Group 1 - Albert Anthony is a senior analyst with over 10 years of experience in investment banking, focusing on industry and company research [1] - The analyst has gained over 1 thousand followers on Seeking Alpha since 2023 and writes for various financial media platforms [1] - A new book titled "The Analyst: 6 Steps To Picking Stocks For Future Growth (2025 edition)" is set to launch, detailing a 6-step system for stock analysis [1] Group 2 - Albert Anthony has a background in IT analysis and transitioned to the financial sector during the remote-work era of 2020 [1] - The analyst has earned degrees and certificates from institutions such as Drew University and the Corporate Finance Institute [1] - The brand "Albert Anthony & Company" is a privately-held enterprise registered in Austin, Texas [1]

Financial Performance - Total revenue increased by 5% to $1,509 million in Q3 FY25 compared to $1,439 million in Q3 FY24[7] - Adjusted operating income increased by 9% to $708 million in Q3 FY25 compared to $650 million in Q3 FY24[7] - Adjusted diluted EPS increased by 8% to $1.49 in Q3 FY25 compared to $1.38 in Q3 FY24[7] - For the nine months ended February 28, 2025, total service revenue increased by 4% to $4,027.9 million[40] - Interest on funds held for clients decreased by 2% to $42.9 million for the three months ended February 28, 2025[40] Revenue Breakdown - Management Solutions revenue increased by 5% to $1,101 million in Q3 FY25 compared to $1,050 million in Q3 FY24[10] - PEO & Insurance Solutions revenue increased by 6% to $365 million in Q3 FY25 compared to $345 million in Q3 FY24[10] Acquisition of Paycor - Paychex announced a definitive agreement to acquire 100% of Paycor for $22.50 per share, reflecting approximately $4.1 billion of enterprise value[16] - The acquisition is expected to close in April 2025 and is expected to be accretive to adjusted diluted EPS in fiscal 2026[17,18] - Including Paycor, the company expects revenue growth of 10% to 12% in fiscal 4Q25, with a neutral impact to adjusted diluted EPS[17] Fiscal Year 2025 Outlook (Excluding Paycor) - Total revenue is expected to grow by 4.0% - 5.5% year-over-year[37] - Adjusted diluted EPS is expected to grow by 5% - 7% year-over-year[37]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ———————— Form 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2024 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number 001-40640 PAYCOR HCM, INC. (Exact Name of Registrant as Specified in its Charter) (State ...

Group 1: Earnings Performance - Paycor HCM, Inc. reported quarterly earnings of $0.14 per share, exceeding the Zacks Consensus Estimate of $0.11 per share, and showing an increase from $0.11 per share a year ago, representing an earnings surprise of 27.27% [1] - The company has surpassed consensus EPS estimates for four consecutive quarters [2] - Paycor HCM's revenues for the quarter ended December 2024 were $180.44 million, surpassing the Zacks Consensus Estimate by 1.87%, and up from $159.54 million year-over-year [2] Group 2: Stock Performance and Outlook - Paycor HCM shares have increased approximately 19.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 2.7% [3] - The future performance of the stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.22 on revenues of $206.18 million, and for the current fiscal year, it is $0.56 on revenues of $730.88 million [7] Group 3: Industry Context - The Internet - Software industry, to which Paycor HCM belongs, is currently ranked in the top 28% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Entered into a definitive agreement to be acquired by Paychex, Inc.Q2 Total revenues of $180.4 million, an increase of 13% year-over-year, while expanding operating marginsQ2 Recurring revenues of $167.4 million, an increase of 14% year-over-year CINCINNATI, Feb. 05, 2025 (GLOBE NEWSWIRE) -- Paycor HCM, Inc. (Nasdaq: PYCR) (“Paycor” or the “Company”), a leading provider of human capital management (“HCM”) software, today announced financial results for the second quarter fiscal year 2025, which ended Decemb ...

Exhibit 99.1 CINCINNATI – February 5, 2025 – Paycor HCM, Inc. (Nasdaq: PYCR) ("Paycor" or the "Company"), a leading provider of human capital management ("HCM") software, today announced financial results for the second quarter fiscal year 2025, which ended December 31, 2024. Second Quarter Fiscal Year 2025 Financial Highlights *Adjusted operating income, adjusted net income and adjusted free cash flow are non-GAAP financial measures. Please see the discussion below under the heading "Non-GAAP Financial Mea ...

Paycor HCM, Inc. (PYCR) is scheduled to report second-quarter fiscal 2025 results on Feb. 5, after market close.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.PYCR expects second-quarter fiscal 2025 revenues to be between $176 million and $178 million. The Zacks Consensus Estimate for revenues is pegged at $177.2 million, indicating a 11.2% year-over-year decline.The consensus mark for earnings is pinned at 11 cents per share, which remained unchanged over the past 60 days. The figur ...

All-in-one solution fully integrates with PDI Enterprise to simplify workforce management and optimize productivityATLANTA, Jan. 22, 2025 /PRNewswire/ -- Convenience retail and wholesale petroleum operators face increasing demands with labor management, prompting the need for more efficient solutions to streamline workforce planning, processes, and execution. After an extensive assessment of leading solutions that would best fit the complex needs of the industry, PDI Technologies has announced entry into th ...

CINCINNATI, Jan. 15, 2025 (GLOBE NEWSWIRE) -- Paycor HCM, Inc. (Nasdaq: PYCR) (“Paycor”), a leading provider of human capital management (HCM) software, today announced that it will release financial results for the second quarter of fiscal year 2025, ended December 31, 2024, after the U.S. financial markets close on Wednesday, February 5, 2025. In light of the definitive agreement to be acquired by Paychex announced on January 7, 2025, Paycor will not host an earnings conference call or webcast to discuss ...

Company Overview - Paycor HCM, Inc. (PYCR) shares increased by 23.3% to $22.86 in the last trading session, contrasting with a 3.4% loss over the past four weeks [1] - The company is experiencing strong demand for its modern HCM solutions, expanded partnerships, increased product offerings, and improved operational efficiency, leading to significant revenue growth and margin expansion [1] Earnings Expectations - Paycor HCM is expected to report quarterly earnings of $0.11 per share, unchanged from the same quarter last year, with revenues projected at $177.11 million, reflecting an 11% increase year-over-year [2] - The consensus EPS estimate for Paycor HCM has been revised 1% higher in the last 30 days, indicating a positive trend that typically correlates with price appreciation [3] Industry Comparison - Paycor HCM is part of the Zacks Internet - Software industry, where another company, Palo Alto Networks (PANW), saw a 2.1% decline in its last trading session and has returned -9.7% over the past month [3] - Palo Alto's consensus EPS estimate has increased by 0.6% over the past month to $0.76, representing a 4.1% change compared to the previous year [4]