BRBroadridge Financial Solutions
The financials
Broadridge Financial Solutions by the numbers
Broadridge Financial Solutions (BR) reported revenue of $1.67B in fiscal Q1 2027 (quarter ended Sep 30, 2026), up 5.0% from the same quarter a year earlier. That came with a gross margin of 26% and net income of $95M (5.7% of revenue). For the full year FY2026, revenue was $7.48B (+8.5% year on year) and net income $1.12B. Its largest product in fiscal Q4 2026 (quarter ended Jun 30, 2026) was Recurring Fee Revenue Regulatory at $590M, 30% of the disclosed total, just ahead of Recurring Fee Revenue Global Technology And Operations at 25%. The next results filing is expected around Feb 2, 2027, the same week as a year ago.
| Income statement | Q1 2027 | Q1 2026 | Change |
|---|---|---|---|
| Revenue | $1.67B | $1.59B | +5.0% |
| Gross profit | $428M | $423M | +1.4% |
| Operating income | $174M | $189M | −8.1% |
| Net income | $95M | $165M | −43% |
| Diluted EPS | $0.83 | $1.40 | −41% |
| Product | Revenue | Share |
|---|---|---|
| Recurring Fee Revenue Regulatory | $590M | 30% |
| Recurring Fee Revenue Global Technology And Operations | $488M | 25% |
| Recurring Fee Revenue Wealth And Investment Management | $181M | 9.3% |
| Recurring Fee Revenue Customer Communications | $177M | 9.2% |
| Recurring Fee Revenue Issuer | $158M | 8.2% |
| Recurring Fee Revenue Data Driven Fund Solutions | $130M | 6.7% |
| Event Driven Revenue Investor Communication Solutions | $71M | 3.7% |
| Event Driven | $71M | 3.7% |
| Event Driven Revenue Equity And Other | $40M | 2.1% |
| Event Driven Revenue Mutual Funds | $31M | 1.6% |
Over its last three fiscal years Broadridge Financial Solutions booked income tax of 21.3% of its pretax profit, close to the 21.3% median for US companies in our tax study.
Business segments
Revenue split by product segment, from SEC XBRL filings.
- Recurring Fee Revenue Regulatory$589.6M$589.6Mvs last quarter +48%vs a year ago +14%+48%+14%
- Recurring Fee Revenue Global Technology And Operations$487.6M$487.6Mvs last quarter -0.14%vs a year ago +4.9%-0.14%+4.9%
- Recurring Fee Revenue Wealth And Investment Management$180.5M$180.5Mvs last quarter -6.4%vs a year ago +0.67%-6.4%+0.67%
- Recurring Fee Revenue Customer Communications$177.2M$177.2Mvs last quarter -15%vs a year ago +0.74%-15%+0.74%
- Recurring Fee Revenue Issuer$157.9M$157.9Mvs last quarter +142%vs a year ago +8.3%+142%+8.3%
- Recurring Fee Revenue Data Driven Fund Solutions$130.1M$130.1Mvs last quarter +3.5%vs a year ago +6.7%+3.5%+6.7%
- Event Driven Revenue Investor Communication Solutions$71.0M$71.0Mvs last quarter -2.3%vs a year ago -10%-2.3%-10%
- Event Driven$71.0M$71.0Mvs last quarter -2.3%vs a year ago -10%-2.3%-10%
- Event Driven Revenue Equity And Other$40.1M$40.1Mvs last quarter -0.25%vs a year ago +4.4%-0.25%+4.4%
- Event Driven Revenue Mutual Funds$31.0M$31.0Mvs last quarter -4.3%vs a year ago -24%-4.3%-24%
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