Automatic Data Processing

At the Global TMT Conference ADP emphasized that artificial intelligence (The Zone, ADP Assist) boosts productivity, sales and customer retention and is planned for broad deployment by the end of fiscal 2027. The company describes a stable labor market with subdued hiring, notes strong customer and pipeline growth for Lyric HCM but also sees implementation backlogs that delay revenues. For fiscal 2027 ADP forecasts payrolled employees per customer to grow 0–1% and an EBIT margin expansion of 70–90 basis points; share repurchases are expected to remain above 2% of outstanding shares. ADP highlights a robust balance sheet, sustained pricing power and further global expansion potential. » Mere på de.investing.com

Automatic Data Processing reported fourth-quarter revenue up 7% to about $5.5 billion and adjusted earnings per share of $2.64, 17% higher than a year earlier and slightly above consensus. The AI offerings are expanding: customers held more than 12 million conversations with ADP Assist agents. Management expects sustained positive earnings momentum due to the recurring fee base, interest-bearing client funds and favorable conditions. » Mere på deraktionaer.de

ADP reported record 92.1% client retention, 7% Employer Services revenue growth and a 130-basis-point margin expansion in Q3 FY26, underlining the stickiness of its payroll and compliance franchise. The company earns substantial high-margin float income—guiding FY26 client fund interest to $1.34–$1.35 billion—while returning capital via share buybacks and a 50-plus year dividend growth streak. Management raised FY26 adjusted EPS growth guidance to 10–11%, and ADP’s low-beta profile and recurring fees support resilient long-term compounding despite risks if float income and employment soften. » Mere på finance.yahoo.com