← Research LibraryThe BriefFY2026 ended June 30, 2026 · headline figures audited against SEC data
Growth of 7% on one percent more paychecks, with the float doing more of the work
The read at a glance✓ Audited against SEC data
- Growth — Revenue up 7% to $21.95B, 6% on an organic constant currency basisOK
- Profitability — Net income $4.41B; earnings before income taxes margin expanded 30 basis pointsOK
- Balance sheet — Altman score 2.45, the middle band, on a balance sheet holding $40.4B of average client fundsNote
- Accounting quality — Earnings-quality score 100 and no earnings-manipulation flagOK
- Capital allocation — $2.63B dividends and $2.08B buybacks returnedOK
- Client retention — Employer Services client revenue retention 92.1%, new business bookings up 6%OK
What happened
ADP grew revenue 7% to $21.95 billion and net income to $4.41 billion. The underlying volume moved far less than that: the United States pays per control metric, which tracks employees on client payrolls on a same-store basis, grew 1%, and PEO average worksite employees grew 2%.
Where the revenue comes from
Fiscal 2026, as AUTOMATIC DATA PROCESSING INC reports it. History and quarterly detail are in the app.
- Employer Services$14.8B
- PEO Services$7.1B
Leadership changes
From AUTOMATIC DATA PROCESSING INC's own filings, the day they're filed.
- Don McGuire · Chief Financial Officer · departureeff. 2025-07-01
- John C. Ayala · Chief Operating Officer · departureeff. 2025-01-01
- Jonathan Lehberger · Directors · appointmenteff. 2024-07-01
Latest filings
- DEF 14A · Annual proxy (pay & governance)2026-09-24
- 10-K · Annual report2026-08-05
- 8-K · Company announcement2026-07-29
- 8-K · Company announcement2026-06-26
- 8-K · Company announcement2026-05-07
In the full recordFree for 14 days
- The business🔒
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- Why it matters🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about AUTOMATIC DATA PROCESSING INC, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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