Filing Flows

Filing Flows › Broadridge Financial Solutions (BR) › Q4 FY26 › vs Q3 FY26

Broadridge Financial Solutions (BR) Q4 FY26 vs Q3 FY26 (quarter over quarter)

Broadridge Financial Solutions's revenue rose $266M (+14%) from $2.0B in Q3 FY26 to $2.2B in Q4 FY26. The biggest changes: Recurring revenues +$254M (+20%); Distribution revenues +$13.6M (+2%); Event-driven revenues −$1.6M (-2%). Operating margin 24.6% against 18.4% (+6.2 pts).

Broadridge Financial Solutions, Q4 FY26: revenue $2.2B (+8% year over year), operating margin 24.6%, net earnings $398M, operating cash flow $677M. The chart draws each line against Q3 FY26, the increases inside each band.

Broadridge Financial Solutions: what changed, Q4 FY26 vs Q3 FY26Broadridge Financial Solutions: what changed, Q4 FY26 vs Q3 FY26Operating cash flow$376MFree cash flow (OCF − capex)$358MRecurring revenues$254MWorking capital & other$251MOperating profit$187MPre-tax earnings$181MNet earnings$122MCosts & expenses$79.5MIncome tax$59.6MCost of revenue$40.2M

Margins

Q4 FY26Q3 FY26Change
Operating margin24.6%18.4%+6.2 pts
Net margin17.9%14.1%+3.8 pts
Free cash flow margin29.1%14.7%+14.4 pts

Every line

LineQ4 FY26Q3 FY26Change%
Recurring revenues$1.5B$1.3B$254M+20%
Distribution revenues$606M$593M$13.6M+2%
Event-driven revenues$71.1M$72.7M−$1.6M-2%
Revenue$2.2B$2.0B$266M+14%
Operating profit$546M$360M$187M+52%
Costs & expenses$1.7B$1.6B$79.5M+5%
Pre-tax earnings$522M$341M$181M+53%
Other expense, net$24.3M$18.9M$5.4M+29%
Cost of revenue$1.4B$1.3B$40.2M+3%
SG&A$307M$267M$39.3M+15%
Net earnings$398M$276M$122M+44%
Income tax$124M$64.3M$59.6M+93%
Depreciation & amortization$36.1M$35.6M$500K+1%
Share-based compensation$27.2M$24.3M$2.9M+12%
Working capital & other$216M−$35.1M$251M—
Operating cash flow$677M$301M$376M+125%
Free cash flow (OCF − capex)$645M$288M$358M+124%
Capital expenditures$32.1M$13.6M$18.5M+136%

Questions

How much did Broadridge Financial Solutions's revenue grow quarter over quarter in Q4 FY26?

Broadridge Financial Solutions's revenue rose $266M (+14%) from $2.0B in Q3 FY26 to $2.2B in Q4 FY26.

What drove Broadridge Financial Solutions's revenue change in Q4 FY26?

Recurring revenues +$254M (+20%); Distribution revenues +$13.6M (+2%); Event-driven revenues −$1.6M (-2%).

Q4 FY26 results → · Compare in the interactive Sankey →