AI brief of an SEC Form 8-K · Paychex (PAYX)

Paychex Q3 revenue rises 20% to $1.8 billion; diluted EPS up 9% to $1.56

Positive Impact 3 of 5 earnings Written later

Paychex reported third-quarter fiscal 2026 results for the quarter ended February 28, 2026, with total revenue up 20% to $1.8 billion and GAAP diluted earnings per share up 9% to $1.56. The results include $71.0 million of acquisition-related costs tied to the Paycor acquisition, and the company narrowed its fiscal 2026 outlook only for interest on funds held for clients, now expected at $200 million to $210 million.

Key points

  • Third-quarter total revenue was $1.8 billion, up 20%; operating income was $792.0 million, up 14%.
  • Adjusted diluted EPS was $1.71, up 15%; GAAP diluted EPS was $1.56, up 9%.
  • For the nine months, GAAP diluted EPS was $3.71, down 1%, while total revenue rose 18% to $4.9 billion.
  • Fiscal 2026 interest on funds held for clients is now expected at $200 million to $210 million; other guidance is unchanged.

The filing

CompanyPaychex (PAYX)
Form8-K, current report
Filed with the SECMar 25, 2026, 8:34 AM ET
Accession number0001193125-26-122887

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:30 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 March 25, 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.