BR · 10-Q · 2026Q3

BROADRIDGE FINANCIAL SOLUTIONS, INC.

Filed 2026-11-03 · Other · View original filing on EDGAR

Everything BR's SEC filings said, ranked

Ranked Events

• AI Productivity InvestmentImportance 65 · Surprise 82
  Broadridge recorded $15.2 million of restructuring and other related costs in the three months ended September 30, 2026, representing severance for workforce actions related in part to AI and productivity initiatives.…
• Digital Asset GainsImportance 57 · Surprise 82
  Broadridge recorded $40.2 million of non-cash losses on digital assets in the three months ended September 30, 2026, versus a $45.8 million gain in the prior-year quarter. The year-over-year swing contributed to other…
• Liquidity and Debt PositionImportance 52 · Surprise 30
  At September 30, 2026, Broadridge held $284.1 million of cash and cash equivalents, down from $402.9 million at June 30, 2026, and had total stockholders’ equity of $2,614.0 million. Outstanding debt principal totaled…
• Net Income and EPS PerformanceImportance 52 · Surprise 56
  Net earnings fell 43% to $94.8 million for the three months ended September 30, 2026, compared with $165.4 million a year earlier. Diluted earnings per share declined 41% to $0.83 from $1.40, while adjusted net…
• Operating Cash Flow TrendsImportance 50 · Surprise 46
  Net cash provided by operating activities increased $50.9 million to $93.2 million in the three months ended September 30, 2026, from $42.3 million a year earlier. Free cash flow rose $63.6 million to $76.3 million,…
• Acquisitions and PartnershipsImportance 46 · Surprise 42
  Broadridge acquired four businesses for an aggregate purchase price of $282.8 million, net of cash acquired. In April 2026, it acquired Denver-based CQG, an execution management system provider to futures and options…
• Event-Driven Market ActivityImportance 46 · Surprise 56
  Consolidated event-driven revenues declined 41% year over year as lower mutual fund proxy revenues were partly offset by higher equity and other revenue. Mutual fund proxy revenues fell 74% in the quarter compared with…
• Acquisition / Partnership / DivestitureImportance 46 · Surprise 42
  Broadridge acquired CQG, a Denver-based execution management system provider for futures and options market participants, in April 2026; CQG is included in Global Technology and Operations. The Company acquired Acolin,…
• Market Demand TrendsImportance 43 · Surprise 32
  Recurring revenue grew 11% year over year overall, with 9 percentage points from organic growth. In Investor Communication Solutions (ICS), recurring revenue grew 10%; Regulatory grew 17%, supported by 11% equity…
• Income Tax Rate ChangesImportance 42 · Surprise 56
  The effective tax rate decreased to 13.6% for the three months ended September 30, 2026, from 22.4% in the same quarter of 2025. The $32.8 million reduction in income tax provision, to $14.9 million from $47.7 million,…
• Segment Revenue PerformanceImportance 42 · Surprise 40
  Investor Communication Solutions revenue increased $23.2 million to $1,153.2 million, while Global Technology and Operations revenue rose $56.0 million to $515.5 million in the quarter ended September 30, 2026.…
• Operating Income and MarginsImportance 40 · Surprise 32
  Consolidated operating income declined $15.3 million, or 8%, to $173.5 million for the three months ended September 30, 2026, and GAAP operating margin contracted to 10.4% from 11.9%. Adjusted operating income was…
• Operating Expense TrendsImportance 39 · Surprise 14
  Total operating expenses rose 7%, or $94.5 million, to $1,495.2 million in the quarter ended September 30, 2026. Cost of revenues increased $73.5 million, reflecting higher technology, labor, and distribution costs in…
• Revenue Performance and MixImportance 37 · Surprise 32
  For the three months ended September 30, 2026, revenue increased 5% year over year to $1,668.7 million from $1,589.4 million. Recurring revenue rose 11% to $1,083.1 million, including 9 percentage points of organic…
• Headcount / RestructuringImportance 36 · Surprise 82
  Restructuring and other related costs were $15.2 million in the three months ended September 30, 2026, compared with $4.4 million in the prior-year quarter. The current-period charges represent severance related to…

Revenue by Product (in millions)