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ADP

ADP Reports 7% Revenue Increase in Q3 2025

Automatic Data Processing Inc. (ADP) has reported a 7% increase in total revenues for the three months ending September 30, 2025, reaching $5,175.2 million. On an organic constant currency basis, the revenue growth was 6%. The company's diluted and adjusted diluted earnings per share (EPS) also grew by 6% and 7% respectively, reaching $2.49.

The pays per control metric, representing the number of employees on ADP clients' payrolls, remained stable compared to the same period in 2024. PEO average worksite employees increased by 2% for the three months ended September 30, 2025, compared to the same period in 2024.

ADP's total expenses for the three months ended September 30, 2025, increased by 8% to $3,977.8 million. This increase was primarily driven by higher operating expenses, research and development expenses, depreciation and amortization expenses, selling, general and administrative expenses, and interest expenses.

The company's Earnings Before Income Taxes (EBIT) increased by 6% to $1,307.5 million for the three months ended September 30, 2025. The effective tax rate for the same period was 22.5%, slightly lower than the 22.6% recorded in 2024.

Net earnings for the three months ended September 30, 2025, were $1,013.0 million, a 6% increase compared to the same period in 2024. Similarly, adjusted net earnings and adjusted diluted EPS for the same period increased by 6% and 7% respectively.

In terms of segment analysis, Employer Services' revenues increased by 7% to $3,491.2 million, with an earnings before income taxes of $1,228.8 million. PEO Services' revenues increased by 7% to $1,687.5 million, excluding zero-margin benefits pass-throughs, and reported earnings before income taxes of $218.8 million.

ADP's financial condition remains solid as of September 30, 2025, and the company is committed to investing in its business through research and development of products and services.

Today the company's shares have moved 0.12% to a price of $261.53. Check out the company's full 10-Q submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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