Automatic Data Processing reported second‐quarter fiscal 2026 EPS of $2.62, surpassing the consensus estimate of $2.58 and marking a 11.5% increase from $2.35 a year earlier. Total revenues grew 6.2% year‐over‐year, driven by a 5.8% rise in Employer Services and an 8.1% increase in PEO Services. Net new business annualized revenue reached $675 million, up from $590 million in the prior year quarter. Operating margin expanded by 40 basis points to 24.3%, reflecting disciplined cost control and higher software-as-a-service penetration. Management raised the full-year revenue outlook by 50 basis points to a range of 5.5%–6.0% growth, citing strong retention and accelerating demand for integrated payroll and human capital management solutions.

In late January, ADP unveiled ADP Assist, a suite of artificial intelligence agents built on its global data platform encompassing 1.1 million clients across 140 countries and territories and covering 42 million wage earners. The persona-based agents deliver automated payroll variance audits, tax registration guidance, personalized policy Q&A drawn from client handbooks and on-demand analytics reports via conversational chat. The company emphasized its 75 years of workforce data heritage and embedded ethical AI principles to ensure security and compliance. ADP projects that early adopters will reduce manual processing time by up to 30%, enabling HR teams to reallocate headcount toward strategic workforce planning.