ADP Earnings Predictions — 2026-07-29

Ticker Report or Guide KPI Prediction Answer Confidence
ADP Report 4Q FY26 revenue IN-LINE pred ~$5.470B vs. cons $5.438B LOW
ADP Report 4Q FY26 operating diluted EPS BEAT pred ~$2.620 vs. cons $2.592 LOW
ADP Report 4Q FY26 average PEO worksite employees IN-LINE pred ~764.0K vs. cons 765.2K LOW
ADP Guide FY27 revenue growth LOWER guide ~5%–6% vs. implied cons 5.9% LOW
ADP Guide FY27 adjusted EBIT-margin expansion UNCHANGED guide ~50–70 bps vs. implied cons ~60 bps LOW
ADP Guide FY27 adjusted diluted EPS growth LOWER guide ~8%–10% vs. implied cons 10.2% LOW
ADP Return Day-1 residual (stock − beta × S&P 500) -3.5% LOW
ADP Return 5-day cumulative residual -5.5% (FOLLOW-THROUGH) FOLLOW-THROUGH — FY27 estimate cuts LOW