earnings
confidence high
sentiment positive
materiality 0.65
Broadridge Q3 recurring rev +8% cc, adj EPS +9%; reaffirms FY guide, narrows closed sales range
BROADRIDGE FINANCIAL SOLUTIONS, INC.
2025-Q3 EPS
reported $3.93
vs consensus $1.28
▲ beat
(+208.0%)
- Q3 recurring revenue $1,204M (+7% reported, +8% cc); diluted EPS $2.05 (+15%), adj EPS $2.44 (+9%).
- ICS recurring revenue +6% cc; GTO +11% cc (6pts from SIS acquisition, 5pts organic).
- Total revenue $1,812M (+5%); operating margin 19.0% vs 17.5% a year ago.
- FY25 guidance reaffirmed: recurring rev growth 6-8% cc, adj EPS growth middle of 8-12%.
- Closed sales guidance narrowed to $240–300M from prior $290–330M.