Broadridge Financial Solutions (BR) reported $1.59 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 11.7%. EPS of $1.51 for the same period compares to $1.00 a year ago.
The reported revenue represents a surprise of +3.56% over the Zacks Consensus Estimate of $1.53 billion. With the consensus EPS estimate being $1.19, the EPS surprise was +26.89%.
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- Investor Communication Solutions: $1.13 billion versus the four-analyst average estimate of $1.09 billion. The reported number represents a year-over-year change of +11.3%.
- Revenues- Global Technology and Operations: $459.5 million versus $445.45 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +12.8% change.
- Revenues- Investor Communication Solutions- ICS Event-driven revenues- Mutual funds: $89.8 million compared to the $48.53 million average estimate based on three analysts. The reported number represents a change of +114.3% year over year.
- Revenues- Investor Communication Solutions- Total ICS Event-driven revenues: $113.8 million versus $74.66 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +80.6% change.
- Revenues- Investor Communication Solutions- Distribution revenues: $498.1 million versus the three-analyst average estimate of $489.23 million. The reported number represents a year-over-year change of +8.4%.
- Revenues- Investor Communication Solutions- ICS Recurring revenues- Data-driven fund solutions: $111 million versus the three-analyst average estimate of $112.59 million. The reported number represents a year-over-year change of +2.8%.
- Revenues- Investor Communication Solutions- ICS Recurring revenues- Issuer: $32.7 million versus $33.04 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5.8% change.
- Revenues- Investor Communication Solutions- ICS Recurring revenues- Customer communications: $177.1 million versus the three-analyst average estimate of $172.55 million. The reported number represents a year-over-year change of +7.9%.
- Revenues- Global Technology and Operations- GTO Recurring revenues- Capital markets: $280.7 million compared to the $275.6 million average estimate based on three analysts. The reported number represents a change of +7.6% year over year.
- Revenues- Global Technology and Operations- GTO Recurring revenues- Wealth and investment management: $178.8 million versus $169.34 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +22.3% change.
- Revenues by Type- Recurring revenues: $977.5 million versus $970.89 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.6% change.
- Revenues- Investor Communication Solutions- ICS Event-driven revenues- Equity and other: $24 million versus the three-analyst average estimate of $26.13 million. The reported number represents a year-over-year change of +13.7%.
View all Key Company Metrics for Broadridge Financial here>>>
Shares of Broadridge Financial have returned -6% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Broadridge Financial Solutions, Inc. (BR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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