| ADP |
Report |
Fiscal Q4 revenue |
BEAT |
pred ~$5.49B vs. cons $5.43B |
MEDIUM |
| ADP |
Report |
Fiscal Q4 adjusted diluted EPS |
BEAT |
pred ~$2.66 vs. cons $2.63 |
MEDIUM |
| ADP |
Report |
Employer Services new-business bookings growth |
BEAT |
pred ~7.5% vs. cons 6.0% |
MEDIUM |
| ADP |
Guide |
Fiscal 2027 total revenue growth |
LOWER |
guide ~5.5% vs. cons 6.0% (FY2027) |
MEDIUM |
| ADP |
Guide |
Fiscal 2027 adjusted EBIT-margin expansion |
LOWER |
guide ~60 bps vs. cons 70 bps (FY2027) |
MEDIUM |
| ADP |
Guide |
Fiscal 2027 adjusted diluted EPS growth |
LOWER |
guide ~8.5% vs. cons 9.5% (FY2027) |
MEDIUM |
| ADP |
Guide |
Fiscal 2027 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 |
-4.5% (FOLLOW-THROUGH) |
A ~1% quarterly revenue/EPS beat is likely outweighed by FY2027 revenue growth of ~5.5% versus ~6.0% consensus and EPS growth of ~8.5% versus ~9.5% consensus; the ~$0.10 implied out-period EPS shortfall should drive estimate cuts despite a solid Q4 finish. |
MEDIUM |