| ADP |
Report |
Adj. Diluted EPS (Q4 FY2026) |
BEAT |
pred ~$2.65 vs. cons $2.592 |
MEDIUM |
| ADP |
Report |
ES Client Revenue Retention (Q4 FY2026) |
IN-LINE |
pred ~91.2% vs. cons 91.03% |
MEDIUM |
| ADP |
Report |
PEO Avg. Worksite Employees (Q4 FY2026) |
IN-LINE |
pred ~770,000 vs. cons 775,544 |
MEDIUM |
| ADP |
Guide |
FY2026 Adj. EPS (FY2026) |
BETTER |
guide ~11.1-11.5% growth vs. cons $11.076 |
MEDIUM |
| ADP |
Guide |
FY2026 Total Revenue (FY2026) |
UNCHANGED |
guide reaffirm 6-7% vs. cons $21.91B |
HIGH |
| ADP |
Guide |
FY2027 Qualitative Commentary |
BETTER |
constructive AI margin durability; elevated buybacks reiterated |
MEDIUM |
| ADP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
MEDIUM |
| ADP |
Return |
5-day cumulative residual |
-2.0% (FADE) |
FADE - beat absorbed by stretched setup; sell-side models limited FY2027 upside; short covering fuel diminishing |
MEDIUM |