BR

MKT CAP:$18B

Broadridge Financial Solutions, Inc.

Market Cap

$18B

Technology·Information Technology Services·🇺🇸 United States·NYSE

Technology·IT Services·🇺🇸·NYSE

Stock Price

$155.95-$64.52 (-29.26%)

Apr 23, 2026

Company Details

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to i...

CEO

Timothy C. Gokey

IPO Date

Mar 22, 2007

Website

www.broadridge.com

Key Metrics TTM

Revenue

$7.2B

+7.4% YoY

Net Income

$1.1B

EPS (Diluted)

$9.03

Free Cash Flow

$1.4B

Revenue / Share

$61.01

Gross Margin

31.2%

Operating Margin

17.3%

Net Margin

14.9%

FCF Margin

18.9%

P/S

2.5x

P/E

17.0x

Earnings Reports

Q3 2026

May 7, 2026

PENDING

Q2 2026

Feb 3, 2026

$1.7B+7.8%EPS $2.42

Q1 2026

Nov 4, 2025

$1.6B+11.7%EPS $1.40

FY 2025

Aug 5, 2025

$6.9B+5.9%EPS $7.10

Q4 2025

Aug 5, 2025

$2.1B+6.2%EPS $3.16

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q3 22	$1.5B	$456M	$246M
Q4 22	$1.7B	$576M	$342M
Q1 23	$1.3B	$293M	$88M
Q2 23	$1.3B	$305M	$108M
Q3 23	$1.6B	$508M	$287M
Q4 23	$1.8B	$680M	$454M
Q1 24	$1.4B	$356M	$148M
Q2 24	$1.4B	$348M	$124M
Q3 24	$1.7B	$539M	$303M
Q4 24	$1.9B	$691M	$441M
Q1 25	$1.4B	$348M	$134M
Q2 25	$1.6B	$443M	$211M
Q3 25	$1.8B	$576M	$345M
Q4 25	$2.1B	$770M	$499M
Q1 26	$1.6B	$423M	$189M
Q2 26	$1.7B	$474M	$208M

Valuation

Quarter	P/S	P/E
Q3 22	3.3x	32.9x
Q4 22	3.2x	33.7x
Q1 23	3.1x	34.8x
Q2 23	3.1x	34.1x
Q3 23	3.1x	32.7x
Q4 23	3.0x	28.8x
Q1 24	2.9x	27.1x
Q2 24	2.9x	26.5x
Q3 24	2.8x	26.0x
Q4 24	2.8x	26.0x
Q1 25	2.8x	26.4x
Q2 25	2.7x	23.9x
Q3 25	2.7x	23.0x
Q4 25	2.6x	21.6x
Q1 26	2.6x	19.6x
Q2 26	2.5x	17.0x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q3 22	$81M	$56M
Q4 22	$457M	$439M
Q1 23	-$205M	-$218M
Q2 23	$123M	$104M
Q3 23	$176M	$162M
Q4 23	$729M	$701M
Q1 24	-$62M	-$76M
Q2 24	$190M	$168M
Q3 24	$207M	$167M
Q4 24	$721M	$685M
Q1 25	-$126M	-$133M
Q2 25	$237M	$228M
Q3 25	$360M	$349M
Q4 25	$700M	$663M
Q1 26	$42M	$27M
Q2 26	$325M	$319M

Capital Expenditures

Quarter	CapEx
Q3 22	$25M
Q4 22	$19M
Q1 23	$14M
Q2 23	$20M
Q3 23	$14M
Q4 23	$28M
Q1 24	$14M
Q2 24	$22M
Q3 24	$40M
Q4 24	$36M
Q1 25	$8M
Q2 25	$9M
Q3 25	$12M
Q4 25	$36M
Q1 26	$15M
Q2 26	$6M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q3 22	+10.4%	+11.9%
Q4 22	+12.5%	+10.5%
Q1 23	+7.6%	+9.7%
Q2 23	+2.6%	-0.5%
Q3 23	+7.3%	+5.5%
Q4 23	+6.7%	+0.3%
Q1 24	+11.5%	+7.3%
Q2 24	+8.7%	+8.1%
Q3 24	+4.9%	+4.8%
Q4 24	+5.7%	+8.5%
Q1 25	-0.6%	+0.5%
Q2 25	+13.1%	+7.6%
Q3 25	+4.9%	+3.0%
Q4 25	+6.2%	+4.3%
Q1 26	+11.7%	+8.7%
Q2 26	+7.8%	+9.2%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q3 22	$19M	1.2%
Q4 22	$14M	0.8%
Q1 23	$16M	1.2%
Q2 23	$21M	1.6%
Q3 23	$21M	1.3%
Q4 23	$16M	0.9%
Q1 24	$16M	1.1%
Q2 24	$21M	1.5%
Q3 24	$20M	1.2%
Q4 24	$14M	0.7%
Q1 25	$15M	1.0%
Q2 25	$22M	1.4%
Q3 25	$21M	1.1%
Q4 25	$16M	0.8%
Q1 26	$16M	1.0%
Q2 26	$20M	1.2%

OpEx Breakdown

Quarter	SG&A
Q3 22	$210M
Q4 22	$234M
Q1 23	$205M
Q2 23	$197M
Q3 23	$221M
Q4 23	$226M
Q1 24	$207M
Q2 24	$223M
Q3 24	$235M
Q4 24	$250M
Q1 25	$213M
Q2 25	$233M
Q3 25	$231M
Q4 25	$271M
Q1 26	$234M
Q2 26	$265M

Revenue Segments

Quarter	Distribution Revenue	Event-Driven Revenue	Recurring Fee Revenue
Q3 22	$472M	$59M	$1.0B
Q1 23	$415M	$63M	$806M
Q2 23	$415M	$38M	$840M
Q3 23	$512M	$52M	$1.1B
Q1 24	$473M	$87M	$871M
Q2 24	$451M	$55M	$899M
Q3 24	$533M	$67M	$1.1B
Q1 25	$460M	$63M	$900M
Q2 25	$485M	$125M	$980M
Q3 25	$555M	$53M	$1.2B
Q4 25	$563M	$79M	$1.4B
Q1 26	$498M	$114M	$978M
Q2 26	$553M	$91M	$1.1B

War Chest

Quarter	Cash	Short-term Investments	Total
Q3 22	$277M	$0	$277M
Q4 22	$225M	$0	$225M
Q1 23	$227M	$0	$227M
Q2 23	$280M	$0	$280M
Q3 23	$332M	$0	$332M
Q4 23	$252M	$0	$252M
Q1 24	$234M	$0	$234M
Q2 24	$277M	$0	$277M
Q3 24	$236M	$800.0K	$236M
Q4 24	$304M	$800.0K	$305M
Q1 25	$293M	$0	$293M
Q2 25	$290M	$700.0K	$291M
Q3 25	$290M	$0	$290M
Q4 25	$562M	$0	$562M
Q1 26	$291M	$800.0K	$292M
Q2 26	$371M	$800.0K	$372M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q3 22	119M	-0.1%	+0.5%
Q4 22	119M	-0.1%	+0.3%
Q1 23	119M	+0.3%	+0.5%
Q2 23	119M	0.0%	+0.2%
Q3 23	119M	+0.2%	+0.4%
Q4 23	119M	0.0%	+0.5%
Q1 24	119M	+0.1%	+0.3%
Q2 24	119M	-0.1%	+0.2%
Q3 24	119M	+0.3%	+0.3%
Q4 24	119M	-0.6%	-0.3%
Q1 25	118M	-0.5%	-0.9%
Q2 25	118M	+0.2%	-0.7%
Q3 25	119M	+0.2%	-0.8%
Q4 25	118M	-0.2%	-0.3%
Q1 26	118M	-0.3%	-0.1%
Q2 26	118M	-0.3%	-0.5%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q3 22	$111.9K	14K
Q4 22	$6M	280
Q1 23	$5M	280
Q2 23	$5M	280
Q3 23	$6M	280
Q4 23	$7M	280
Q1 24	$5M	280
Q2 24	$5M	280
Q3 24	$6M	280
Q4 24	$133.2K	15K
Q1 25	$97.5K	15K
Q2 25	$108.8K	15K
Q3 25	$124.1K	15K
Q4 25	$137.7K	15K
Q1 26	$106.0K	15K
Q2 26	$114.3K	15K

Revenue / Employee