Broadridge Financial Solutions (BR) Earnings: Q1 Fiscal 2027 Results and Next Report Date

The quarter ended September 30, 2026 and Broadridge published the results on November 3, 2026. Revenue and diluted EPS are shown against Q1 fiscal 2026, the same quarter a year earlier, which takes seasonal swings out of the comparison. Broadridge reports EPS two ways: GAAP, under the accounting rules every US filer follows, and Adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Broadridge's fiscal year ends June 30, so Q1 fiscal 2027 is the quarter ended September 30, 2026.
• GAAP results include non-cash losses on digital assets of $40 million, against a gain of $46 million a year earlier. Broadridge excludes these from its adjusted measures and from its guidance.

Source: Broadridge Q1 fiscal 2027 results, November 3, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Broadridge splits revenue in its own release, under its own labels, for Q1 fiscal 2027 against Q1 fiscal 2026. Indented lines are parts of the line above them.

• Broadridge's Investor Communication Solutions revenue was $1.2 billion in Q1 fiscal 2027, up 2% from $1.1 billion in Q1 fiscal 2026, 69% of total revenue.
• Broadridge's Global Technology and Operations revenue was $516 million in Q1 fiscal 2027, up 12% from $460 million in Q1 fiscal 2026, 31% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q1 fiscal 2027 release, Broadridge said:

“Reaffirming FY'27 guidance, including 6-8% Recurring revenue growth constant currency, 8-12% Adjusted EPS growth, and Closed sales of $290-$330 million”

“Adjusted earnings per share growth guidance (Non-GAAP) is adjusted to exclude the approximately $1.60 per share impact of Amortization of Acquired Intangibles and Purchased Intellectual Property, Acquisition and Integration Costs, Restructuring and Other Related Costs, and is calculated using diluted shares outstanding.”

“Broadridge's executive leadership team will give an update on the Company's strategy and provide new three-year financial objectives.”

Source: Broadridge Q1 FY27 release, Nov 3, 2026.

This is the company's own guidance as of Nov 3, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the BR forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Total revenues and GAAP diluted EPS, each as first reported in that quarter's release. Broadridge says proxy and annual report processing makes its revenues and earnings higher in its third and fourth fiscal quarters.

Broadridge's next report is expected around February 2, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q1 fiscal 2027 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q1 fiscal 2027 (this page), reported Nov 3, 2026

Broadridge splits revenue by type. Of the $1,668.7 million total in Q1 fiscal 2027, Recurring revenues were $1,083.1 million, Event-driven revenues $67.4 million and Distribution revenues $518.2 million. Recurring revenues grew 11%, with 9 points of that from Organic growth. (Broadridge Q1 FY27 release, Nov 3, 2026)

Investor Communication Solutions (ICS) revenue was $1,153.2 million, up 2%. Its Regulatory recurring revenue rose 17% to $230.3 million, on equity revenue position growth of 11% and mutual fund/ETF position growth of 16%, and Data-driven fund solutions rose 10% to $121.6 million, helped by the Acolin and iJoin acquisitions. Event-driven revenues fell 41% because mutual fund proxy revenue dropped to $33.6 million from $89.8 million, and Distribution revenues rose 4%, mostly from postage rate increases of approximately $18 million. (Broadridge Q1 FY27 release, Nov 3, 2026)

Global Technology and Operations (GTO) is all recurring revenue: $515.5 million, up 12% (13% in constant currency, 10 points organic and 3 points from the CQG acquisition). Capital markets rose 17% to $327.2 million, including a 4 point benefit from higher software term license revenues, and Wealth and investment management rose 5% to $188.3 million. (Broadridge Q1 FY27 release, Nov 3, 2026)

ICS is the larger segment, approximately 74% of Broadridge's total revenues in fiscal 2026. The majority of Broadridge's clients operate in financial services, and its largest single client accounted for approximately 7% of consolidated revenues in fiscal 2026. Distribution cost of revenues consists primarily of postage-related expenses in ICS, so Distribution revenue moves with mailing volumes and postal rates. (Broadridge Form 10-K, fiscal 2026, Aug 4, 2026)

Broadridge's GAAP diluted EPS fell to $0.83 from $1.40, while Adjusted EPS rose 3% to $1.56. The largest adjustments per share were Gains or Losses on Digital Assets ($0.35, a $40.2 million loss against a $45.8 million gain a year earlier), amortization of acquired intangibles and purchased intellectual property ($0.34), Restructuring and Other Related Costs ($0.13) and acquisition and integration costs ($0.02), less a tax impact of $0.12. (Broadridge Q1 FY27 release, Nov 3, 2026)

The digital asset line comes from the Canton Network, where Broadridge earns Canton Coins as a Super Validator and Validator. It held 1.5 billion coins with a fair value of $185.0 million at September 30, 2026, against $216.1 million at June 30, 2026. The $15.2 million of restructuring costs was severance for workforce actions that Broadridge says result in part from its AI and productivity initiatives. (Broadridge Form 10-Q, Q1 FY27, Nov 3, 2026; Broadridge Q1 FY27 release, Nov 3, 2026)

The effective tax rate fell to 13.6% from 22.4% on larger discrete tax benefits. Diluted shares were 114.3 million against 118.0 million a year earlier. Broadridge repurchased 1,137,696 shares at an average price of $175.81 in the quarter, about $200 million, paid $111 million in dividends and had $1.3 billion left under its 2026 Share Repurchase Program. (Broadridge Q1 FY27 release, Nov 3, 2026; Broadridge Form 10-Q, Q1 FY27, Nov 3, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Broadridge publishes full-year guidance in its release and left every line unchanged in Q1 fiscal 2027: Recurring revenue growth in constant currency of 6 - 8%, Adjusted Operating income margin of ~21%, Adjusted EPS growth of 8 - 12%, Free cash flow conversion of 100%+ and Closed sales of $290 - $330 million. On a GAAP basis it expects an operating income margin of ~19% and diluted EPS down 4% to 8%. (Broadridge Q1 FY27 release, Nov 3, 2026)

Broadridge excludes digital asset gains and losses from its guidance because they cannot be forecast. It will host an Investor Day on December 8, 2026 in New York City, where it plans to give new three-year financial objectives. (Broadridge Q1 FY27 release, Nov 3, 2026)

A consensus figure is the average of the models published by the analysts who cover Broadridge, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Broadridge's own release and filings put weight on for Q1 fiscal 2027, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning BR is on is BR a buy or a sell?, what analysts expect next is on the BR forecast, and what the company does is on the Broadridge Financial Solutions (BR) stock page.

Every number on this page can be traced to a document Broadridge published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.