For the quarter ended December 2025, Broadridge Financial Solutions (BR) reported revenue of $1.71 billion, up 7.9% over the same period last year. EPS came in at $1.59, compared to $1.56 in the year-ago quarter.
The reported revenue represents a surprise of +7.57% over the Zacks Consensus Estimate of $1.59 billion. With the consensus EPS estimate being $1.34, the EPS surprise was +19.1%.
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- Global Technology and Operations: $480.6 million versus $464.21 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9.2% change.
- Revenues- Investor Communication Solutions- Total ICS Recurring revenues: $589.5 million versus the four-analyst average estimate of $567.08 million. The reported number represents a year-over-year change of +9.1%.
- Revenues- Investor Communication Solutions- ICS Event-driven revenues- Equity and other: $39.2 million versus the four-analyst average estimate of $23.71 million. The reported number represents a year-over-year change of +59.4%.
- Revenues- Investor Communication Solutions- ICS Event-driven revenues- Mutual funds: $51.4 million versus the four-analyst average estimate of $43.25 million. The reported number represents a year-over-year change of -48.6%.
- Revenues- Investor Communication Solutions- Total ICS Event-driven revenues: $90.6 million compared to the $66.96 million average estimate based on four analysts. The reported number represents a change of -27.3% year over year.
- Revenues- Investor Communication Solutions- Distribution revenues: $553.2 million versus $495.23 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.2% change.
- Revenues- Investor Communication Solutions: $1.23 billion compared to the $1.13 billion average estimate based on four analysts. The reported number represents a change of +7.3% year over year.
- Revenues- Investor Communication Solutions- ICS Recurring revenues- Data-driven fund solutions: $112.7 million versus the four-analyst average estimate of $116.79 million. The reported number represents a year-over-year change of -1.6%.
- Revenues- Investor Communication Solutions- ICS Recurring revenues- Issuer: $38.9 million compared to the $37.86 million average estimate based on four analysts. The reported number represents a change of +8.1% year over year.
- Revenues- Investor Communication Solutions- ICS Recurring revenues- Customer communications: $189.2 million versus the four-analyst average estimate of $189.66 million. The reported number represents a year-over-year change of +5.6%.
- Revenues- Global Technology and Operations- GTO Recurring revenues- Capital markets: $300.9 million compared to the $293.22 million average estimate based on four analysts. The reported number represents a change of +7.7% year over year.
- Revenues- Global Technology and Operations- GTO Recurring revenues- Wealth and investment management: $179.7 million versus the four-analyst average estimate of $170.75 million. The reported number represents a year-over-year change of +11.9%.
View all Key Company Metrics for Broadridge Financial here>>>
Shares of Broadridge Financial have returned -11% over the past month versus the Zacks S&P 500 composite's +1.8% 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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