业绩总结 - 公司第一季度总收入为1,319百万美元，较去年同期增长2%[6] - 调整后的净收入为415.1亿美元，同比增长1%[34] - 调整后的每股稀释收益为1.14美元，同比增长2%[34] - EBITDA为578.2亿美元，同比增长1%[34] 客户和产品 - 第一季度总收入增长主要受到客户数量增长和产品渗透率提高的推动[7] 业务表现 - 公司在人力资源外包领域表现强劲，销售和客户保留率良好[9] 财务稳健 - 公司在财务表现方面保持稳健，自由现金流持续稳定支持行业领先的股息支付比率[32]

收入增长 - 总收入增长3%至13.185亿美元[3] - 管理解决方案收入增长1%至9.617亿美元[5] - PEO和保险解决方案收入增长7%至3.193亿美元[6] - 客户资金利息收入增长15%至3750万美元[6] - 总收入为13.185亿美元，同比增长3%[23] - 管理解决方案收入为9.617亿美元，同比增长1%[23] - PEO和保险解决方案收入为3.193亿美元，同比增长7%[23] 利润增长 - 营业收入增长2%至5.467亿美元[7] - 每股摊薄收益增长2%至1.18美元[7] - 调整后每股摊薄收益增长2%至1.16美元[7][8] - 营业利润为5.467亿美元，同比增长2%[23] - 净利润为4.274亿美元，同比增长2%[23] - 每股基本收益为1.19美元，同比增长3%[23] - 每股摊薄收益为1.18美元，同比增长2%[23] 现金流和股息 - 经营活动产生的现金流为5.461亿美元[9] - 公司宣布派发0.98美元/股的股息,并回购了828,855股公司股票[9] 未来预测 - 公司预计2025财年客户资金利息收入将在1.45亿美元至1.55亿美元之间,其他收入净额将在3000万美元至3500万美元之间[12] 财务状况 - 现金及现金等价物为14.596亿美元[26] - 客户资金义务为38.436亿美元[26]

公司盈利预期 - Paychex公司预计在10月1日周二开盘前发布第一季度财报[1] - 分析师预计该公司每股季度收益为1.14美元与去年同期相同 预计季度营收为13.2亿美元较去年的12.9亿美元有所增长[2] - 6月26日公司报告销售额同比增长5%至12.95亿美元与分析师预估的12.96亿美元基本一致[2] 公司股价及分析师评级 - 公司股票周五收盘价为132.99美元[2] - 花旗集团分析师Peter Christiansen于9月25日维持中性评级并将目标价从125美元上调至145美元 准确率为66%[2] - 巴克莱分析师Ramsey El - Assal于9月23日维持同等权重评级并将目标价从118美元上调至132美元 准确率为68%[2] - TD Cowen分析师Bryan Bergin于9月12日维持持有评级并将目标价从121美元上调至126美元 准确率为61%[2] - 摩根大通分析师Tien - Tsin Huang于8月20日维持减持评级并将目标价从120美元上调至128美元 准确率为66%[2] - 摩根士丹利分析师James Faucette于6月27日维持同等权重评级并将目标价从125美元下调至122美元 准确率为65%[2] - 公司有基于19位分析师评级的共识价格 最高价为14美元由花旗集团于2024年9月25日发布 最低价为[3]

Paychex, Inc. (PAYX) will release its first-quarter fiscal 2025 results on Oct. 1, before market open. See Zacks Earnings Calendar to stay ahead of market-making news. PAYX has delivered a decent earnings surprise in the trailing four quarters. The figure outpaced the Zacks Consensus Estimate at the same time, delivering an earnings surprise of 1.5%, on average. Paychex's First-Quarter Expectations The consensus estimates for Paychex's first-quarter fiscal 2025 revenues are pegged at $1.3 billion, indicatin ...

Analysts on Wall Street project that Paychex (PAYX) will announce quarterly earnings of $1.14 per share in its forthcoming report, representing no change year over year. Revenues are projected to reach $1.31 billion, increasing 2.2% from the same quarter last year. Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. Ahead of a company's e ...

Wall Street expects flat earnings compared to the year-ago quarter on higher revenues when Paychex (PAYX) reports results for the quarter ended August 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 1, 2024, might help the stock move higher if these key numbers are better th ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Paychex (PAYX) , which belongs to the Zacks Outsourcing industry. This payroll processor and human-resources services provider has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 1.64%. For the last reported quarter, Paychex came out with earnings of $1.1 ...

ITkach/iStock via Getty Images Paychex (NASDAQ:PAYX), a leader in the Human Capital Management software and payroll space in the United States, was founded in 1971 by Thomas Golisano, and went public in 1983. It has been a monster compounder over the years: since 1994 when Seeking Alpha's data starts, it has delivered a total return of more than 13,700% compared to the S&P 500's 1,100%. It's often a good idea to own leaders and a very good idea to own compounders, but of course, investing is about the futur ...

Colleagues working together at the office. gradyreese/iStock via Getty Images I'm a big believer that there is dignity in work. For most people, I sincerely believe that some kind of work is necessary for health and well-being. At the same time, I believe that it's advisable to plan for the day one no longer wants to/can no longer keep working. I say this as one of the blessed few who enjoy what I do for a living. I hope that I can be an equity analyst for many more decades. Yet, there's still something tha ...

文章核心观点 - Paychex股票目前交易价格为每股118美元,比2022年4月6日的141美元(通胀前高点)低约16%,但仍有上涨潜力[2] - Paychex股票在2023年表现不佳,仅上涨3%,而标普500指数同期上涨24%,表现落后[3] - 与此相比,Trefis高质量投资组合在同期内每年都超越了标普500指数,表现更为稳定[4] 公司基本面分析 - Paychex收入从2021财年的41亿美元增长到2024财年的53亿美元,客户基础和每客户收费均有所增加[9] - 公司每股收益从2021年的3.06美元增长到2024年的4.70美元,利润率有所提升,现金储备充足[9] 行业环境分析 - 2020年至2021年初,货币供给增加导致商品需求上升,但供给跟不上[6] - 2021年4月以来,通胀率快速上升,2022年6月达到40年来最高的9%[6] - 美联储随后大幅加息,导致标普500指数从高点下跌超过20%[6] 未来展望 - 随着通胀压力缓解,Paychex股票有望从当前水平反弹约8%至126美元[5] - 但考虑到经济增长放缓、就业市场可能受到影响,Paychex未来12个月表现仍存在不确定性[5] - 相比2008年金融危机期间,Paychex股价下跌幅度较小,后续恢复也较快[8]