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Broadridge's Q1 Earnings Meet Estimates, Decline Year Over Year

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Broadridge Financial Solutions, Inc.’s (BR - Free Report) first-quarter fiscal 2025 earnings matched the Zacks Consensus Estimate, but revenues lagged the same.

Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.

Adjusted earnings of $1 per share decreased 8.3% from the year-ago quarter. Total revenues of $1.42 billion missed the consensus mark by 3.9% and were down slightly year over year.

Recurring revenues of $900 million increased 3% year over year on a reported basis and 4% on a constant currency basis.

The company’s stock has gained 28.1% over the past year compared with the 34.8% rally of the industry it belongs to and the 37.7% growth of the Zacks S&P 500 Composite.

Other Key Q1 Metrics

Revenues in the Investor Communication Solutions segment decreased 1% from the year-ago quarter’s level to $1 billion, slightly above our estimate of $1.52 billion. The Global Technology and Operations segment’s revenues amounted to $407 million, lagging our estimate of $437.5 million but increasing 1% on a year-over-year basis.

Adjusted operating income of $185 million decreased 7% from the year-ago quarter. Adjusted operating income margin of 13% declined 90 basis points year over year.

Broadridge exited the quarter with a cash and cash equivalents balance of $292.8 million compared with $304.4 million at the end of the preceding quarter. Long-term debt was $3.6 billion compared with $3.4 billion at the end of the prior quarter.

The company used $125.5 million of cash in operating activities and capex was $7.9 million in the quarter. It paid out $7.9 million in dividends.

Fiscal 2025 Guidance

Broadridge raised its revenue guidance. The company expects recurring revenue growth to be 6-8% compared with the previous expectation of 5-7%. Adjusted earnings per share growth is expected to be 8-12%. Adjusted operating income margin is estimated to be around 20%.

Broadridge currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Recent Earnings Snapshots

Omnicom (OMC - Free Report) reported impressive third-quarter 2024 results, wherein both earnings and revenues beat the Zacks Consensus Estimate.

OMC’s earnings of $2 per share beat the consensus estimate by 3.1% and increased 9.1% year over year. Total revenues of $3.9 billion surpassed the consensus estimate by 2.3% and increased 8.5% year over year.

Equifax (EFX - Free Report) reported mixed third-quarter 2024 results, wherein earnings surpassed the Zacks Consensus Estimate while revenues missed the same.

EFX’s adjusted earnings were $1.8 per share, beating the Zacks Consensus Estimate by a slight margin and increasing by 5.1% from the year-ago quarter’s actual. Total revenues of $1.4 billion missed the consensus estimate by a slight margin but increased 9.3% from the year-ago quarter.
 


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