ADP
Automatic Data ProcessingPrevious close
293.84
Change
+7.76 / +2.71%
P/E (TTM) ?
25.8
Market Cap
$117B
1M
+13.86%
S&P 500 −0.91% over same period
Volume / Avg Volume
3.6M / 2.3M
1.54× average
Latest earnings analysisFY2026 Q4Reported 2026-07-29
ADP FY2026: revenue up 7% to $21.95 billion, adjusted EPS up 11%
ADP finished fiscal 2026 with $21.95 billion of revenue, up 7%, and adjusted diluted EPS of $11.12, up 11%, then guided fiscal 2027 revenue growth down to 5% to 6%. Profitability is still improving and cash returns are large, but retention, payroll headcount and PEO margin are all softening. Read this as a high-quality business that is decelerating: Neutral.
Read the full analysis →Revenue$21.95BYoY +328.10%
EPS (non-GAAP)$2.64Beatest. $2.62
Next-day move−3.48%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q4 Quarter ended 2026-06 | 2026-07-29 | $21.9B | Read analysis → |
| FY2026 Q3 Quarter ended 2026-03 | 2026-04-29 | $5.9B | Pending |
| FY2026 Q2 Quarter ended 2025-12 | 2026-01-28 | $5.4B | Pending |
| FY2026 Q1 Quarter ended 2025-09 | 2025-10-29 | $5.2B | Pending |
| FY2025 Q4 Quarter ended 2025-06 | 2025-07-30 | $20.6B | Pending |
| FY2025 Q3 Quarter ended 2025-03 | 2025-04-30 | $5.6B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 27 of its 5-year rangeCheap
5-year range 20.3 – 32.6 · Median 28.5
Last 4 quarters: $2.5B in buybacks + $2.7B in dividends, 4.39% of market cap combined
P/E (TTM)
25.8
P/B
22.9
P/S
5.2
Dividend Yield
2.43%
Earnings Reaction
Over the last 6 reports, the stock moved ±1.3% on average on the first trading day after, rising 1 times
Most recent −3.48%
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 7 · $11.6MNet selling $11.6M
- 09-03DeSilva JosephExecutive VPSell$0.18M631 shares · Avg price 282.87
- 09-02Black MariaPresident & CEOSell$8.4M29,810 shares · 14 trades · Avg price 280.91
- 09-02D'Ambrosio ChristopherCorp. VPSell$0.53M1,872 shares · Avg price 283.00
- 09-02DeSilva JosephExecutive VPSell$1.8M6,512 shares · Avg price 283.00
- 09-02Foskett DavidCorp. VPSell$0.43M1,529 shares · Avg price 283.00
- 08-21Michaud Brian L.Executive VPSell$0.03M120 shares · Avg price 279.70
- 08-20Kwon DavidCorp VPSell$0.22M798 shares · Avg price 280.00
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2027 Q1 | 5.49 | +6.1% | 46.0% | 1.13 | 2.83 |
| FY2026 Q4 | 5.47 | +6.8% | 45.9% | 0.98 | 2.45 |
| FY2026 Q3 | 5.94 | +7.0% | 48.3% | 1.36 | 3.38 |
| FY2026 Q2 | 5.36 | +6.2% | 46.1% | 1.06 | 2.62 |
| FY2026 Q1 | 5.18 | +7.1% | 45.2% | 1.01 | 2.49 |
| FY2025 Q4 | 5.13 | +7.5% | 45.1% | 0.91 | 2.23 |
| FY2025 Q3 | 5.55 | +5.7% | 47.7% | 1.25 | 3.06 |
| FY2025 Q2 | 5.05 | +8.1% | 45.7% | 0.96 | 2.35 |
| FY2025 Q1 | 4.83 | +7.1% | 45.5% | 0.96 | 2.34 |
| FY2024 Q4 | 4.77 | +6.5% | 44.8% | 0.83 | 2.01 |
| FY2024 Q3 | 5.25 | +6.6% | 47.3% | 1.18 | 2.88 |
| FY2024 Q2 | 4.67 | +6.3% | 45.1% | 0.88 | 2.13 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| ADP | 25.8 | +6.1% | 46.0% | +13.86% | Bullish |
| SPCX | — | +161.4% | 62.4% | −10.70% | Bullish |
| CAT | 26.8 | +24.0% | 37.8% | −23.19% | Bullish |
| GE | 35.1 | +15.9% | — | −3.36% | Bullish |
| RTX | 32.0 | +11.1% | — | +7.62% | Bullish |
| GEV | 22.8 | +26.8% | 24.6% | −9.74% | Bullish |
| UNP | 23.6 | +15.3% | — | +11.71% | Bullish |
| DE | 36.7 | +4.9% | — | +0.59% | Bullish |
| ETN | 38.6 | +21.4% | 33.5% | −13.90% | Bullish |