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Broadridge Set to Report Q1 Earnings: What's in the Cards?

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Key Takeaways

  • BR is expected to report Q1 EPS of $1.19, up 19%, on revenue growth of 7.86% to $1.53B.
  • Investor Communication Solutions and Global Tech units likely drove gains via internal growth and deals.
  • BR's Earnings ESP stands at 0.00% with a Zacks Rank #3, signaling no clear prediction for an earnings beat.

Broadridge Financial Solutions, Inc. (BR - Free Report) is set to report its first-quarter fiscal 2026 results on Nov. 4, before the bell.

The company has an impressive earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters and matched once, delivering an average surprise of 3.87%.

Q1 Expectations for BR

The Zacks Consensus Estimate for earnings in the to-be-reported quarter is pegged at $1.19 per share, indicating 19% year-over-year growth. The Zacks Consensus Estimate for revenues stands at $1.53 billion, calling for a 7.86% increase from the fiscal first-quarter 2024 actuals.

Our estimate for net revenues at Investor Communication Solutions is pegged at $1.07 billion, which suggests a 5.6% year-over-year increase. Our estimate for net revenues in the Global Technology and Operations segment stands at $441.5 million, which indicates an 8.4% year-over-year rise. Internal growth, new businesses and acquisitions are likely to have driven the expected growth.

Moreover, robust operating efficiency is expected to have driven bottom-line growth in the September-end quarter.

What Our Model Says About BR

Our proven model does not conclusively predict an earnings beat for Broadridge this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that’s not the case here.

Broadridge has an Earnings ESP of 0.00% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks to Consider

Here are some stocks from the broader Business Services sector, which, according to our model, have the right combination of elements to beat on earnings this time.

AppLovin (APP - Free Report) : The Zacks Consensus Estimate for the company’s third-quarter 2025 revenues is pegged at $1.34 billion, indicating 11.9% year-over-year growth. For earnings, the consensus estimate is pegged at $2.37 per share, implying an 89.6% surge from the year-ago quarter’s actual. The company beat the consensus estimate in the trailing four quarters, with an average surprise of 22.4%.

APP has an Earnings ESP of +1.30% and a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The company is scheduled to declare its third-quarter 2025 results on Nov. 5.

Fidelity National Information Services (FIS - Free Report) : The Zacks Consensus Estimate for third-quarter 2025 revenue is pegged at $2.65 billion, implying a 3.28% rise year over year. For earnings, the consensus mark stands at $1.48 per share, indicating a rise of 5.7% year over year. The company beat on earnings in three of the trailing four quarters, and matched once, delivering an average surprise of 3.27%.

FIS currently has an Earnings ESP of +0.20% and a Zacks Rank of 3.

The company is scheduled to declare its third-quarter 2025 results on Nov. 5.

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