FINHUB Insights

ADP · Q2 FY26 · Oct 1 – Dec 31, 2025

Automatic Data Processing Q2 FY26: where the revenue came from and where it went

Automatic Data Processing Q2 FY26: revenue $5.4B (+6% year over year). Net profit $1.1B. Largest cohort HCM $2.2B. The whole income statement as a sankey diagram from the SEC filing.

Period
Oct 1 – Dec 31, 2025
Reported
Jan 29, 2026 10-Q
Sankey diagram of Automatic Data Processing's income statement for Q2 FY26: revenue of $5.4 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$5.4B +6% year over year
Gross profit$2.5B 46% margin
Operating profit$1.3B 24% margin
Net profit$1.1B 20% margin

The numbers

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Dec 31, 2025).
ItemValueShare of revenueYear over year
Revenue 5.4 100% +6%
HCM 2.2 41% +5%
PEO Zero Margin Benefits Pass… 1.1 20% +7%
HRO 1 19% +4%
Global 0.7 13% +10%
Interest On Funds Held for Clients 0.3 6% +13%
Cost of revenue−2.954%
Gross profit2.546% margin+0pp
Research & development−0.35%+0pp
SG&A−0.920%+0pp
Operating profit1.324% margin+1pp
Tax−0.3
Net profit1.120%+1pp
Filing on EDGAR More quarters of ADP

Source of the numbers: structured XBRL data from the filing (10-Q). The diagram is generated automatically and checked against EDGAR before release. How we calculate it → About and methodology.

Older quarters