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10-QPeriod: Q2 FY2020

AUTOMATIC DATA PROCESSING INC Quarterly Report for Q2 Ended Dec 31, 2019

Filed January 31, 2020For Securities:ADP

Summary

Automatic Data Processing, Inc. (ADP) reported solid financial results for the six months ended December 31, 2019, demonstrating robust revenue growth and improved profitability. Total revenues increased by 5% to $7.2 billion, driven by strong performance in both Employer Services and PEO Services segments, with organic constant currency revenue growth at 6%. Net earnings saw a significant increase of 16% to $1.23 billion, translating to diluted earnings per share of $2.84, up 17% compared to the prior year period. The company also highlighted improved operating efficiencies and margin expansion, with Adjusted EBIT Margin increasing by 70 basis points to 22.3%. Shareholder returns remained a priority, with substantial amounts returned through dividends and share repurchases, underscoring a commitment to delivering long-term shareholder value.

Financial Statements
Beta
Revenue$3.67B
Cost of Revenue$2.09B
Gross Profit$1.58B
SG&A Expenses$754.30M
Operating Expenses$2.88B
Interest Expense$31.60M
Net Income$651.60M
EPS (Basic)$1.51
EPS (Diluted)$1.50
Shares Outstanding (Basic)431.50M
Shares Outstanding (Diluted)433.30M

Key Highlights

  • 1Total revenues grew 5% to $7.2 billion for the six months ended December 31, 2019, with organic constant currency growth at 6%, indicating strong underlying business performance.
  • 2Net earnings increased by a robust 16% to $1.23 billion, and diluted EPS rose 17% to $2.84, reflecting improved profitability and operational efficiency.
  • 3Both Employer Services and PEO Services segments showed strong revenue growth, up 4% and 9% respectively, demonstrating the company's diversified revenue streams.
  • 4Adjusted EBIT Margin improved by 70 basis points to 22.3%, showcasing the positive impact of cost management and operational efficiencies.
  • 5The company returned approximately $690 million via dividends and $620 million via share repurchases during the six-month period, demonstrating a commitment to shareholder returns.
  • 6The balance sheet remains solid, with total assets growing to $49.1 billion and total liabilities at $43.7 billion, leading to total stockholders' equity of $5.4 billion.
  • 7Operating cash flow increased by approximately $200 million to $1.13 billion for the six months ended December 31, 2019, highlighting the company's strong cash generation capabilities.

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