year, beating forecasts. Paycom also raised full-year revenue guidance to $2.20 billion at the midpoint and provided stronger-than-expected EBITDA guidance.

$PAYCHighAI 9/10

Why is Paycom stock surging today?

Paycom (PAYC) shares rose about 13% pre-open after the company reported stronger-than-expected Q2 2026 results. Adjusted EPS was $2.78 vs $2.38 expected, and revenue was $531.2M vs $513.1M. Paycom raised full-year revenue guidance to $2.197–$2.212B and adjusted EBITDA to $1.007–$1.022B, and repurchased about 2.6M shares. Analysts lifted price targets.

$PAYCMedAI 8/10

Paycom’s (NYSE:PAYC) Q2 CY2026: Strong Sales, Stock Soars

Paycom (NYSE:PAYC) reported Q2 CY2026 results with revenue up 9.8% year on year to $531.2 million, exceeding Wall Street estimates by 3.5%, according to the company. Full-year revenue guidance midpoint was $2.20 billion, 0.7% above estimates. Non-GAAP EPS was $2.78, 16.8% above consensus. The stock rose 7.2% to $187.50 after results.

$PAYCHigh

Paycom Software, Inc. (PAYC): Results of Operations and Financial Condition

Paycom Software, Inc. (PAYC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 payc-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Paycom Software, Inc. Reports Second Quarter 2026 Results Second Quarter Total Revenues of $531 million, up 10% year-over-year Second Quarter GAAP Net Income of $107 million, representing 20% of total revenues, or $2.34 per d

$DTMedAI 8/10

Dynatrace Springs on Q1 Figures

Dynatrace (NYSE: DT) reported Q1 FY2027 results for the quarter ended June 30, 2026. Total ARR was $2,136 million, up 17%. Total revenue rose to $555 million, up 16%. Subscription revenue was $530 million. GAAP operating income was $71 million and non-GAAP $162 million. CEO Rick McConnell cited 41% organic net new ARR growth and accelerating TTM growth.