
Paycom delivered a strong Q2, with 10% revenue growth and broad-based operational improvements, driving a 23% post-earnings rally. Recurring revenue grew 11% y/y, margins expanded significantly, and n
Paycom Software NYSE: PAYC reported second-quarter results that exceeded its expectations, citing broad-based revenue strength, growing demand for automation and improving operating efficiency. The co

Paycom Software, Inc. (PAYC) Q2 2026 Earnings Call Transcript
We exited 2 of our entire positions in Lululemon and Paycom Software in Q2. Lululemon was the most disappointing for us and hurt the most. It was sized as our 2nd-largest position when we started the