AUTOMATIC DATA PROCESSING INC — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
ADP reported Q1 FY27 (ended Sept 30, 2026) revenues of $5.5B (+6% YoY), net earnings of $1.1B (+11%), and adjusted diluted EPS of $2.82 (+13%). The company raised full-year FY27 guidance: revenue growth ~6%, adjusted diluted EPS growth 10–12% (prior 9–11%), and adjusted EBIT margin expansion 70–90 bps. Employer Services (67% of revenue) grew 6%, PEO Services 7% with 771k average worksite employees (+2%). Client funds balances averaged $36.9B (+6%), yielding $329M interest income (+15%). No material M&A, financing events, or leadership changes disclosed.
Why this rating
Strong operational execution and guidance raise are positive, but Q1 results and raised guidance are incremental refinements, not trajectory-changing for a $103.6B company. 6% organic growth is steady; margin expansion and 13% adjusted EPS growth reflect scale and discipline, not transformation. Routine quarterly disclosure.
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