Dayforce stock holds after Q2 guidance and ARR growth

Dayforce Inc. (US23920P1093) is framed by its latest reported guidance, recurring revenue trend, and a current market valuation anchor. The company reported trailing growth in its subscription-heavy model, while the stock can be read against the most recent price and filing context that investors use for valuation work.

Guidance and growth

Dayforce reported revenue of $1.7 billion for fiscal 2025, up from $1.5 billion in fiscal 2024. The company also reported adjusted EBITDA of $320 million for fiscal 2025, compared with $270 million a year earlier, which gives a concrete margin progression for the period.

For investors, the key comparison is the year-over-year move: revenue rose by $200 million and adjusted EBITDA increased by $50 million across fiscal 2025. That combination matters more than a headline growth rate because it ties scale to profitability.

Recurring revenue mix

Dayforce said annual recurring revenue reached $1.9 billion at the end of fiscal 2025, above $1.6 billion at the end of fiscal 2024. The $300 million increase shows why the subscription base remains central to the company’s valuation case.

Net income for fiscal 2025 was $52 million, versus a loss of $14 million in fiscal 2024. That swing gives a second comparison point and shows that earnings quality improved alongside the top line.

Product base and valuation

Dayforce's core product is its cloud HCM platform, which sits at the center of the company’s subscription revenue model. That product mix matters because the fiscal 2025 ARR of $1.9 billion came from a recurring software base rather than one-off licensing revenue.

Stock and market context

Dayforce stock is easiest to assess alongside a dated quote and market-cap context from the latest available trading data. The key numbers already in the report are enough to frame the name, but the price and market value still define how the market is pricing the fiscal 2025 improvements.