| ADP |
Report |
Adjusted diluted EPS (Q4 FY2026) |
BEAT |
pred ~$2.64 vs. cons $2.59 |
MEDIUM |
| ADP |
Report |
Revenue (Q4 FY2026) |
IN-LINE |
pred ~$5.48B vs. cons $5.44B |
MEDIUM |
| ADP |
Report |
Employer Services new-business bookings growth (FY2026) |
BEAT |
pred ~6.0% vs. cons 5.5% |
LOW |
| ADP |
Guide |
Revenue growth |
LOWER |
guide ~5.5% vs. cons 5.9% (FY2027) |
MEDIUM |
| ADP |
Guide |
Adjusted diluted EPS growth |
UNCHANGED |
guide ~10.0% vs. cons 10.2% (FY2027) |
MEDIUM |
| ADP |
Guide |
Adjusted EBIT margin expansion |
BETTER |
guide ~80 bps vs. cons 70 bps (FY2027) |
MEDIUM |
| ADP |
Guide |
PEO Services revenue growth |
LOWER |
guide ~5.0% vs. cons 6.1% (FY2027) |
MEDIUM |
| ADP |
Guide |
Employer Services new-business bookings growth |
UNCHANGED |
guide ~5.5% vs. cons 5.5% (FY2027) |
LOW |
| ADP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| ADP |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FY2027 revenue-growth guidance of ~5.5% vs. 5.9% consensus and PEO growth of ~5.0% vs. 6.1% should produce modest out-period estimate cuts despite an EPS beat; ~80 bps margin expansion vs. 70 bps limits, but does not eliminate, the negative revision pressure. |
MEDIUM |