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The company has an impressive earnings surprise history. BR’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 12.7%.
Broadridge Financial Solutions, Inc. Price, Consensus and EPS Surprise
Shares of BR have had a decent run over the past month. The stock has risen 10% against the industry’s 5% and the Zacks S&P 500 composite’s 0.4% decline.
Image Source: Zacks Investment Research
Q1 Expectations for BR
The Zacks Consensus Estimate for revenues in the to-be-reported quarter is pinned at $1.64 billion, suggesting a 3.4% rise from the fiscal first-quarter 2026 actuals.
Recurring revenue growth, supported by high client retention, increasing investor participation, demand for financial technology solutions and continued conversion of the sales backlog, is likely to have contributed to the growth.
The Zacks Consensus Estimate for net revenues at Investor Communication Solutions is pegged at $1.14 billion, suggesting a 1% year-over-year increase. The consensus estimate for net revenues in the Global Technology and Operations segment is pegged at $502.24 million, indicating a 9.3% year-over-year rise. Growing adoption of digital communications and governance solutions and the Wealth InFocus platform are anticipated to have boosted the Investor Communication Solutions segment. Expansion in tokenization and digital asset infrastructure and integration of artificial intelligence across BR’s technology platforms are likely to have contributed to the Global Technology and Operations segment.
The Zacks Consensus Estimate for earnings in the to-be-reported quarter is pegged at $1.37 per share, indicating a 9.3% year-over-year decline. We expect slower sales conversion, higher implementation costs and expenses related to investment in new technology platforms to have impacted operating leverage, delayed expected earnings benefits and contributed to the bottom-line decline.
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 is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
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 reporting cycle.
Camtek Ltd. (CAMT - Free Report) has an Earnings ESP of +0.85% and a Zacks Rank of 2. The company is scheduled to report its third-quarter 2026 results on Nov. 4.
The Zacks Consensus Estimate for CAMT’s third-quarter 2026 revenues is pegged at $160.37 million, indicating year-over-year growth of 27.3%. For earnings, the consensus mark is pegged at 98 cents per share, implying a 19.5% increase from the year-ago quarter’s actual.
Camtek beat the consensus estimate in three of the trailing four quarters and missed once, with the average earnings surprise being 1%.
Microchip Technology Incorporated (MCHP - Free Report) has an Earnings ESP of +3.31% and a Zacks Rank of 2. The company is scheduled to declare its second-quarter fiscal 2027 results on Nov. 5.
The Zacks Consensus Estimate for MCHP’s second-quarter fiscal 2027 revenues is pegged at $1.61 billion, indicating 41% year-over-year growth. The consensus estimate for earnings is pegged at 94 cents per share, implying a year-over-year increase of more than 100%.
Microchip Technology beat the consensus estimate in each of the trailing four quarters, delivering an earnings surprise of 7.7% on average.
View the Zacks #1 Rank List
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Broadridge Gears Up to Report Q1 Earnings: What's in the Cards?
Key Takeaways
Broadridge Financial Solutions, Inc. (BR - Free Report) is set to report first-quarter fiscal 2027 results on Nov. 3, before the opening bell.
The company has an impressive earnings surprise history. BR’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 12.7%.
Broadridge Financial Solutions, Inc. Price, Consensus and EPS Surprise
Broadridge Financial Solutions, Inc. price-consensus-eps-surprise-chart | Broadridge Financial Solutions, Inc. Quote
Shares of BR have had a decent run over the past month. The stock has risen 10% against the industry’s 5% and the Zacks S&P 500 composite’s 0.4% decline.
Image Source: Zacks Investment Research
Q1 Expectations for BR
The Zacks Consensus Estimate for revenues in the to-be-reported quarter is pinned at $1.64 billion, suggesting a 3.4% rise from the fiscal first-quarter 2026 actuals.
Recurring revenue growth, supported by high client retention, increasing investor participation, demand for financial technology solutions and continued conversion of the sales backlog, is likely to have contributed to the growth.
The Zacks Consensus Estimate for net revenues at Investor Communication Solutions is pegged at $1.14 billion, suggesting a 1% year-over-year increase. The consensus estimate for net revenues in the Global Technology and Operations segment is pegged at $502.24 million, indicating a 9.3% year-over-year rise. Growing adoption of digital communications and governance solutions and the Wealth InFocus platform are anticipated to have boosted the Investor Communication Solutions segment. Expansion in tokenization and digital asset infrastructure and integration of artificial intelligence across BR’s technology platforms are likely to have contributed to the Global Technology and Operations segment.
The Zacks Consensus Estimate for earnings in the to-be-reported quarter is pegged at $1.37 per share, indicating a 9.3% year-over-year decline. We expect slower sales conversion, higher implementation costs and expenses related to investment in new technology platforms to have impacted operating leverage, delayed expected earnings benefits and contributed to the bottom-line decline.
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 is 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 at present. 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 reporting cycle.
Camtek Ltd. (CAMT - Free Report) has an Earnings ESP of +0.85% and a Zacks Rank of 2. The company is scheduled to report its third-quarter 2026 results on Nov. 4.
The Zacks Consensus Estimate for CAMT’s third-quarter 2026 revenues is pegged at $160.37 million, indicating year-over-year growth of 27.3%. For earnings, the consensus mark is pegged at 98 cents per share, implying a 19.5% increase from the year-ago quarter’s actual.
Camtek beat the consensus estimate in three of the trailing four quarters and missed once, with the average earnings surprise being 1%.
Microchip Technology Incorporated (MCHP - Free Report) has an Earnings ESP of +3.31% and a Zacks Rank of 2. The company is scheduled to declare its second-quarter fiscal 2027 results on Nov. 5.
The Zacks Consensus Estimate for MCHP’s second-quarter fiscal 2027 revenues is pegged at $1.61 billion, indicating 41% year-over-year growth. The consensus estimate for earnings is pegged at 94 cents per share, implying a year-over-year increase of more than 100%.
Microchip Technology beat the consensus estimate in each of the trailing four quarters, delivering an earnings surprise of 7.7% on average.