$PAYC

Paychex (PAYX) and peers reported Q2 earnings, with revenues beating estimates by 1.7% on average. PAYX reported $1.61B revenue, up 12.5% YoY, meeting expectations. Paycom (PAYC) outperformed with $531.2M revenue, up 9.8% YoY, and raised full-year guidance. Asure Software (ASUR) grew 23.2% but missed billings estimates. Paylocity (PCTY) reported $444.7M revenue, up 11% YoY, and beat adjusted operating income estimates.

TD Cowen named Paycom Software (NYSE:PAYC) a top software pick after the company’s Q2 results beat analyst expectations and it raised full-year guidance. Paycom reported Q2 revenue of $531.2 million and adjusted EPS of $2.78. TD Cowen expects shares could rise more than 10% on improved free cash flow, and other firms raised price targets.

Paycom (PAYC) reported Q2 2026 results: total revenue $531.2M (+9.8% YoY), recurring and other revenue $505.2M (95.1% of total), adjusted EBITDA $235.0M (44.2% margin), and GAAP net income $107.4M ($2.34/share). Fiscal 2026 guidance: revenue $2.197B-$2.212B and adjusted EBITDA $1.007B-$1.022B. The company also outlined $650M+ free cash flow and large share repurchases.

Paycom (NYSE:PAYC) Q2 earnings call highlighted improved cash-flow outlook tied to process and labor efficiencies, with management aiming to narrow EBITDA and free-cash-flow margins. CEO Chad Richison discussed automation and AI products, including career planning, Asset Management, and Project Arc. Paycom repurchased 2.6M shares for $346M in Q2 and 11M shares for $1.4B in 1H 2026.

Stocks were pressured as software and tech shares fell despite expectations for strong Q2 earnings. Bloomberg Intelligence projects Q2 earnings up 23%, with AI spending driving nearly 60% of S&P 500 EPS growth. Datadog, Salesforce, Palantir, and others declined. Memory chipmakers dropped after Sandisk and Western Digital forecast weaker revenue. Rate-hike odds and bond yields also moved.

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.

Paycom Software (PAYC) reported second-quarter results with higher net income than the prior year. The amended release corrects non-GAAP EPS. The company reported Q2 bottom-line profit of $107.4 million. Paycom also forecast 2026 revenue of $2.197B to $2.212B and adjusted EBITDA of $1.007B to $1.022B, according to the company.

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.

Paycom Software, Inc. (PAYC) filed an SEC Form 8-K — Results of Operations and Financial Condition. 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 diluted share Second Quarter Non-GAAP Net I

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.