BR · Broadridge Financial Solutions, Inc. - Financials
Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.
Income Statement
| Line item | Q3 '26 | Q2 '26 | Q1 '26 | Q2 '25 | Q3 '25 | Q1 '25 | Q2 '24 | Q3 '24 | Q1 '24 | Q2 '23 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.95B | $1.71B | $1.59B | $1.59B | $1.81B | $1.42B | $1.41B | $1.73B | $1.43B | $1.29B |
| Cost of Revenue | $1.33B | $1.24B | $1.17B | $1.15B | $1.24B | $1.07B | $1.06B | $1.19B | $1.08B | $988.20M |
| Gross Profit | $626.90M | $473.60M | $422.60M | $443.40M | $575.80M | $347.90M | $347.80M | $539.20M | $355.80M | $304.70M |
| R&D | - | - | - | - | - | - | - | - | - | - |
| SG&A | $267.40M | $267.50M | $233.90M | $232.80M | $230.90M | $213.40M | $223.40M | $236.20M | $207.30M | $196.80M |
| Total Operating Expenses | $1.59B | $1.51B | $1.40B | $1.38B | $1.47B | $1.29B | $1.28B | $1.42B | $1.28B | $1.19B |
| D&A | - | - | - | - | - | - | - | - | - | - |
| Operating Income | $359.50M | $206.00M | $188.80M | $210.70M | $344.90M | $134.40M | $124.40M | $302.90M | $148.40M | $107.90M |
| Interest Expense | $27.30M | $27.70M | $27.90M | $36.60M | $33.50M | $35.90M | $40.00M | $38.20M | $36.40M | $36.30M |
| Income Tax | $64.30M | $85.70M | $47.70M | $33.60M | $67.80M | $20.50M | $17.40M | $52.90M | $22.00M | $14.40M |
| Net Income | $276.30M | $284.60M | $165.40M | $142.40M | $243.10M | $79.80M | $70.30M | $213.70M | $90.90M | $57.50M |
| EPS - Basic | $2.38 | $2.44 | $1.41 | $1.22 | $2.07 | $0.68 | $0.60 | $1.81 | $0.77 | $0.49 |
| EPS - Diluted | $2.36 | $2.42 | $1.40 | $1.20 | $2.05 | $0.68 | $0.59 | $1.79 | $0.76 | $0.48 |
Balance Sheet
| Line item | Q3 '26 | Q2 '26 | Q1 '26 | Q2 '25 | Q3 '25 | Q1 '25 | Q2 '24 | Q3 '24 | Q1 '24 | Q2 '23 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $304.80M | $370.70M | $290.70M | $561.50M | $317.20M | $292.80M | $304.40M | $235.60M | $234.00M | $252.30M |
| Accounts Receivable | - | - | - | - | - | - | - | - | - | - |
| Inventory | - | - | - | $32.10M | - | - | $30.50M | - | - | $34.10M |
| Accounts Payable | $235.90M | $194.40M | $152.70M | $220.30M | $206.60M | $168.00M | $314.00M | $158.10M | $143.20M | $157.30M |
| Current Assets | $1.80B | $1.69B | $1.46B | $1.82B | $1.67B | $1.35B | $1.54B | $1.57B | $1.33B | $1.39B |
| Total Assets | $8.78B | $8.64B | $8.30B | $8.54B | $8.30B | $8.02B | $8.24B | $8.22B | $8.07B | $8.23B |
| Current Liabilities | $1.91B | $1.74B | $1.57B | $1.86B | $1.26B | $972.40M | $1.42B | $1.12B | $924.00M | $2.40B |
| Long-term Debt | $2.73B | $2.67B | $2.78B | $2.75B | $3.43B | $3.59B | $3.36B | $3.51B | $3.68B | $2.23B |
| Total Liabilities | $5.96B | $5.76B | $5.67B | $5.89B | $5.92B | $5.81B | $6.07B | $5.95B | $5.96B | $5.99B |
| Stockholders' Equity | $2.82B | $2.88B | $2.64B | $2.66B | $2.38B | $2.21B | $2.17B | $2.27B | $2.11B | $2.24B |
| Retained Earnings | $4.27B | $4.10B | $3.93B | $3.86B | $3.59B | $3.41B | $3.44B | $3.21B | $3.11B | $3.11B |
Cash Flow
| Line item | Q3 '26 | Q2 '26 | Q1 '26 | Q2 '25 | Q3 '25 | Q1 '25 | Q2 '24 | Q3 '24 | Q1 '24 | Q2 '23 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | - | - | $42.30M | - | - | ($125.50M) | - | - | ($62.00M) | - |
| Investing Cash Flow | - | - | ($100.00M) | - | - | ($40.10M) | - | - | ($14.40M) | - |
| Financing Cash Flow | - | - | ($214.20M) | - | - | $151.80M | - | - | $57.30M | - |
| CapEx | - | - | $15.20M | - | - | $7.90M | - | - | $4.70M | - |
| Free Cash Flow | - | - | $27.10M | - | - | ($133.40M) | - | - | ($66.70M) | - |
Ratios
| Metric | Q3 '26 | Q2 '26 | Q1 '26 | Q2 '25 | Q3 '25 | Q1 '25 | Q2 '24 | Q3 '24 | Q1 '24 | Q2 '23 |
|---|---|---|---|---|---|---|---|---|---|---|
| Profitability | ||||||||||
| Gross margin | 32.1% | 27.6% | 26.6% | 27.9% | 31.8% | 24.5% | 24.8% | 31.2% | 24.9% | 23.6% |
| Operating margin | 18.4% | 12.0% | 11.9% | 13.3% | 19.0% | 9.4% | 8.9% | 17.5% | 10.4% | 8.3% |
| EBITDA margin | - | - | - | - | - | - | - | - | - | - |
| Net margin | 14.1% | 16.6% | 10.4% | 9.0% | 13.4% | 5.6% | 5.0% | 12.4% | 6.4% | 4.4% |
| Free cash flow margin | - | - | 1.7% | - | - | -9.4% | - | - | -4.7% | - |
| FCF / Net income | - | - | 0.16 | - | - | -1.67 | - | - | -0.73 | - |
| R&D / Revenue | - | - | - | - | - | - | - | - | - | - |
| SG&A / Revenue | 13.7% | 15.6% | 14.7% | 14.6% | 12.7% | 15.0% | 15.9% | 13.7% | 14.5% | 15.2% |
| Effective tax rate | 18.9% | 23.1% | 22.4% | 19.1% | 21.8% | 20.4% | 19.8% | 19.8% | 19.5% | 20.0% |
| Return on assets | 3.1% | 3.3% | 2.0% | 1.7% | 2.9% | 1.0% | 0.9% | 2.6% | 1.1% | 0.7% |
| Return on equity | 9.8% | 9.9% | 6.3% | 5.4% | 10.2% | 3.6% | 3.2% | 9.4% | 4.3% | 2.6% |
| Return on invested capital | 5.3% | 2.9% | 2.7% | 3.2% | 4.6% | 1.8% | 1.8% | 4.2% | 2.1% | 1.9% |
| Liquidity | ||||||||||
| Current ratio | 0.94 | 0.97 | 0.93 | 0.98 | 1.32 | 1.39 | 1.08 | 1.39 | 1.44 | 0.58 |
| Quick ratio | 0.94 | 0.97 | 0.93 | 0.96 | 1.32 | 1.39 | 1.06 | 1.39 | 1.44 | 0.57 |
| Cash ratio | 0.16 | 0.21 | 0.18 | 0.30 | 0.25 | 0.30 | 0.21 | 0.21 | 0.25 | 0.11 |
| Leverage | ||||||||||
| Debt / Equity | 0.97 | 0.93 | 1.06 | 1.04 | 1.44 | 1.63 | 1.55 | 1.55 | 1.74 | 1.00 |
| Debt / Assets | 0.31 | 0.31 | 0.34 | 0.32 | 0.41 | 0.45 | 0.41 | 0.43 | 0.46 | 0.27 |
| Debt / EBITDA | - | - | - | - | - | - | - | - | - | - |
| Interest coverage | 13.2x | 7.4x | 6.8x | 5.8x | 10.3x | 3.7x | 3.1x | 7.9x | 4.1x | 3.0x |
| Equity multiplier | 3.11 | 3.00 | 3.15 | 3.22 | 3.48 | 3.63 | 3.80 | 3.62 | 3.82 | 3.67 |
| Liabilities / Assets | 0.68 | 0.67 | 0.68 | 0.69 | 0.71 | 0.72 | 0.74 | 0.72 | 0.74 | 0.73 |
| Efficiency | ||||||||||
| Asset turnover | 0.22 | 0.20 | 0.19 | 0.19 | 0.22 | 0.18 | 0.17 | 0.21 | 0.18 | 0.16 |
| Inventory turnover | - | - | - | 35.69 | - | - | 34.66 | - | - | 28.98 |
| Days sales outstanding | - | - | - | - | - | - | - | - | - | - |
| Days inventory outstanding | - | - | - | 10d | - | - | 11d | - | - | 13d |
| Days payable outstanding | 65d | 57d | 48d | 70d | 61d | 57d | 108d | 49d | 49d | 58d |
| Cash conversion cycle | - | - | - | - | - | - | - | - | - | - |
| Valuation | ||||||||||
| P / E | 68.8x | 92.2x | 170.1x | 202.5x | 118.3x | 316.2x | 333.9x | 114.4x | 235.6x | 345.1x |
| P / B | 6.7x | 9.1x | 10.7x | 10.8x | 12.1x | 11.5x | 10.8x | 10.8x | 10.1x | 8.8x |
| P / S | 9.7x | 15.3x | 17.7x | 18.1x | 15.9x | 17.8x | 16.7x | 14.2x | 14.9x | 15.2x |
| EV / EBITDA | - | - | - | - | - | - | - | - | - | - |
| Growth | ||||||||||
| Revenue growth (YoY) | 7.8% | 7.8% | 11.7% | 13.1% | 4.9% | -0.6% | 8.7% | 4.9% | 11.5% | 2.6% |
| Revenue CAGR (3y) | 5.9% | 9.9% | 7.4% | 8.1% | 5.7% | - | 10.0% | 7.5% | 6.3% | 10.1% |
| Revenue CAGR (5y) | 7.0% | 10.2% | 5.9% | 10.4% | 7.7% | 8.4% | 8.1% | 7.1% | 8.0% | 5.0% |
| Gross profit growth (YoY) | 8.9% | 6.8% | 21.5% | 27.5% | 6.8% | -2.2% | 14.1% | 6.1% | 21.5% | 8.4% |
| Operating income growth (YoY) | 4.2% | -2.2% | 40.5% | 69.4% | 13.9% | -9.4% | 15.3% | 5.6% | 69.6% | 56.6% |
| Net income growth (YoY) | 13.7% | 99.9% | 107.3% | 102.6% | 13.8% | -12.2% | 22.3% | 7.7% | 80.4% | 21.8% |
| EPS growth (YoY) | 15.1% | 101.7% | 105.9% | 103.4% | 14.5% | -10.5% | 22.9% | 7.2% | 81.0% | 20.0% |
| EPS CAGR (3y) | 12.2% | 71.5% | 49.4% | 44.2% | 11.2% | - | 7.1% | 8.5% | 10.1% | 74.7% |
| EPS CAGR (5y) | 11.0% | 38.2% | 19.7% | 67.9% | 7.5% | 7.2% | 7.0% | 4.3% | 3.5% | -1.6% |
| FCF growth (YoY) | - | - | - | - | - | -100.0% | - | - | 68.2% | - |
| FCF CAGR (5y) | - | - | - | - | - | - | - | - | - | - |
| Book value growth (YoY) | 18.3% | 8.4% | 19.4% | 22.5% | 5.1% | 4.4% | -3.2% | 13.4% | 11.0% | 16.8% |
Sales by segment
From XBRL dimensional facts in the 10-K period ending 2025-06-30.
Business segments
$13.78B totalReportable Segments$6.89B · 50.0%
Investor Communication Solutions$5.11B · 37.1%
Global Technology And Operations$1.78B · 12.9%
Product / service
$16.54B totalRecurring Fee Revenue$4.51B · 27.2%
Recurring Fee Revenue Investor Communication Solutions$2.73B · 16.5%
Distribution Revenue$2.06B · 12.5%
Recurring Fee Revenue Global Technology And Operations$1.78B · 10.7%
Recurring Fee Revenue Regulatory$1.28B · 7.7%
Recurring Fee Revenue Capital Markets$1.12B · 6.7%
Recurring Fee Revenue Customer Communications$718.80M · 4.3%
Recurring Fee Revenue Wealth And Investment Management$660.80M · 4.0%
Recurring Fee Revenue Data Driven Fund Solutions$459.20M · 2.8%
Event Driven Revenue Investor Communication Solutions$319.30M · 1.9%
Event Driven Revenue$319.30M · 1.9%
Recurring Fee Revenue Issuer$273.20M · 1.7%
Event Driven Revenue Mutual Funds$203.80M · 1.2%
Event Driven Revenue Equity And Other$115.50M · 0.7%
Geographic
$6.89B totalUS$5.91B · 85.7%
GB$464.70M · 6.7%
CA$463.80M · 6.7%
Others$53.60M · 0.8%
Peer comparison
Same SIC group: Services-Business Services, NEC
Comparing BROADRIDGE FINANCIAL SOLUTIONS against the 5 most active filers in the same SIC group.
Dividends
$3.80/share trailing 12 months · +10.6% YoY
| Ex-date | Per share |
|---|---|
| Mar 16, 2026 | $0.9750 |
| Dec 12, 2025 | $0.9750 |
| Sep 11, 2025 | $0.9750 |
| Jun 12, 2025 | $0.8800 |
| Mar 13, 2025 | $0.8800 |
| Dec 13, 2024 | $0.8800 |
| Sep 12, 2024 | $0.8800 |
| Jun 14, 2024 | $0.8000 |
| Mar 14, 2024 | $0.8000 |
| Dec 14, 2023 | $0.8000 |
| Sep 14, 2023 | $0.8000 |
| Jun 14, 2023 | $0.7250 |
| Mar 14, 2023 | $0.7250 |
| Dec 14, 2022 | $0.7250 |
| Sep 14, 2022 | $0.7250 |
| Jun 14, 2022 | $0.6400 |
| Mar 14, 2022 | $0.6400 |
| Dec 14, 2021 | $0.6400 |
| Sep 14, 2021 | $0.6400 |
| Jun 14, 2021 | $0.5750 |
| Mar 12, 2021 | $0.5750 |
| Dec 14, 2020 | $0.5750 |
| Sep 14, 2020 | $0.5750 |
| Jun 11, 2020 | $0.5400 |