Earnings summaries and quarterly performance for AUTOMATIC DATA PROCESSING.
Executive leadership at AUTOMATIC DATA PROCESSING.
Maria Black
Detailed
President and Chief Executive Officer
CEO
Brian Michaud
Detailed
Executive Vice President, Smart Compliance Solutions & Human Resources Outsourcing
Joseph DeSilva
Detailed
Executive Vice President, North America and Chief of Operations
Michael A. Bonarti
Detailed
Chief Administrative Officer
Peter J. Hadley
Detailed
Chief Financial Officer
Sreeni Kutam
Detailed
President, Global Product & Innovation
Board of directors at AUTOMATIC DATA PROCESSING.
Carlos A. Rodriguez
Detailed
Director
David V. Goeckeler
Detailed
Director
Francine S. Katsoudas
Detailed
Director
Karen S. Lynch
Detailed
Director
Linnie M. Haynesworth
Detailed
Director
Nazzic S. Keene
Detailed
Director
Peter Bisson
Detailed
Director
Robert H. Swan
Detailed
Director
Sandra S. Wijnberg
Detailed
Director
Scott F. Powers
Detailed
Director
Thomas J. Lynch
Detailed
Non-Executive Chair of the Board
Research analysts who have asked questions during AUTOMATIC DATA PROCESSING earnings calls.
Dan Dolev
Mizuho Financial Group
6 questions for ADP
Also covers: ACN, AFRM, COIN +14 more
Kartik Mehta
Northcoast Research
6 questions for ADP
Also covers: BETR, CTAS, DLX +14 more
Mark Marcon
Baird
6 questions for ADP
Also covers: AMN, ASGN, DAY +13 more
Samad Samana
Jefferies
6 questions for ADP
Also covers: ALRM, AUDC, BILL +19 more
Tien-tsin Huang
JPMorgan Chase & Co.
6 questions for ADP
Also covers: ACN, ALIT, AVDX +23 more
James Faucette
Morgan Stanley
5 questions for ADP
Also covers: ACN, AFRM, AVDX +24 more
Kevin McVeigh
Credit Suisse Group AG
5 questions for ADP
Also covers: ACN, ALIT, ASGN +15 more
Bryan Bergin
TD Cowen
4 questions for ADP
Also covers: ACN, ASUR, CINT +17 more
Ramsey El-Assal
Barclays
4 questions for ADP
Also covers: ACN, AFRM, AVDX +20 more
Daniel Jester
BMO Capital Markets
3 questions for ADP
Also covers: BL, DAY, INTU +11 more
Jason Kupferberg
Bank of America
3 questions for ADP
Also covers: ACN, AFRM, CTSH +14 more
Scott Wurtzel
Wolfe Research
3 questions for ADP
Also covers: BR, CLVT, EFX +11 more
Zachary Gunn
Financial Technology Partners
3 questions for ADP
Also covers: AFRM, EEFT, HOOD +6 more
Ashish Sabadra
RBC Capital Markets
2 questions for ADP
Also covers: CBOE, CLVT, CME +20 more
Bryan Keane
Deutsche Bank
2 questions for ADP
Also covers: ACN, AVDX, BILL +15 more
David Paige
RBC Capital Markets
2 questions for ADP
Also covers: APG, CTAS, EFX +4 more
Peter Christiansen
Citigroup Inc.
2 questions for ADP
Also covers: ADT, ALIT, BLSH +12 more
Caroline Latta
Bank of America
1 question for ADP
David Paige Papadogonas
RBC Capital Markets
1 question for ADP
Also covers: ADT, APG, CLVT +5 more
Jared Levine
TD Cowen
1 question for ADP
Also covers: ASUR, DAY, G +6 more
Kathy Chan
Wells Fargo Securities
1 question for ADP
Also covers: AFRM
Michael Infante
Morgan Stanley
1 question for ADP
Also covers: BR, CWAN, ENFN +7 more
Zachary Ajzenman
TD Cowen
1 question for ADP
Also covers: DAVA, DXC, GLOB
Recent press releases and 8-K filings for ADP.
ADP embeds Thatch ICHRA integration in RUN payroll platform
ADP
Product Launch
- ADP embeds Thatch’s Individual Coverage Health Reimbursement Arrangement (ICHRA) platform directly into its RUN payroll system, enabling over 900,000 small businesses to offer flexible health benefits in one workflow.
- The integration automates payroll deductions and carrier payments, reducing administrative burden for employers.
- Through Thatch, employees can customize tax-free health, dental, and vision plans within the RUN interface.
- This solution builds on ADP Ventures' April 2025 strategic investment in Thatch, enhancing ADP’s innovation ecosystem.
Dec 11, 2025, 4:03 PM
ADP reports November private sector job trends
ADP
Hiring
- U.S. private sector employers added an average of 4,750 jobs per week in the four weeks ending November 22, 2025, according to ADP’s NER Pulse.
- The official November payroll report recorded a 32,000-job decline, the largest monthly drop since March 2023, driven by a 120,000-job fall at small establishments.
- Job losses were split between the goods-producing sector (-19,000 jobs) and the service sector (-13,000 jobs) in November.
- October’s total jobs added were revised up from 42,000 to 47,000, indicating stronger prior-month performance.
Dec 9, 2025, 1:30 PM
ADP outlines growth targets and innovation at Nasdaq Investor Conference
ADP
Guidance Update
Product Launch
- ADP highlighted its 76-year history, global reach in 140 countries, a $180 billion TAM versus $20 billion FY 2025 revenue, recent launches like ADP Lyric and next-gen Workforce Now, and a distribution network of 8,500 sellers plus channel partners.
- Its December National Employment Report showed a –32,000 jobs reading, small-business moderation, wages holding near +10 bps, and early AI signals in specific roles but no broad job displacement yet.
- For fiscal 2026, ADP targets 4–7 % HCM new-bookings growth, backed by healthy pipelines and Q1 acceleration, and reported 7 % Q1 PEO revenue growth, aiming for 6–8 % medium-term growth with a fully insured healthcare model.
- Client retention remains above expectations with record Q1 Net Promoter Scores, and AI investments are already reducing service friction, monetized through value-based pricing rather than standalone fees.
Dec 9, 2025, 10:00 AM
ADP outlines growth drivers and AI strategy at Nasdaq conference
ADP
Guidance Update
Product Launch
- Highlighted ADP’s scale with $180 billion TAM, showcasing innovation in HCM platforms such as ADP Lyric and next-gen Workforce Now for global payroll and HR services.
- Introduced the weekly NER Pulse alongside the monthly National Employment Report (−32K jobs; wages up), while ADP’s base pays-per-control metric shows flat to modest organic employment growth and multi-year lows in layoffs.
- Guided 4 %–7 % HCM new bookings growth for fiscal 2026—driven by stable demand, healthy pipelines, AI-infused products, and robust distribution—and reaffirmed medium-term 6 %–8 % PEO revenue growth outlook.
- Reported record first-quarter Net Promoter Scores, near-prepandemic SMB bankruptcy levels, and emphasized structural experience improvements to sustain retention outperformance.
- Explained AI monetization through value-based pricing by removing service friction (e.g., automated payroll anomaly resolution), boosting client stickiness and upsell potential rather than standalone AI fees.
Dec 9, 2025, 10:00 AM
ADP outlines market opportunity, guidance, and AI integration at investor conference
ADP
Guidance Update
Product Launch
- ADP’s Investor Day emphasized its global scale—serving clients in 140 countries with a 76-year history—and a $180 billion total addressable market versus $20 billion in FY2024 revenue.
- The newly launched National Employment Report Pulse showed –32,000 U.S. jobs in the latest month, wages remain elevated, and only early AI signals in customer-service and software-development roles.
- Employer Services pipelines are healthy; ADP targets 4%–7% HCM bookings growth and 6%–8% PEO revenue growth, supported by recent product launches (e.g., ADP Lyric) and an 8,500-strong sales ecosystem.
- Client retention stays strong with record Net Promoter Scores, modest small-business moderation, and a retention outlook deemed prudent.
- AI is embedded across ADP’s products and services; monetization relies on value-based pricing and productivity improvements rather than standalone AI fees.
Dec 9, 2025, 10:00 AM
ADP reports US private sector sheds 32,000 jobs in November
ADP
Hiring
Layoffs
Demand Weakening
- ADP’s November report shows US private employers unexpectedly shed 32,000 jobs, the largest monthly decline in years, led by small businesses under 49 employees.
- Education and health services sectors added jobs, contrasting with declines in manufacturing, construction, professional/business services, and information services.
- The labor market softness has driven odds of a 25 basis point Federal Reserve rate cut in December to nearly 90%.
- Official government employment and inflation data for October and November have been delayed by the shutdown, increasing reliance on ADP’s partial report as a key indicator.
Dec 3, 2025, 2:46 PM
ADP reports November 2025 private sector job loss
ADP
Hiring
Demand Weakening
- Private‐sector employment declined by 32,000 jobs in November 2025, with the largest pullback at small establishments (1–49 employees).
- Year-over-year pay growth slowed to 4.4% for job-stayers and 6.3% for job-changers in November 2025.
- Job losses were concentrated in manufacturing, professional and business services, information, and construction sectors.
- October 2025 job gains were revised upward from 42,000 to 47,000.
Dec 3, 2025, 1:15 PM
ADP raises quarterly dividend to $1.70, marking 51st year of increases
ADP
Dividends
- Board approves 10% increase in the quarterly cash dividend, lifting the annual rate to $6.80 per share
- Marks 51st consecutive year of dividend increases, underscoring the board’s confidence in ADP’s financial strength
- New quarterly dividend of $1.70 per share payable January 1, 2026 to shareholders of record December 12, 2025
Nov 12, 2025, 1:00 PM
ADP data shows US private sector lost over 11,000 jobs weekly through late October 2025
ADP
Layoffs
Hiring
Demand Weakening
- ADP weekly payroll estimates reveal U.S. private-sector employers shed an average of 11,000 jobs per week through late October, the first decline since August.
- Earlier in October, private-sector employment had rebounded modestly with 42,000 jobs added, led by education, healthcare, trade, transportation and utilities.
- Job losses continued for a third straight month in professional and business services, information and leisure and hospitality sectors.
- The data arrive amid delayed government employment statistics due to the shutdown, increasing reliance on private reports and influencing Federal Reserve rate-cut considerations.
Nov 11, 2025, 1:43 PM
ADP: October 2025 private sector employment up 42,000; pay growth steady at 4.5%
ADP
Hiring
- Private sector employment rose by 42,000 jobs in October, marking a rebound from two months of weak hiring.
- Year-over-year pay growth held steady at 4.5% for job-stayers and 6.7% for job-changers.
- Service-providing sectors drove gains with 33,000 new jobs, led by trade/transportation/utilities and education/health services.
- Small and medium establishments saw net losses of 10,000 and 21,000 jobs, respectively, while large firms (500+ employees) added 73,000 jobs.
Nov 5, 2025, 1:15 PM
Quarterly earnings call transcripts for AUTOMATIC DATA PROCESSING.
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