Latest Earnings Results: Q2 '26
Estimated EPS
$2.38
Reported EPS
$2.78
Surprise
+17%
Estimated Rev
$513.12M
Reported Rev
$531.2M
Surprise
+3.52%
• Reported GAAP EPS of $2.34 up 47.17% YoY • Reported revenue of $531.2M up 9.84% YoY • Paycom Software, Inc. expects total revenue for the year ending December 31, 2026, in the range of $2.197 billion to $2.212 billion, with Adjusted EBITDA between $1.007 billion and $1.022 billion.
Bullish Takeaway
Paycom Software, Inc. delivered strong second quarter results with double-digit revenue growth and expanded Adjusted EBITDA, driven by successful automation strategy execution and ongoing innovation across its cloud-based platform.
Bearish Takeaway
Paycom Software, Inc. faces financial pressure from a substantial increase in long-term debt to $900 million and a significant reduction in cash reserves during the first half of 2026.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $2.78 | -- | -- | N/A |
Q2 '26 | $2.38 | $2.78 | 17.00% | BEAT |
Q1 '26 | $2.99 | $3.15 | 5.50% | BEAT |
Q4 '25 | $2.45 | $2.45 | 0.20% | BEAT |
Q3 '25 | $1.95 | $1.94 | -0.50% | MISSED |