Broadridge's Q4 Earnings and Revenues Outpace Estimates

Core Insights - Broadridge Financial Solutions, Inc. (BR) reported strong fourth-quarter fiscal 2025 results, with earnings and revenues exceeding the Zacks Consensus Estimate [1][7] - Adjusted earnings per share (EPS) were $3.55, surpassing the consensus by 1.14% and increasing 1.43% year-over-year [1][7] - Total revenues reached $2.07 billion, exceeding the consensus by 0.6% and growing 6.2% year-over-year [1][7] Revenue Breakdown - Recurring revenues amounted to $1.42 billion, reflecting a 7% year-over-year increase on both reported and constant-currency bases [2] - The Investor Communication Solutions segment generated revenues of $1.6 billion, up 5% from the previous year, exceeding estimates [4] - The Global Technology and Operations segment reported revenues of $465 million, a 12% year-over-year increase, also beating estimates [4] Profitability Metrics - Adjusted operating income was $558 million, remaining flat year-over-year, with an adjusted operating income margin of 27%, up 180 basis points year-over-year [5] - The company ended the quarter with cash and cash equivalents of $561.5 million, an increase from $304.4 million in the previous quarter [5] Cash Flow and Capital Expenditures - Broadridge generated $1.2 million in cash from operating activities, with capital expenditures (capex) of $43.8 million during the quarter [6] - The company paid out $402.3 million in dividends [6] Future Guidance - For fiscal 2025, Broadridge expects recurring revenue growth of 5-7% and adjusted EPS growth of 8-12% [8] - The adjusted operating income margin is projected to be around 20%-21% [8]