BROADRIDGE FINANCIAL SOLUTIONS, INC. — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 38/100
What the filing says
Broadridge reported Q1 FY27 (ended September 30, 2026) recurring revenues of $1,083M (+11% constant currency), total revenues $1,669M (+5%), and Adjusted EPS of $1.56 (+3%). Closed sales grew 10% to $36M. The company repurchased $200M in shares and paid $111M in dividends. Full-year FY27 guidance reaffirmed: 6–8% recurring revenue growth, 8–12% Adjusted EPS growth, $290–330M closed sales, 100%+ free cash flow conversion.
Why this rating
Solid operational quarter with 11% organic recurring revenue growth and cost discipline; reaffirmed guidance signals confidence. However, GAAP EPS down 41% YoY due to $40M digital asset loss; operating margins compressed 200 bps. Event-driven revenues fell 41%. At $25.9B market cap, Q1 results are routine earnings delivery—no material M&A, no guidance change, no crisis. Positive momentum offset by margin pressure and non-recurring items.
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