Paylocity Holding Corporation (PCTY)

Paylocity Holding Corporation beat consensus on both revenue and adjusted EPS in the fourth fiscal quarter of 2026, reported Aug. 4, with revenue of $444.7 million against a $431.5 million estimate, +3.1%, and adjusted EPS of $1.84 against a $1.62 estimate, +13.6%. Revenue rose about 11% to $444.7 million from $400.7 million a year ago, while gross margin held near 67.5% and operating margin around 19.0%. Adjusted EPS climbed to $1.84 from $1.56 a year ago, net income increased about 24% to $60.3 million from $48.6 million a year ago, and the company generated operating cash flow of $111.9 million while repurchasing $48.1 million of stock. For the next period, consensus calls for EPS of $1.91 on revenue of $442.5 million.