Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Puneet Jain | JPMorgan | 14 questions · 7% challenging |
| Patrick O'Shaughnessy | Raymond James | 12 questions · 33% challenging |
| Mike Infante | Morgan Stanley | 12 questions · 25% challenging |
| Scott Wurtzel | Wolfe Research | 11 questions · 9% challenging |
| Kyle Peterson | Needham | 10 questions · 0% challenging |
| Dan Perlin | RBC Capital Markets | 9 questions · 11% challenging |
| Peter Heckmann | D.A. Davidson | 6 questions · 0% challenging |
| James Faucette | Morgan Stanley | 4 questions · 25% challenging |
| Alex Kramm | UBS | 4 questions · 50% challenging |
| Matthew Roswell | RBC Capital Markets | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 2 analysts | 16 questions · 25% challenging |
| JPMorgan | 1 analyst | 14 questions · 7% challenging |
| Raymond James | 1 analyst | 12 questions · 33% challenging |
| Wolfe Research | 1 analyst | 11 questions · 9% challenging |
| RBC Capital Markets | 2 analysts | 11 questions · 9% challenging |
| Needham | 1 analyst | 10 questions · 0% challenging |
| D.A. Davidson | 1 analyst | 6 questions · 0% challenging |
| UBS | 1 analyst | 4 questions · 50% challenging |
No 8-K events recorded for this window.
Broadridge delivered a record event-driven revenue quarter in Q2 FY2025, boosting earnings as revenue surged 13.1% and EPS rose 103.4%. Equity position growth accelerated to 11%, organic recurring revenue grew 7%, and AOI margin expanded 420 basis points. SIS integration was progressing well in Canada and AI investment across 50+ projects was in early stages. All guidance was reaffirmed at 6-8% recurring revenue growth and 8-12% adjusted EPS growth.
Revenue Growth | Innovation & R&D | Guidance Reliability | Demand | Regulation Policy | Competitive Dynamics | Margin | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 3 | 1 | 2 | 2 | 1 | 1 | 1 | 1 |
| 2025Q2 | 4 | 2 | 3 | 2 | 2 | 1 | 1 | |
| 2025Q3 | 5 | 1 | 2 | 3 | 2 | 1 | 1 | 1 |
| 2025Q4 | 4 | 3 | 4 | 1 | 3 | 1 | 2 | 1 |
| 2026Q1 | 5 | 4 | 3 | 3 | 2 | 1 | 1 | |
| 2026Q2 | 3 | 5 | 2 | 2 | 1 | 3 | 1 | |
| 2026Q3 | 2 | 3 | 2 | 3 | 2 | 2 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 3 | 4 | 5 | 4 | 5 | 3 | 2 |
| Innovation & R&D | 1 | 2 | 1 | 3 | 4 | 5 | 3 |
| Guidance Reliability | 2 | 3 | 2 | 4 | 3 | 2 | 2 |
| Demand | 2 | 2 | 3 | 1 | 3 | 2 | 3 |
| Regulation Policy | 1 | 2 | 2 | 3 | 2 | 1 | |
| Competitive Dynamics | 1 | 1 | 1 | 3 | 2 | ||
| Margin | 1 | 1 | 1 | 2 | 1 | 2 | |
| Capital Allocation | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
Calendar quarter Q4 2024Earnings call Jan 31, 2025
FY2025 Q2 in brief
Broadridge delivered a record event-driven revenue quarter in Q2 FY2025, boosting earnings as revenue surged 13.1% and EPS rose 103.4%.
Newest quarter FY2026 Q4 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Broadridge Financial Solutions (BR), FY2025 Q2: 8/10. Scores: Broadridge Financial Solutions’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: BR daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +13.1% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $1.42B | -0.6% | $0.68 | -10.5% | 24.5% | 9.4% | 5.6% | $-133M |
| FY2025 Q2Selected | $1.59B | +13.1% | $1.20 | +103.4% | 27.9% | 13.3% | 9.0% | $228M |
| FY2025 Q3 | $1.81B | +4.9% | $2.05 | +14.5% | 31.8% | 19.0% | 13.4% | $349M |
| FY2025 Q4 | $2.07B | +6.2% | $3.16 | +16.2% | 37.3% | 24.1% | 18.1% | $663M |
| FY2026 Q1 | $1.59B | +11.7% | $1.40 | +105.9% | 26.6% | 11.9% | 10.4% | $27M |
| FY2026 Q2 | $1.71B | +7.8% | $2.42 | +101.7% | 27.6% | 12.2% | 16.6% | $319M |
| FY2026 Q3 | $1.95B | +7.8% | $2.36 | +15.1% | 32.1% | 18.4% | 14.1% | $288M |
| FY2026 Q4 | $2.22B | +7.6% | $3.44 | +8.9% | 38.4% | 24.6% | 17.9% | $679M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What BR and other companies said about each other on FY2025 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I will remind you that last quarter, we benefited from the Disney proxy contest in the third quarter, which presents a headwind to growth in the third quarter this year.”
Disney's prior-year proxy contest drove elevated event-driven revenue for Broadridge, creating a tough year-over-year comparison for the current fiscal third quarter.
“It’s been very gratifying to onboard the SIS associates to see their knowledge and passion for what they’re doing, but also their excitement about now working with Broadridge associates who have passion around those same topics because they were a bit isolated before as part of Kyndryl.”
Broadridge acquired SIS, a Canadian wealth back-office business that had been part of Kyndryl, extending Broadridge's Canadian wealth management platform.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BR Broadridge Financial Solutions | 8 | +13.1% | |
| ACN Accenture | 8 | +9.0% | |
| APLD Applied Digital Corp. | 8 | +51.3% | |
| BBAI BigBear.ai Holdings, Inc. | · | n/a | |
| CDW CDW | 6 | +3.3% | |
| CTSH Cognizant | 7 | +6.8% | |
| EPAM EPAM Systems | 7 | +7.9% | |
| FIS Fidelity National Information Services | 8 | +3.5% | |
| FISV Fiserv, Inc. | 8 | +6.8% | |
| IBM International Business Machines Corporation | 6 | +1.0% | |
| IREN IREN Limited | 9 | +176.2% | |
| IT Gartner | 8 | +8.1% | |
| JKHY Jack Henry & Associates | 6 | +5.2% | |
| LDOS Leidos | 9 | +9.7% |