Core Insights - Paychex reported revenue of $1.54 billion for the quarter ended August 2025, reflecting a year-over-year increase of 16.8% and a slight revenue surprise of +0.22% over the Zacks Consensus Estimate [1] - The earnings per share (EPS) for the quarter was $1.22, up from $1.16 in the same quarter last year, resulting in an EPS surprise of +0.83% compared to the consensus estimate of $1.21 [1] Revenue Breakdown - Management Solutions revenue was $1.16 billion, slightly below the average estimate of $1.17 billion from six analysts, but showed a year-over-year increase of +21% [4] - Interest on funds held for clients generated $47.6 million, exceeding the estimated $43.75 million, with a year-over-year change of +26.9% [4] - Total service revenue reached $1.49 billion, slightly below the $1.5 billion estimate, marking a +16.5% increase year-over-year [4] - PEO and Insurance Services revenue was $329.1 million, compared to the average estimate of $333.29 million, reflecting a +3.1% year-over-year change [4] Stock Performance - Paychex shares have returned -7.8% over the past month, contrasting with the Zacks S&P 500 composite's +3.2% change, indicating potential underperformance in the near term [3]