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PCTY · Finance & HR
12 periods · 9 metrics
Exports retain full coverage for this metric group.
| Metric | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | ||||||||||||
Quarter positions follow exact adjacent start/end dates from retained SEC duration contexts. The sequence stops where a boundary is unverified; later columns are not compressed.Ambiguous or unverified dates remain blank. Policies, market snapshots and forecasts are not carried forward into other periods. LTM rows use exact trailing-twelve-month observations at the fiscal end shown. Missing values are not zero; † marks a scope limitation.
15 collected · 15 comparable numeric · 2022-12-31 to 2026-06-30
Windows end at the latest collected period, 2026-06-30. Missing periods are not filled.
Collected movements only; omitted movements remain unknown.
Opening 1,361,000 → collected movements → 1,300,000 calculated · 1,300,000 reported closing. Collected movements balance.
Uses collected movements only. Omitted movements remain unknown; a zero difference does not establish complete award coverage or net shares delivered.
2025-07-01–2026-06-30 · Difference = reported closing − opening − collected additions + collected deductions.
The roll-forward tracks restricted stock units award units. Closing awards are potential future issuance—not realized dilution or total company overhang. Vesting does not establish how many shares reached shareholders.
657,000 net compensation shares delivered · company-wide, all award classes.
2025-07-01–2026-06-30 · annual. Uses retained share issuance and tax-withholding evidence, not grants, vesting or weighted-average diluted shares.
+ Compensation shares issued: 802,000 · Company-wide · consolidated · equity award vesting
Published 2026-08-05
+ Compensation shares issued: 171,000 · Company-wide · consolidated · ESPP
Published 2026-08-05
− Shares withheld for taxes: 316,000 · Company-wide · consolidated · equity award taxes withheld
Published 2026-08-05
Published 2026-08-05
A matching consolidated beginning common-share balance is needed to calculate the realized delivery rate. Missing share counts remain unknown.
| Award activity | 2023-06-30 | 2024-06-30 | 2025-06-30 | 2026-06-30 |
|---|---|---|---|---|
| Opening awards | ||||
| Granted | ||||
| Vested | ||||
| Forfeited | ||||
| Closing awards | ||||
| Forfeiture grant-date fair value | ||||
| Grant-date fair value |
Capitalized internal-use software amortization period
2–10 yrs
Internal-use software generally 2–3 years; specified projects supporting main processing activities are 10 years. Range preserves the distinct disclosed asset classes.
Dates identify the reporting period and publication, not the policy effective date. A repeated disclosure does not establish quarterly confirmation.
Insufficient collected policy history to assess changes.
Compare source wording for scope changes; unchanged values do not establish an unchanged policy.
Capitalized commission amortization period
8 yrs
Period of benefit changed from seven to eight years effective June 30 2026 prospectively. Fiscal 2026 expense still reflected seven years; year-end policy eight years. Includes acquisition and fulfillment costs under portfolio approach.
Dates identify the reporting period and publication, not the policy effective date. A repeated disclosure does not establish quarterly confirmation.
Insufficient collected policy history to assess changes.
Compare source wording for scope changes; unchanged values do not establish an unchanged policy.
Latest reviewed period ended 2026-06-30
| Metric | Company definition |
|---|---|
| Annual revenue retentionOperating KPI | Prior-12-month total revenue less annualized recurring fees from lost clients, divided by prior-12-month total revenue, excluding interest on client funds. Lost-client fees use their prior-12-month revenue, annualized for shorter relationships. 10-K latest-period filing ↗Published 2026-08-05 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Adjusted EBITDA and marginNon-GAAP financial measure | Net income before interest expense, income taxes, depreciation and amortization, excluding stock compensation and associated payroll taxes plus acquisition/non-recurring transaction costs and specified role-elimination severance. Margin divides by total revenue. Latest-quarter earnings release ↗Published 2026-08-04 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Adjusted EBITDA excluding client-fund interestNon-GAAP financial measure | Adjusted EBITDA less interest income on funds held for clients. Its margin divides by recurring and other revenue. Latest-quarter earnings release ↗Published 2026-08-04 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Adjusted gross profit and marginNon-GAAP financial measure | Gross profit excluding stock compensation and related payroll taxes, amortization of capitalized internal-use software and certain acquired intangibles, and specified acquisition/transaction and severance items. Margin divides by total revenue. Latest-quarter earnings release ↗Published 2026-08-04 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Non-GAAP operating income, net income and EPSNon-GAAP financial measure | Excludes stock compensation and related payroll taxes, acquired-intangible amortization and specified acquisition/non-recurring transaction and severance costs. Net income and EPS also reflect the income-tax effects of these adjustments. Latest-quarter earnings release ↗Published 2026-08-04 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Free cash flow variantsNon-GAAP financial measure | Free cash flow subtracts internal-use software capitalization and property/equipment purchases from operating cash flow; its margin uses total revenue. The client-fund-interest variant additionally subtracts that interest. Adjusted free cash flow additionally adds cash paid for acquisition/non-recurring transactions and specified severance; both interest-excluded margins use recurring and other revenue. Latest-quarter earnings release ↗Published 2026-08-04 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
Latest fiscal Q4 review uses the current annual filing and associated fourth-quarter earnings release. Reviewed the latest-period filing and associated earnings release for operating definitions and the gross-profit, operating-income, net-income/EPS, EBITDA and cash-flow families. Only explicitly defined measures are included; absence does not imply a standardized definition.