AI brief of an SEC Form 8-K · Paycom (PAYC)

Paycom 2025 revenue rises 9% to $2.05 billion, but full-year GAAP net income falls

Mixed Impact 3 of 5 earnings Written later

Paycom reported fourth-quarter and full-year 2025 results and gave 2026 guidance. Full-year revenue grew 9.0% to $2,051.7 million, while GAAP net income fell to $453.4 million, or $8.08 per diluted share, from $502.0 million, or $8.92, a year earlier. The company expects 2026 revenue of $2.175 billion to $2.195 billion, growth of 6% to 7%.

Key points

  • Q4 2025 revenue was $544.3 million, up 10.2% from $493.8 million; Q4 GAAP diluted EPS was $2.07 versus $2.02.
  • Full-year 2025 non-GAAP net income was $518.6 million, or $9.24 per diluted share, versus $8.21 in 2024.
  • 2026 guidance: total revenue of $2.175 billion to $2.195 billion and adjusted EBITDA of $950 million to $970 million.
  • Total debt was $0 at December 31, 2025; the company paid $84.8 million in dividends and $325.5 million in share repurchases for the year.

The filing

CompanyPaycom (PAYC)
Form8-K, current report
Filed with the SECFeb 11, 2026, 4:10 PM ET
Accession number0001193125-26-046562

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 11, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.