ADP’s shares were essentially unchanged following Q4 Fiscal 2026 results, reflecting balanced investor sentiment amid ongoing margin expansion but tempered by modest deceleration in growth momentum and cautious forward commentary.
- Reported 7% revenue growth for the quarter, supported by broad-based new business bookings across multiple segments.
- Adjusted EBIT margin expanded by 140 basis points, continuing a multi-year margin improvement trend.
- Adjusted EPS grew 17% year-over-year, bolstered by operating efficiencies and product adoption gains.
- Employer Services achieved $2.2 billion in new business bookings, a 6% increase, driven by strength in small business and international markets.
- Client retention remained strong at 92.1%, with client satisfaction reaching a new record high for the third consecutive year.
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