---
title: "Paycom Q4 revenue rises 10.2%, slightly beats estimates"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/275657921.md"
datetime: "2026-02-11T21:13:37.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275657921.md)
  - [en](https://longbridge.com/en/news/275657921.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275657921.md)
---

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# Paycom Q4 revenue rises 10.2%, slightly beats estimates

)

Overview

-   Human capital management firm’s Q4 revenue slightly beat analyst expectations, rising 10.2% yr/yr
-   Adjusted EPS for Q4 beat analyst expectations
-   Company repurchased 554,226 shares for $108.8 mln and paid $20.6 mln in dividends

Outlook

-   Paycom expects 2026 revenue between $2.175 bln and $2.195 bln
-   Company forecasts 2026 recurring revenue growth of 7% to 8%
-   Paycom projects 2026 adjusted EBITDA between $950 mln and $970 mln

Result Drivers

-   RECURRING REVENUE GROWTH - Recurring and other revenues increased 11.2% yr/yr, making up 95% of total revenues
-   CLIENT RETENTION - Annual revenue retention rate improved to 91% in 2025, up from 90% in 2024
-   AI TOOL EXPANSION - Launch of AI tool IWant contributed to software usability and client satisfaction

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Slight $544.30 $543.009

Revenue Beat\* mln mln (19

Analysts

)

Q4 Beat $2.45 $2.44

Adjusted (19

EPS Analysts

)

### Q4 EPS $2.07

Q4 Miss $134.70 $137.49

Adjusted mln mln (18

Net Analysts

Income )

Q4 Net $113.80

Income mln

Q4 Beat $236.30 $232.19

Adjusted mln mln (18

EBITDA Analysts

)

### Q4 $157.20

Operatin mln

g Income

### Q4 $159.20

Pretax mln

Profit

\*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

-   The current average analyst rating on the shares is “hold” and the breakdown of recommendations is 7 “strong buy” or “buy”, 15 “hold” and no “sell” or “strong sell”
-   The average consensus recommendation for the software peer group is “buy.”
-   Wall Street’s median 12-month price target for Paycom Software Inc is $190.00, about 52.1% above its February 10 closing price of $124.94
-   The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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