Q2 FY2026 EarningsQ2 FY26 results beat consensus across top and bottom lines: total revenue was $531.2M vs. $513.3M expected, and GAAP EPS reached $2.34 vs. $2.03 expected. Normalized Net Income of $127.7M exceeded the $119.7M mean estimate, driven by successful automation-led cost efficiencies which saw R&D and total operating expenses decline YoY. A significant $900M borrowing under a new credit facility funded aggressive share repurchases, further supporting the EPS beat.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Paycom Software(PAYC) the Revenue is 531.2 M (+9.84%), Beat estimate;the EBIT is 186.1 M (+23.49%), Beat estimate;the EPS is 2.34 (+48.1%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.53B9.84%
0.51B6.14%
+0.02B3.70%
EBITExceed expectations
0.19B23.49%
0.16B7.19%
+0.02B16.30%
EPSExceed expectations
2.3448.10%
2.032228.62%
+0.307819.48%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf