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ADP(ADP)2026财年第二季度财报电话会议纪要「NASDAQ」(英文版)(19页).pdf

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1、LSEG STREETEVENTSEDITED TRANSCRIPTADP.OQ-Q2 2026 Automatic Data Processing Inc Earnings CallEVENT DATE/TIME:JANUARY 28,2026/1:30PM GMTOVERVIEW:Company SummaryLSEG STREETEVENTS|Contact Us2026 LSEG.All rights reserved.Republication or redistribution of LSEG content,including by framing or similar mean

2、s,is prohibited without the prior writtenconsent of LSEG.LSEG and the LSEG logo are registered trademarks of LSEG and its affiliated companies.CORPORATE PARTICIPANTSMattew Keating Automatic Data Processing Inc-Vice President,Investor RelationsMaria Black Automatic Data Processing Inc-President,Chief

3、 Executive Officer,DirectorPeter Hadley Automatic Data Processing Inc-Chief Financial OfficerCONFERENCE CALL PARTICIPANTSMark Marcon Robert W.Baird&Co Inc-AnalystTien-Tsin Huang JPMorgan Chase&Co-AnalystScott Wurtzel Wolfe Research LLC-AnalystBryan Bergin Cowen and Company LLC-AnalystRamsey El-Assal

4、 Cantor Fitzgerald LP-AnalystAshish Sabadra RBC Capital Markets Inc-AnalystKartik Mehta Northcoast Research-Equity AnalystDaniel Jester Bank of Montreal-AnalystBryan Keane Citi Infrastructure Investments LLC-AnalystDan Dolev Mizuho Securities USA LLC-AnalystPRESENTATIONOperatorGood morning.My name i

5、s Michelle,and Ill be your conference operator.At this time,I would like to welcome everyone to ADPs secondquarter fiscal 2026 earnings call.I would like to inform you that this conference is being recorded.(Operator Instructions)I will now turn the conference over to Matt Keating,Vice President,Inv

6、estor Relations.Please go ahead.Mattew Keating-Automatic Data Processing Inc-Vice President,Investor RelationsThank you,Michelle,and welcome,everyone,to ADPs second quarter fiscal 2026 earnings call.Participating today are Maria Black,ourPresident and CEO;and Peter Hadley,our CFO.Earlier this mornin

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1. **Q2 2026业绩**:营收增长6%,调整后EBIT利润率扩张80个基点,调整后EPS增长11%。 2. **战略进展**: - **技术领先**:Workforce Now NextGen和ADP Lyric HCM平台表现强劲,Lyric新业务预订超预期,70%为新客户。 - **全球扩张**:赢得欧洲7.5万员工银行客户,国际业务覆盖140国,服务超1600万员工。 - **AI应用**:推出ADP Assist等AI工具,提升客户体验与效率。 3. **财务展望**: - 调整全年营收增长至约6%,调整后EPS增长预期上调至9%-10%。 - 授权60亿美元股票回购,股息提高10%。 4. **客户与市场**:客户满意度创历史新高,PEO营收增长6%,但平均在岗员工增长放缓至2%。
**AI如何助力增长?** **PEO增长放缓原因?** **国际业务前景如何?**
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