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Compared to Estimates, Broadridge Financial (BR) Q1 Earnings: A Look at Key Metrics

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For the quarter ended September 2026, Broadridge Financial Solutions (BR - Free Report) reported revenue of $1.67 billion, up 5% over the same period last year. EPS came in at $1.56, compared to $1.51 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.64 billion, representing a surprise of +1.5%. The company delivered an EPS surprise of +13.87%, with the consensus EPS estimate being $1.37.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Broadridge Financial performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenues by Type- Recurring revenues: $1.08 billion versus the three-analyst average estimate of $1.05 billion. The reported number represents a year-over-year change of +10.8%.
  • Revenues- Global Technology and Operations (GTO): $515.5 million compared to the $502.24 million average estimate based on three analysts. The reported number represents a change of +12.2% year over year.
  • Revenues- Investor Communication Solutions (ICS): $1.15 billion compared to the $1.14 billion average estimate based on three analysts. The reported number represents a change of +2.1% year over year.
  • Revenues- Investor Communication Solutions- Total ICS Event-driven revenues: $67.4 million compared to the $61.13 million average estimate based on two analysts. The reported number represents a change of -40.8% year over year.
  • Revenues- Investor Communication Solutions- Distribution revenues: $518.2 million versus $525.1 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4% change.
  • Revenues- Investor Communication Solutions- ICS Recurring revenues- Data-driven fund solutions: $121.6 million versus $118.77 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.6% change.
  • Revenues- Investor Communication Solutions- ICS Recurring revenues- Issuer: $34 million versus $35.24 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4% change.
  • Revenues- Investor Communication Solutions- ICS Recurring revenues- Customer communications: $181.6 million compared to the $182.41 million average estimate based on two analysts. The reported number represents a change of +2.5% year over year.
  • Revenues- Global Technology and Operations- GTO Recurring revenues- Capital markets: $327.2 million compared to the $305.97 million average estimate based on two analysts. The reported number represents a change of +16.6% year over year.
  • Revenues- Global Technology and Operations- GTO Recurring revenues- Wealth and investment management: $188.3 million versus $194.9 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.3% change.
  • Revenues- Investor Communication Solutions- ICS Event-driven revenues- Mutual funds: $33.6 million compared to the $34.85 million average estimate based on two analysts. The reported number represents a change of -62.6% year over year.
  • Revenues- Investor Communication Solutions- ICS Event-driven revenues- Equity and other: $33.8 million compared to the $26.28 million average estimate based on two analysts. The reported number represents a change of +40.8% year over year.

View all Key Company Metrics for Broadridge Financial here>>>

Shares of Broadridge Financial have returned +15.8% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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