Paychex, Inc. (PAYX)

Paychex beat expectations on adjusted EPS while revenue was in line in its first fiscal quarter of 2027 (period ended August 31, 2026, reported September 23, 2026), based on preliminary results. Revenue rose 5.9% to about $1.6 billion (up from $1.540 billion a year ago), with revenue of $1.631 billion coming in line with the $1.627 billion estimate (+0.2%). Adjusted EPS of $1.34 topped the $1.32 estimate (+1.5%) and was up 9.8% from $1.22 a year ago, while net income increased 12.0% to roughly $429.7 million (up from $383.8 million). Profitability stayed elevated, with gross margin at about 74% and operating margin near 38%, alongside gross profit of about $1.2 billion and operating income of roughly $619.2 million. The company generated operating cash flow of about $413.5 million and paid roughly $424.1 million in dividends. For the next period, consensus calls for EPS of $1.36 on revenue of $1.627 billion.