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Broadridge Q3 EPS of $2.72 beat estimates and rose 11.5% y/y, while revenues grew 7.8% y/y.
BR's recurring revenues rose 7% y/y, led by strength in the Investor Communication Solutions segment.
Broadridge raised its FY EPS growth view to 10-12%, though operating margin slightly declined.
Broadridge Financial Solutions, Inc. (BR - Free Report) reported impressive third-quarter fiscal 2026 results, with earnings and revenues beating the Zacks Consensus Estimate.
Adjusted earnings of $2.72 per share topped the consensus mark of $2.63 per share and increased 11.5% from the year-ago quarter. Total revenues of $1.95 billion surpassed the consensus mark of $1.91 billion and rose 7.8% year over year.
Recurring revenues of $1.29 billion rose 7% year over year on a reported basis and 6% on a constant-currency basis.
Broadridge Financial Solutions, Inc. Price, Consensus and EPS Surprise
Revenues in the Investor Communication Solutions segment increased 8.7% from the year-ago quarter’s figure to $1.46 billion. The Global Technology and Operations segment’s revenues amounted to $488.3 million, up 5.2% on a year-over-year basis.
Adjusted operating income was $420.6 million, up 3.8% year over year. The adjusted operating income margin of 21.5% decreased 90 basis points year over year.
Broadridge exited the quarter with a cash and cash equivalents balance of $304.8 million compared with $370.7 million at the end of the second quarter of fiscal 2026. Long-term debt was $2.72 billion compared with $2.67 billion at the end of the same period.
The company generated $301.1 million of cash from operating activities during the quarter. Capital expenditure was $13.6 million in the quarter. BR paid out $113.8 million in dividends during the period.
BR’s Fiscal 2026 Guidance
The company expects recurring revenue growth to be above 7%. Adjusted EPS growth is expected to be 10-12% compared with the previous view of 9-12%. The adjusted operating income margin is estimated to be between 20% and 21%.
Equifax Inc. (EFX - Free Report) reported better-than-expected first-quarter 2026 results. EFX’s adjusted earnings per share of $1.86 beat the Zacks Consensus Estimate by 10.1% and increased 21.6% from the year-ago quarter. EFX’s revenues of $1.6 billion surpassed the consensus estimate by 2.3% and improved 14.4% year over year.
Rollins, Inc. (ROL - Free Report) posted impressive first-quarter 2026 results. ROL’s adjusted earnings of 24 cents per share matched the consensus mark and rose 9.1% from the year-ago quarter. ROL’s total revenues of $906.4 million surpassed the consensus mark by 1.3% and increased 10.2% year over year.
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Broadridge Q3 Earnings & Revenues Beat Estimates, Increase Y/Y
Key Takeaways
Broadridge Financial Solutions, Inc. (BR - Free Report) reported impressive third-quarter fiscal 2026 results, with earnings and revenues beating the Zacks Consensus Estimate.
Adjusted earnings of $2.72 per share topped the consensus mark of $2.63 per share and increased 11.5% from the year-ago quarter. Total revenues of $1.95 billion surpassed the consensus mark of $1.91 billion and rose 7.8% year over year.
Recurring revenues of $1.29 billion rose 7% year over year on a reported basis and 6% on a constant-currency basis.
Broadridge Financial Solutions, Inc. Price, Consensus and EPS Surprise
Broadridge Financial Solutions, Inc. price-consensus-eps-surprise-chart | Broadridge Financial Solutions, Inc. Quote
Other Key Q3 Metrics of BR
Revenues in the Investor Communication Solutions segment increased 8.7% from the year-ago quarter’s figure to $1.46 billion. The Global Technology and Operations segment’s revenues amounted to $488.3 million, up 5.2% on a year-over-year basis.
Adjusted operating income was $420.6 million, up 3.8% year over year. The adjusted operating income margin of 21.5% decreased 90 basis points year over year.
Broadridge exited the quarter with a cash and cash equivalents balance of $304.8 million compared with $370.7 million at the end of the second quarter of fiscal 2026. Long-term debt was $2.72 billion compared with $2.67 billion at the end of the same period.
The company generated $301.1 million of cash from operating activities during the quarter. Capital expenditure was $13.6 million in the quarter. BR paid out $113.8 million in dividends during the period.
BR’s Fiscal 2026 Guidance
The company expects recurring revenue growth to be above 7%. Adjusted EPS growth is expected to be 10-12% compared with the previous view of 9-12%. The adjusted operating income margin is estimated to be between 20% and 21%.
Broadridge currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Earnings Snapshots
Equifax Inc. (EFX - Free Report) reported better-than-expected first-quarter 2026 results. EFX’s adjusted earnings per share of $1.86 beat the Zacks Consensus Estimate by 10.1% and increased 21.6% from the year-ago quarter. EFX’s revenues of $1.6 billion surpassed the consensus estimate by 2.3% and improved 14.4% year over year.
Rollins, Inc. (ROL - Free Report) posted impressive first-quarter 2026 results. ROL’s adjusted earnings of 24 cents per share matched the consensus mark and rose 9.1% from the year-ago quarter. ROL’s total revenues of $906.4 million surpassed the consensus mark by 1.3% and increased 10.2% year over year.