NYSE$PAYC

Paycom Software Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Paycom Software Inc: revenue $571.90, net income $155.7M, EPS $3.04 in Q1 fiscal 2026

Paycom Software Inc reported Q1 fiscal 2026 results. Per SEC filing 0001193125-26-211926 (10-Q): Revenue was $571.90, up 471.9% from $100.00; Net income was $155.7M; diluted EPS was $3.04; operating income was $210.20.

  • Revenue: $571.90 (up 471.9% YoY)
  • Net income: $155.7M
  • Diluted EPS: $3.04
  • Operating income: $210.20
  • Source: 0001193125-26-211926

Headline financials

Total Revenue

$572M

Previous: $531M+7.8%
EPS (adj)

$3.04

Previous: $2.80+8.6%
Capital Expenditures

-$31.2M

Previous: -$37.7M+17.2%
Net Income

$156M

Previous: $139M+11.7%
Operating Income

$210M

Previous: $185M+13.6%

Revenue & EPS history

Paycom · Revenue · Quarterly

$572M

Q1 2026+7.8%vs Q1 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Paycom · $399M total across 1 segment · Q3 2023

  • Recurring and other
    $399M+21.5%

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.4%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+2.7%

Avg return

30 days after

60%

32 / 53 earnings

Positive

+22.1%

Q2 2018

Best reaction

-37.2%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+10.0%+7.6%
Q4 2025+1.8%+3.0%+5.9%
Q3 2025-10.9%-7.3%-9.8%
Q1 2025+9.1%+13.8%+16.2%
Q4 2024+2.4%+3.1%+0.5%
Q3 2024+1.2%+10.6%+11.0%
Q2 2024+1.2%-4.5%-1.6%
Q1 2024-11.3%-7.2%-22.7%
Q4 2023-1.0%-3.0%-8.3%
Q3 2023-37.2%-33.8%-24.3%
Q2 2023-18.7%-21.2%-20.0%
Q1 2023-1.3%-8.4%-5.5%
Q4 2022-2.6%-3.8%-13.3%
Q3 2022-8.5%-11.5%+0.1%
Q2 2022+6.1%+11.4%+4.4%
Q1 2022+12.1%+0.9%+3.5%
Q4 2021+11.1%+6.4%-5.8%
Q3 2021-6.3%-7.7%-19.7%
Q2 2021+10.7%+16.6%+25.2%
Q1 2021-10.0%-13.5%-15.7%
Q4 2020-5.9%-4.6%-11.3%
Q3 2020+1.1%+9.7%+18.4%
Q2 2020+4.8%+3.0%-1.4%
Q1 2020+19.4%+6.9%+27.0%
Q4 2019-13.9%-11.8%-20.7%
Q3 2019+1.9%+2.5%+33.8%
Q2 2019+4.9%+3.0%+10.7%
Q1 2019+1.7%+4.5%+5.6%
Q4 2018+8.5%+12.8%+13.0%
Q3 2018+1.1%+1.0%+6.1%
Q2 2018+22.1%+28.8%+48.2%
Q1 2018-8.6%-6.1%-7.7%
Q4 2017+0.5%-0.9%+30.1%
Q3 2017-3.5%+0.2%+2.3%
Q2 2017-2.8%-0.9%+6.4%
Q1 2017+4.2%+6.5%+10.5%
Q4 2016+13.0%+14.2%+23.7%
Q3 2016-15.5%-16.9%-17.6%
Q2 2016+6.6%+7.7%+7.4%
Q1 2016+2.8%
Q4 2015-2.7%
Q3 2015+17.3%
Q2 2015+20.4%
Q1 2015+12.8%
Q4 2012-3.2%
Q4 2014+5.7%
Q3 2013+2.2%
Q3 2014+19.6%
Q2 2013+0.7%
Q2 2014+9.0%
Q1 2013-3.2%
Q4 2013-3.2%
Q1 2014-1.8%
Q3 2012

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