Loading
Sentiment · FY2026 Q4
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Puneet Jain | JPMorgan | 14 (7%) |
| Patrick O'Shaughnessy | Raymond James | 12 (33%) |
| Mike Infante | Morgan Stanley | 12 (25%) |
| Scott Wurtzel | Wolfe Research | 11 (9%) |
| Kyle Peterson | Needham | 10 (0%) |
| Dan Perlin | RBC Capital Markets | 9 (11%) |
| Peter Heckmann | D.A. Davidson | 6 (0%) |
| James Faucette | Morgan Stanley | 4 (25%) |
| Alex Kramm | UBS | 4 (50%) |
| Matthew Roswell | RBC Capital Markets | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 2 | 16 (25%) |
| JPMorgan | 1 | 14 (7%) |
| Raymond James | 1 | 12 (33%) |
| Wolfe Research | 1 |
| 11 (9%) |
| RBC Capital Markets | 2 | 11 (9%) |
| Needham | 1 | 10 (0%) |
| D.A. Davidson | 1 | 6 (0%) |
| UBS | 1 | 4 (50%) |
| 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 Q2 | $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).
Broadridge's Q3 FY2026 posted revenue up 7.8% and EPS up 15.1% as on-chain proxy voting launched for tokenized securities and DLR exceeded $350 billion daily with an expanding roadmap. Revenue and EPS guidance were raised again with double-digit EPS growth, as adjusted EPS growth guidance moved from 9-12% to 10-12%. Shareholder engagement reached 900 funds and $8 trillion in AUM. Closed sales guidance was lowered despite a record pipeline, and the CQG acquisition accelerated the futures strategy.
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 |
What BR and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Digital asset revenues from our role as Canton Network super validator were $3.5 million in the quarter.”
Broadridge earns digital asset revenue as a Canton Network super validator, contributing to capital markets growth.
“we're enabling this capability for Ondo, who is the leading provider in this space.”
Broadridge is enabling governance capabilities for Ondo in the synthetic tokenization model for global investors.
“we're going to be providing the first unchanged proxy voting in May for Galaxy, who is a leading digital asset infrastructure provider.”
Galaxy is Broadridge's first on-chain proxy voting client for natively issued tokenized securities.
“You hear NASDAQ and [ ICS ] both talking about this as they seek to serve their issuer clients.”
Broadridge frames NASDAQ as a proponent of the issuer-sponsored tokenization model, a competitive dynamic Broadridge expects to benefit from via its issuer voting position.
“We just made an investment in HQLAX to extend our relationships in Europe.”
Broadridge invested in HQLAX to extend its DLR/collateral platform relationships in Europe.
“The acquisition of Signal contributed 2 points to customer communications growth.”
Broadridge's Signal acquisition added two points of growth to its customer communications business.
“Data-driven fund solutions revenue increased 8%, driven by a combination of organic growth and the acquisition of iJoin and Acolin.”
The iJoin acquisition contributed to Broadridge's data-driven fund solutions revenue growth.
“We acquired SIS last year to deepen our relationships with key clients and accelerate the rollout of our platform.”
Broadridge's SIS acquisition is delivering organic growth in wealth management, particularly in Canada.
“we closed the acquisition of CQG, a leading provider of futures and options trading, execution management and market connectivity.”
Broadridge acquired CQG to accelerate its expansion into futures and options with execution management, algorithmic trading and analytics capabilities.
“our data-driven fund solutions business reported strong growth, driven in part by Acolin acquisition.”
Broadridge's acquisition of Acolin is driving growth in data-driven fund solutions and interest from US fund clients expanding into Europe.
“nearly 10% of Exxon's retail shareholder base enrolled in just 1 year, and 30% of responders had not voted at the prior meeting, highlighting the power of this program to engage new voters.”
Exxon is cited as a pilot client of Broadridge's standing voting instruction solution, illustrating strong retail shareholder engagement adoption.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BR Broadridge Financial Solutions | 8 | +7.8% | |
| ACN Accenture | 8 | +8.3% | |
| CDW CDW | 8 | +9.3% | |
| CTSH Cognizant | 8 | +5.8% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 7 | +30.1% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| IT Gartner | 8 | +2.0% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |