TL;DR — Key Takeaways
- Record revenue of $21.947 billion, up 7% year-over-year, driven by balanced growth across both business segments.
- Diluted EPS of $10.94 (+10%) and adjusted diluted EPS of $11.12 (+11%), reflecting operating leverage and disciplined capital allocation.
- $4.709 billion returned to shareholders through $2.083B in share repurchases and $2.626B in dividends in FY2026.
- FY2027 guidance: 5–6% revenue growth, adjusted diluted EPS growth of 9–11%, and continued margin expansion of 70–90 basis points.
Executive Summary: ADP Delivers Another Record Year
Automatic Data Processing, Inc. (NASDAQ: ADP) closed fiscal year 2026 with results that underscored the resilience of its human capital management (HCM) franchise. For the year ended June 30, 2026, ADP generated $21.947 billion in total revenue — a 7% increase over FY2025's $20.561 billion — while simultaneously expanding margins, growing free cash flow, and accelerating capital returns. The company's performance reflects a maturing flywheel: a sticky client base, rising client fund balances generating meaningful float income, and a steady stream of new business bookings.
CEO Maria Black captured the moment well: "This is a defining moment for the future of work… our impressive financial results, strong Employer Services retention, and record client satisfaction scores are evidence that ADP is purpose-built for this." CFO Peter Hadley added that ADP enters fiscal 2027 in a strong position to drive growth and deliver value for clients.
Unlimited U.S.-market analysis, $9.99/month
“ADP FY2026 Annual Report: Record $21.9B Revenue, EPS Up 10% as AI Integration Accelerates”
This article became available on August 30, 2026. Subscribe to read in full, or wait until November 28, 2026 when it becomes free.
Cancel anytime. Full refund within 7 days.
Access is tied to your account. Subscribe with the same email you sign up with — if you already paid, sign up with that email and it unlocks automatically.
