Classification is based on semantic text similarity scoring and may include approximations. “No match” means no high-confidence textual match was found — not necessarily that a section was removed.
🟢 New in Current Filing
Change in our credit ratings could adversely impact our results of operations and lower our profitability.
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🟢 New in Current Filing
In the event we receive negative publicity, our reputation and the value of our brand could be harmed, and clients may not use our solutions and support, which may have a material adverse effect on our business.
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🟢 New in Current Filing
Risk Management and Strategy
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🟢 New in Current Filing
Square feet
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🟢 New in Current Filing
Approximate dollar value of shares that may yet be purchased under the program
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In millions, except per share amounts
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🟢 New in Current Filing
Business Outlook
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🟢 New in Current Filing
As of May 31,
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In millions, except per share amounts
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🟢 New in Current Filing
Total service revenue
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🟢 New in Current Filing
Total revenue
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🟢 New in Current Filing
Operating income
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🟢 New in Current Filing
Income before income taxes
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Diluted earnings per share
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$ in millions
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🟢 New in Current Filing
As of May 31,
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🟢 New in Current Filing
In millions
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🟢 New in Current Filing
Fiscal Year
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$ in millions, except per share amounts
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🟢 New in Current Filing
Liquidity and Capital Resources
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Credit facilities:
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$ in millions
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Operating, Investing, and Financing Cash Flow Activities
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In millions
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Operating Cash Flow Activities
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Investing Cash Flow Activities
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Financing Cash Flow Activities
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Critical Accounting Policies and Estimates
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Market Risk Factors
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Maturity date:
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Description
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INTERNAL CONTROL OVER FINANCIAL REPORTING
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Report of Independent Registered Public Accounting Firm
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Opinions on the Financial Statements and Internal Control over Financial Reporting
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Basis for Opinions
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Definition and Limitations of Internal Control over Financial Reporting
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Critical Audit Matters
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🟢 New in Current Filing
Year ended May 31,
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Total service revenue
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🟢 New in Current Filing
Total revenue
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🟢 New in Current Filing
Operating income
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🟢 New in Current Filing
Income before income taxes
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🟢 New in Current Filing
Weighted-average common shares outstanding, assuming dilution
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🟢 New in Current Filing
As of May 31,
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🟢 New in Current Filing
Current assets before funds held for clients
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🟢 New in Current Filing
Total current assets
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Liabilities
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🟢 New in Current Filing
Current liabilities before client fund obligations
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Total current liabilities
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Stockholders’ equity
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🟢 New in Current Filing
Total liabilities and stockholders’ equity
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🟢 New in Current Filing
Balance as of May 31, 2022
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🟢 New in Current Filing
Balance as of May 31, 2023
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🟢 New in Current Filing
Balance as of May 31, 2024
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🟢 New in Current Filing
Balance as of May 31, 2025
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🟢 New in Current Filing
Operating activities
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🟢 New in Current Filing
Investing activities
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🟢 New in Current Filing
Financing activities
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🟢 New in Current Filing
Net change in cash, restricted cash, and equivalents
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🟢 New in Current Filing
Reconciliation of cash, restricted cash, and equivalents
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🟢 New in Current Filing
Total cash, restricted cash, and equivalents
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🟢 New in Current Filing
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS
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Note A — Description of Business, Basis of Presentation, and Significant Accounting Policies
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In millions
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Accounts receivable, net of allowance for credit losses
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In millions
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Depreciable life
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Amortizable life
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Note B — Service Revenue
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Management Solutions Revenue
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PEO and Insurance Solutions Revenue
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In millions
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Contract Balances
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In millions
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Assets Recognized from the Costs to Obtain and Fulfill Contracts
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In millions
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In millions
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Note C — Basic and Diluted Earnings Per Share
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Basic earnings per share:
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Diluted earnings per share:
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Weighted-average anti-dilutive common share equivalents
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Note D — Business Combinations
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Paycor HCM, Inc.
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Purchase Consideration and Allocation
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In millions, except per share amounts
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Total cash consideration
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Total purchase consideration
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Assets Acquired
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Liabilities Assumed
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Total Liabilities
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Estimated fair value
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🟢 New in Current Filing
Unaudited Pro Forma Financial Information
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In millions
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🟢 New in Current Filing
Alterna Capital Solutions LLC
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🟢 New in Current Filing
Note E — Other Income, Net
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In millions
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Other income, net
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Note F — Stock-Based Compensation Plans
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Outstanding as of May 31, 2024
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Exercisable as of May 31, 2025
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🟢 New in Current Filing
In millions, except per share amounts
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🟢 New in Current Filing
Year ended May 31,
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Nonvested as of May 31, 2024
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🟢 New in Current Filing
Nonvested as of May 31, 2025
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🟢 New in Current Filing
In millions, except per share amounts
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🟢 New in Current Filing
Nonvested as of May 31, 2024
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🟢 New in Current Filing
Nonvested as of May 31, 2025
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🟢 New in Current Filing
In millions, except per share amounts
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🟢 New in Current Filing
Year ended May 31,
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🟢 New in Current Filing
Note G — Funds Held for Clients and Corporate Investments
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🟢 New in Current Filing
Type of issue:
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🟢 New in Current Filing
Total funds held for clients and corporate investments
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🟢 New in Current Filing
Type of issue:
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🟢 New in Current Filing
Total funds held for clients and corporate investments
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In millions
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🟢 New in Current Filing
Total funds held for clients and corporate investments
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Securities in an unrealized loss position for more than twelve months
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Type of issue:
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Securities in an unrealized loss position for more than twelve months
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Type of issue:
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In millions
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🟢 New in Current Filing
Net realized (losses)/gains
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Maturity date:
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🟢 New in Current Filing
Note H — Fair Value Measurements
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(Fair value)
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🟢 New in Current Filing
(Fair value)
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Liabilities:
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🟢 New in Current Filing
In millions
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🟢 New in Current Filing
Total long-term borrowings, net of debt issuance costs
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Note I — Leases
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$ in millions
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In millions
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In millions
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In millions
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Note J — Property and Equipment, Net of Accumulated Depreciation
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In millions
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Property and equipment, net of accumulated depreciation
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Note K — Goodwill and Intangible Assets, Net of Accumulated Amortization
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In millions
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Balance, end of fiscal year
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In millions
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Intangible assets, net of accumulated amortization
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🟢 New in Current Filing
Year ending May 31,
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🟢 New in Current Filing
Note L — Income Taxes
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🟢 New in Current Filing
Deferred tax assets:
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🟢 New in Current Filing
Deferred tax liabilities:
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🟢 New in Current Filing
Net deferred tax liability
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🟢 New in Current Filing
In millions
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🟢 New in Current Filing
Total current
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Income taxes
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🟢 New in Current Filing
Year ended May 31,
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Effective income tax rate
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Balance as of beginning of fiscal year
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🟢 New in Current Filing
Balance as of end of fiscal year
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🟢 New in Current Filing
Note M — Short-term Financing
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Credit facilities:
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🟢 New in Current Filing
Note N — Long-term Financing
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interest rate
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Long-term debt, net
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🟢 New in Current Filing
Note O — Supplemental Cash Flow Information
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Note P — Employee Benefit Plans
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Note Q — Commitments and Contingencies
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In millions
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Note R — Segment Reporting
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Total revenue
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Income before income taxes
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of fiscal year
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Position and business experience
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Position and business experience
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🟢 New in Current Filing
Number of securities remaining available for future issuance under equity compensation plans(1)
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🟢 New in Current Filing
SIGNATURES
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🟢 New in Current Filing
PAYCHEX, INC.
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🔴 No Match in Current Filing
We may not be able to keep pace with changes in technology or provide timely enhancements to our solutions and support.
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🔴 No Match in Current Filing
We may experience software defects, undetected errors, and development delays, which could damage our relationship with clients, decrease our potential profitability and expose us to liability.
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🔴 No Match in Current Filing
We could be subject to reduced revenues, increased costs, liability claims, or harm to our competitive position as a result of cyberattacks, security vulnerabilities or Internet disruptions.
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🔴 No Match in Current Filing
In the event we receive negative publicity, our reputation and the value of our brand could be harmed, and clients may not use our solutions and support, which may have a material adverse effect on our business.
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🟡 Modified
Our business, services, and financial condition may be adversely impacted by changes in government laws and regulations.
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🟡 Modified
Our business, results of operations, and financial condition may be impacted by macroeconomic and/or political factors of the U.S. and global economy and such impact could be materially adverse.
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🟡 Modified
Our reputation, results of operations, or financial condition may be adversely impacted if we fail to comply with data privacy and AI laws and regulations.
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🟡 Modified
In the event of a catastrophe, our business continuity plan may fail, which could result in the loss of client data and adversely interrupt operations.
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🟡 Modified
We made and may continue to make acquisitions that involve numerous risks and uncertainties.
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🟡 Modified
Our debt obligations may expose us to risks affecting the operation of our business, and our failure to address these risks could have a material adverse effect on our results of operations and financial condition.
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