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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Paycom Software
Paycom Software (PAYC) investor relations material
Paycom Software Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 revenue rose 10.2% YoY to $543.8M; strong performance and client ROI from automation supported higher FY26 revenue and Adjusted EBITDA guidance.
Automation, AI-enabled decisioning and platform investments supported client productivity, adoption and expanding profitability.
Financial highlights
Q3 recurring and other revenue increased 11.3% YoY to $519.3M, or 95.5% of total revenue; interest on client funds was $24.5M.
Q3 GAAP net income was $133.2M, or $2.99 per diluted share; non-GAAP net income was $150.0M, or $3.37 per diluted share.
Q3 operating income grew 74.0% to $195.8M; total operating expenses declined 8.6% to $348.0M.
Q3 Adjusted EBITDA was $268.1M versus $194.3M; 9M Adjusted EBITDA was $778.5M versus $645.9M.
9M revenue increased to $1,646.8M, operating income to $574.5M and net income to $396.3M; operating cash flow was $613.9M.
Outlook and guidance
FY26 revenue guidance increased to $2.213B–$2.218B, implying ~8% YoY growth; recurring and other revenue is expected to grow ~9%.
FY26 Adjusted EBITDA guidance increased to $1.069B–$1.079B; midpoint margin of 48.5% is 550 bps above FY25.
FY26 outlook includes ~$107M of interest on client funds, stock-based compensation of ~3% of revenue, CapEx of ~6%, a 29% GAAP tax rate and ~27% non-GAAP tax rate.
Very strong FY26 free cash flow is expected, with even stronger free cash flow in 2027; management described cash generation as sustainable and durable.
Management expects Adjusted EBITDA margins to be sustainable through operating efficiencies and automation.
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Latest events from Paycom Software
- Q2 2026 revenue up 9.8–10%, net income up 20%, and guidance raised on automation-driven growth.PAYC
Q2 2026 - Q1 2026 delivered 8% revenue growth, 48.2% EBITDA margin, and major automation-driven share repurchases.PAYCQ1 2026
- 2025 saw strong growth, innovation, and shareholder returns, with robust governance and ESG focus.PAYCProxy filing
- 2025 saw double-digit growth, record margins, and strong retention; 2026 outlook is robust.PAYCQ4 2025
- Automation and AI drive growth, efficiency, and client value amid leadership transitions.PAYCBarclays 22nd Annual Global Technology Conference 2024
- Q2 2024 revenue up 9.1% to $438M; FY 2024 revenue guidance up to $1.875B.PAYCQ2 2024
- Q3 revenue up 11% to $452M, EBITDA $171M, with raised 2024 guidance and strong automation-driven growth.PAYCQ3 2024
- Automation and ROI focus drive client retention, sales productivity, and margin strength.PAYCBaird 2024 Global Consumer, Technology & Services Conference
- Double-digit revenue growth, strong margins, and robust 2025 guidance highlight continued momentum.PAYCQ4 2024
Next Paycom Software earnings date
Q4 202610 Feb, 2027
Paycom Software
Next Paycom Software earnings date
Q4 202610 Feb, 2027
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Frequently asked questions
Paycom Software, Inc. provides cloud-based human capital management (HCM) software delivered as a single-tenant, SaaS application. Paycom empowers clients to effectively navigate the (complexities) of human capital management and provides HR, payroll and time and labor management solutions that enable businesses to optimize the complete employment life cycle from recruitment to retirement.