To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Core Insights - Paylocity (PCTY) reported quarterly earnings of $1.85 per share, exceeding the Zacks Consensus Estimate of $1.57 per share, and up from $1.52 per share a year ago [1] - The earnings surprise for this quarter was +18.05%, and the company has consistently surpassed consensus EPS estimates over the last four quarters [2] Financial Performance - Paylocity's revenues for the quarter ended December 2025 were $416.13 million, surpassing the Zacks Consensus Estimate by 1.78%, and an increase from $376.98 million year-over-year [3] - The company has also topped consensus revenue estimates in each of the last four quarters [3] Stock Performance and Outlook - Paylocity shares have declined approximately 17% since the beginning of the year, while the S&P 500 has gained 0.5% [4] - The company's future stock performance will largely depend on management's commentary during the earnings call and the earnings outlook [4][5] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $2.44 on revenues of $483.82 million, and for the current fiscal year, it is $7.37 on revenues of $1.73 billion [8] - The estimate revisions trend for Paylocity was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [7] Industry Context - The Internet - Software industry, to which Paylocity belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Paylocity (NasdaqGS:PCTY) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAustin Cole - Equity Research AssociateBrad Reback - Managing DirectorDaniel Jester - Managing Director of Software ResearchJared Levine - Equity Research DirectorJohn Messina - Research AssociateMatt VanVliet - Managing Director of Equity ResearchRyan Glenn - CFOSamad Samana - Managing DirectorScott Berg - Managing DirectorSean McMahon - Equity Research AssociateSiti Panigrahi - Managing DirectorSteve Beaucham ...

Paylocity (NasdaqGS:PCTY) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAustin Cole - Equity Research AssociateBrad Reback - Managing DirectorDaniel Jester - Managing Director of Software ResearchJared Levine - Equity Research DirectorJohn Messina - Research AssociateMatt VanVliet - Managing Director of Equity ResearchRyan Glenn - CFOSamad Samana - Managing DirectorScott Berg - Managing DirectorSean McMahon - Equity Research AssociateSiti Panigrahi - Managing DirectorSteve Beaucham ...

Paylocity (NasdaqGS:PCTY) Q2 2026 Earnings call February 05, 2026 05:00 PM ET Speaker8day and thank you for standing by. Welcome to Paylocity Holding Corporation second quarter fiscal 2026 financial results conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you need to press star 11 on your telephone. You will then hear an automated message advising that your hand is raise ...

This presentation contains statistical data that we obtained from industry publications and reports generated by third parties. Although we believe that the publications and reports are reliable, we have not independently verified this statistical data. Q2 Fiscal 2026 Investor Presentation Safe Harbor Statement This presentation is for informational purposes only and is not an offer to sell securities or a solicitation of an offer to buy any securities, and may not be relied upon in connection with the purc ...

Exhibit 99.1 press release Paylocity Announces Second Quarter Fiscal Year 2026 Financial Results SCHAUMBURG, IL. – February 5, 2026 – Paylocity Holding Corporation (Nasdaq: PCTY), a leading provider of cloud-based HR, Finance, and IT solutions, today announced financial results for the second quarter of fiscal year 2026, which ended December 31, 2025. "The momentum seen in Q1 continued into the second quarter and contributed to a strong selling season performance and increased revenue and profitability guid ...

Core Insights - Paylocity Holding Corporation reported strong financial results for the second quarter of fiscal year 2026, continuing the momentum from Q1 and increasing revenue and profitability guidance for the fiscal year [2][3]. Financial Performance - Total revenue for Q2 2026 was $416.1 million, representing a 10.4% increase year-over-year, while recurring and other revenue was $387.0 million, up 11.3% from the previous year [7][8]. - GAAP operating income reached $70.4 million, compared to $46.6 million in Q2 2025, and non-GAAP operating income was $119.1 million, up from $101.1 million [3][4]. - GAAP net income was $50.2 million or $0.92 per share, an increase from $37.5 million or $0.66 per share in Q2 2025 [4][25]. Cash Flow and Balance Sheet - The company reported a free cash flow margin of 23.6% for the trailing twelve months, with free cash flow totaling $396.9 million, up from $315.1 million the previous year [7][16]. - Cash and cash equivalents stood at $162.5 million as of December 31, 2025, with long-term debt totaling $81.3 million [9][16]. Business Outlook - For Q3 2026, Paylocity expects recurring and other revenue to be in the range of $457.5 million to $462.5 million, indicating approximately 9%-10% growth over the same quarter in fiscal year 2025 [17]. - Total revenue guidance for fiscal year 2026 is projected to be between $1.732 billion and $1.742 billion, reflecting approximately 9% growth compared to fiscal year 2025 [17].

Core Viewpoint - Paylocity Holding Corporation has scheduled a conference call to discuss its second quarter fiscal 2026 results on February 5, 2026, at 4:00 pm Central Time [1]. Group 1: Conference Call Details - A live webcast of the conference call will be available on the Company's "Investor Relations" page [2]. - Dial-in details for the call can be accessed through a provided link [2]. - A replay of the call will be archived via webcast on the Company's website [2]. Group 2: Company Overview - Paylocity is headquartered in Schaumburg, IL, and is a provider of HR, finance, and IT software solutions through a unified platform [3]. - The company was founded in 1997 and has been publicly traded since 2014 [3]. - Paylocity's product suite aims to automate HR and payroll processes, attract and retain talent, and foster workplace culture [3]. - The company is recognized for its unique culture and has been consistently rated as one of the best places to work [3].

Group 1 - Citi analyst Steven Enders raised the price target on Paylocity (PCTY) to $179 from $175 while maintaining a Buy rating on the shares [1] - The firm adjusted models in the application software group after discussions with management, indicating a stable but uncertain demand environment [1] - The reopening of the U.S. government is providing some relief to companies in the sector [1] Group 2 - Citi has named Pegasystems (PEGA) as its new top pick, highlighting the company's leadership in artificial intelligence monetization [1] - The firm also sees growth opportunities at Blackline (BL) and Workiva (WK) [1]