Paychex delivers in-line fourth quarter results, offers guidance; stock down

Published 25/06/2025, 13:50
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Investing.com -- Paychex (NASDAQ:PAYX) shares slid lower in premarket trading Wednesday after the HR management firm reported fourth-quarter top and bottom line that matched analyst expectations.

The company posted adjusted diluted earnings per share (EPS) of $1.19 for the quarter, in line with analyst estimates.

Revenue also came in line at $1.43 billion, marking a 10% year-over-year increase.

Paychex shares were down 2.8% as of 08:48 ET. 

Management Solutions revenue rose 12% to $1.0 billion. The company said the growth was supported by "the acquisition of Paycor (NASDAQ:PYCR); and higher revenue per client resulting from price realization and product penetration, including HR Solutions and Retirement."

Stripping out the impact of Paycor, revenue for the segment grew approximately 3% from the year-ago period.

"Paychex demonstrated solid performance this year against our strategic objectives, underscoring our ability to effectively navigate dynamic market conditions while continuing to enhance our customer experience and market position, and maintaining our industry-leading operating margins,” said John Gibson, President and CEO of Paychex, in the release. 

“With the successful completion of the Paycor acquisition and significant progress made on the integration, Paychex is better positioned than ever before for continued success in the digital and AI-driven era of human capital management," he added. 

Interest earned on funds held for clients rose 18% to $45.2 million, again driven largely by the Paycor acquisition. Excluding that, growth in this line was also around 3% year over year.

For fiscal 2026, Paychex expects total revenue growth between 16.5% and 18.5%, while adjusted diluted EPS is forecast to increase by 8.5% to 10.5%.

Management Solutions revenue is projected to rise 20% to 22%, and PEO and Insurance Solutions revenue is expected to grow 6% to 8%.

Adjusted operating margin is anticipated to be approximately 43%.

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