Back to top

Image: Bigstock

Broadridge Set to Report Q3 Earnings: What's in the Cards?

Read MoreHide Full Article

Key Takeaways

  • BR will report Q3 fiscal 2026 results on April 30. It has a four-quarter average earnings surprise of 12.2%.
  • Revenues are expected to rise 5.6% y/y, driven by tokenization demand and digital, AI-enabled offerings.
  • Earnings are projected to grow 7.8% y/y, supported by acquisitions and investments in tech and operations.

Broadridge Financial Solutions, Inc. (BR - Free Report) is slated to report its third-quarter fiscal 2026 results on April 30, before the opening bell.

The company has an impressive earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 12.2%.

Q3 Expectations for BR

The Zacks Consensus Estimate for revenues is pinned at $1.91 billion, suggesting a 5.6% rise from the fiscal third-quarter 2025 actuals.

Robust demand for tokenization of securities across capital markets, innovative products and services, and digital-first, AI-enabled experiences is collectively expected to have boosted the company’s top line in the March-end quarter of fiscal 2026.

The Zacks Consensus Estimate for net revenues at Investor Communication Solutions is pegged at $1.43 billion, suggesting 6% year-over-year increase. The consensus estimate for net revenues in the Global Technology and Operations segment is pegged at $483.87 million, indicating a 4.3% year-over-year rise. Internal growth, new businesses and acquisitions are likely to have driven the expected growth.

The Zacks Consensus Estimate for earnings in the to-be-reported quarter is pegged at $2.63, indicating a 7.8% year-over-year increase.

Broadridge’s strategic investments in key product initiatives around tokenization, shareholder engagement, digital communications and core tech infrastructure are expected to have boosted the top line. The acquisitions of Acolin, iJoin and Signal are expected to have driven operational efficiency, scalability, geographical reach and long-term growth by embedding agentic AI deeper into post-trade workflows and expanding cross-border fund distribution capabilities.

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. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

Broadridge has an Earnings ESP of 0.00% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks to Consider

Here are a few stocks from the broader Computer and Technology sector, which, according to our model, have the right combination of elements to beat on earnings this season.

Celestica Inc. (CLS - Free Report) has an Earnings ESP of +1.32% and a Zacks Rank of 2. The company is scheduled to report its first-quarter 2026 results on April 27.

The Zacks Consensus Estimate for CLS’s first-quarter 2026 revenues is pegged at $4 billion, indicating year-over-year growth of 51.6%. For earnings, the consensus mark is pegged at $2.08 per share, implying a 73.3% increase from the year-ago quarter’s actual. CLS beat the consensus estimate in each of the trailing four quarters, with the average earnings surprise being 9.1%.

F5, Inc. (FFIV - Free Report) has an Earnings ESP of +3.50% and a Zacks Rank of 2. The company is scheduled to announce its second-quarter 2026 results on April 28.

The Zacks Consensus Estimate for FFIV’s second-quarter fiscal 2026 revenues is pegged at $784.3 million, indicating 7.3% year-over-year growth. The consensus estimate for earnings is pegged at $3.47 per share, implying a year-over-year increase of 1.5%. FFIV beat the consensus estimate in each of the trailing four quarters, delivering an average earnings surprise of 15.7%.

Zacks' 7 Best Strong Buy Stocks (New Research Report)

Valued at $99, click below to receive our just-released report predicting the 7 stocks that will soar highest in the coming month.

Click Here, It's Really Free

Published in