NYSE$DAY

Dayforce Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Dayforce reported Q3 2025 total revenue of $481.6M with a net loss of $196.8M.

Total revenue increased 9.5% to $481.6 million, while the company reported a net loss of $196.8 million, primarily from a non-cash pension plan settlement charge. Dayforce recurring revenue per customer and live customer count expanded.

  • Q3 total revenue $481.6M (+9.5% YoY).
  • Net loss $196.8M driven by pension settlement charge.
  • Dayforce live customers rose to 7,025; ARPU expanded.
  • Float revenue declined on lower average yield.

Headline financials

Total Revenue

$482M

Previous: $440M+9.5%
EPS (adj)

$0.37

Previous: $0.01+3600.0%
Capital Expenditures

-$9.9M

Previous: -$8.7M-13.8%
Free Cash Flow

$184M

Previous: $191M-4.1%
Net Income

-$197M

Previous: $2M-9940.0%
Operating Income

$30.5M

Previous: $20.8M+46.6%
Gross Profit

$461M

Previous: $201M+128.9%

Revenue & EPS history

Dayforce · Revenue · Quarterly

$482M

Q3 2025+9.5%vs Q3 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Dayforce · $378M total across 4 segments · Q3 2023

  • Dayforce recurring
    $280M+34.6%
  • Professional services
    $52.1M+0.6%
  • Powerpay recurring
    $24M+6.2%
  • Other recurring
    $21.8M-34.7%

Forward guidance

The release discusses Dayforce's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • Dayforce cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • GAAP profitability remained under pressure in Q3 2025.
  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-1.1%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+0.4%

Avg return

30 days after

42%

14 / 33 earnings

Positive

+17.4%

Q2 2022

Best reaction

-15.4%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025+0.0%+0.2%+1.1%
Q2 2025+0.5%-6.0%+29.9%
Q1 2025-5.9%+2.7%+4.1%
Q4 2024-8.0%-8.4%-22.8%
Q3 2024+8.9%+15.6%+22.4%
Q2 2024+5.4%-1.4%+6.4%
Q1 2024-5.9%-5.3%-19.4%
Q4 2023-1.8%+2.1%-6.2%
Q3 2023+4.8%+2.0%+7.7%
Q2 2023+1.5%+4.0%+3.7%
Q1 2023-9.9%-7.6%+2.3%
Q4 2022+3.6%+3.4%-9.5%
Q3 2022-3.1%-12.3%+6.4%
Q2 2022+17.4%+19.3%+5.0%
Q1 2022-1.2%-4.0%-3.6%
Q4 2021-0.6%-9.5%-20.6%
Q3 2021-6.7%
Q2 2021+1.2%
Q1 2021-1.1%
Q4 2020-10.8%
Q3 2020+2.3%
Q2 2020-9.6%
Q1 2020+7.4%
Q4 2019-15.4%
Q3 2019+9.6%
Q2 2019+2.3%
Q1 2019-6.9%
Q4 2018-0.3%
Q3 2018+0.2%
Q3 2017+0.2%
Q2 2018-10.0%
Q4 2017-1.1%
Q1 2018-3.4%
Q2 2017
Q1 2017

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