Stock AnalizPaycom Software (PAYC) earnings for the quarter ended September 2026: EPS beats estimates
Paycom Software reported results for the quarter ended September 2026 on November 4, 2026. Adjusted earnings per share came in at $3.37 against the analysts’ average forecast of $2.80, a beat of 20.4%.
Revenue for the quarter was $544 million, up 10.2% from $493 million in the same quarter a year earlier.
The market’s verdict: the stock fell 4.9% on the first trading day after the report.
The last four quarters
Paycom Software has beaten the analysts’ EPS forecast in 3 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $3.37 | $2.80 | +20.4% | +10% | −4.9% |
| Jun 2026 | $2.78 | $2.38 | +16.8% | +10% | +23.2% |
| Mar 2026 | $3.15 | $2.99 | +5.4% | +8% | +5.1% |
| Dec 2025 | $2.45 | $2.45 | +0.1% | +10% | −4.2% |
What comes next
Analysts expect EPS of $3.77 for the next quarter on average and $13.07 for the fiscal year ending December 31, 2026.
The average analyst price target is $271.00, 9% above the current price of $248.86.
Valuation and score
Paycom Software scores 4.0 out of 5 overall on Stock Analiz (a strong company), trades at a trailing P/E of about 23.9, and its intrinsic value under moderate assumptions is about 13% below the current market value. Full Paycom Software analysis with 10 years of financials
Frequently asked questions
What was Paycom Software’s EPS for the quarter ended September 2026?
$3.37 adjusted per share, against an analyst consensus of $2.80.
How much revenue did Paycom Software report?
$544 million, up 10.2% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.