PAPAYXEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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PAYX earnings call: For fiscal '27, we now expect PEO and Insurance Solutions revenue growth to be in the range of 7% to 8%.沛齐公司 (PAYX) 电话会：罗伯特·施拉德表示，对于2027财年，我们预计PEO及保险解决方案部门的营收增长率将处于7%至8%的区间。
Management remarks
Call period: 2027 Q1 · 2026-09-23
Guidance: Robert Schrader: For fiscal '27, we now expect PEO and Insurance Solutions revenue growth to be in the range of 7% to 8%.
Demand and orders: John Gibson: We saw strong growth in broker bookings, supported by higher average deal size and strong ancillary attachment.
Margins: Robert Schrader: Operating margins for the quarter increased 280 basis points to 38% and our adjusted operating margins increased approximately 130 basis points to 42%, driven by productivity and cost discipline even as we continue to invest in our strategic priorities.
Analyst Q&A
Analyst Daniel Jester asked: So I guess I wanted to go back to all the commentary around AI, and it's great to see all of the product advancements there. Can you just spend a moment like talking about 2 things. Management John Gibson answered: Of course, we've been adopting this internally faster than we probably have from a product perspective. And we now have over -- we had like 600 active agents in the company a quarter ago. We have over 2,000 today. We've now deployed AI to over 10,000 of our employees, and we're encouraging them through a governance process to figure out how they can enable those tools. And we're seeing 20% reductions in payroll, manual payroll process using our agentic payroll capabilities and tools.
