NYSEIndustrialsInformation Technology ServicesSnapshot 2026-07-07
Reading BR? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track BR free→Broadridge grows recurring revenue about 7% a year. Adjusted EPS rises 10% to 12% annually. The company has a strong position in shareholder communications and financial services. It maintains solid profit margins and steady cash flow.
Growth could slow below 6% revenue increase. EPS growth might fall short of 10%. Rising costs or regulatory issues could pressure margins and cash flow.
The market expects about 6% revenue growth and values the stock at a discount to peers. Our view is slightly more optimistic on growth and profitability, seeing room for recurring revenue and EPS to meet or exceed guidance.
Breaks if: Adjusted EPS growth falls below 9% YoY in FY26
Aim for adjusted EPS growth between 10% and 12% for FY 2026.
Stated in 6 of last 6 quarters. EPS increased from $1.2 in 2025-Q2 to $2.36 in 2026-Q3, showing progress towards the 10-12% growth target. The trajectory indicates delivering on the stated priority.
Breaks if: Closed sales fall below $280M in FY26
Target closed sales between $290M and $330M for FY 2026.
Breaks if: Recurring revenue growth falls below 6% YoY in FY26
Focus on achieving recurring revenue growth at or above 7% for FY 2026.
Stated in 6 of last 6 quarters. Recurring revenue grew from $1.58B in 2025-Q2 to $1.95B in 2026-Q3, indicating progress towards the 7% growth target. The trajectory shows delivering on the stated priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Adjusted earnings per share growth (Non-GAAP) 10 – 12% Raised from 9-12%.”
“increasing our Adjusted EPS growth guidance to 10% to 12%”
“8-12% Adjusted EPS growth”
“8-12% Adjusted EPS growth”
“Adjusted earnings per share growth (Non-GAAP) 8 – 12%”
“Looking ahead, our fiscal year 2026 guidance calls for continued growth, including 8-12% Adjusted EPS growth”
“Broadridge is raising its FY'26 guidance for Recurring revenue growth constant currency to At or above 7%.”
“we are raising our fiscal 2026 outlook for Recurring revenue growth constant currency to At or above 7%”
“Fiscal year 2026 guidance calls for continued growth, including 5-7% Recurring revenue growth constant currency”
“Broadridge is on track to deliver strong FY'26 results, including Recurring revenue growth constant currency at the higher end of our 5-7% guidance range”
“Reaffirming FY'25 guidance of 6-8% Recurring revenue growth constant currency”
“Looking ahead, our fiscal year 2026 guidance calls for continued growth, including 5-7% Recurring revenue growth constant currency”
