NYSE$BR

Broadridge Financial Solutions · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Broadridge experienced a mixed quarter with recurring revenues rising and event-driven activity declining.

Broadridge's second quarter saw a 2% increase in total revenues, driven by a 7% rise in recurring fee revenues. However, a 36% decline in event-driven fee revenues led to a decrease in operating income and adjusted EPS. The company reaffirms its fiscal year 2020 revenue and closed sales guidance, with adjusted EPS expected to be at the low end of the range.

  • Recurring fee revenues increased by 7% to $648 million.
  • Event-driven fee revenues decreased by 36% due to lower mutual fund proxy activity.
  • Closed sales were $45 million compared to $106 million in the prior year period.
  • Broadridge reaffirms fiscal year 2020 revenue and closed sales guidance with adjusted EPS at the low end of the range.

Headline financials

Total Revenue

$969M

Previous: $953M+1.6%
EPS (adj)

$0.53

Previous: $0.56-5.4%
Internal trade growth

-16.0%

Previous: 16.0%-200.0%
Capital Expenditures

-$31.6M

Previous: -$21M-50.5%
Free Cash Flow

-$21.5M

Previous: $28.9M-174.4%
Net Income

$10.1M

Previous: $49.9M-79.8%
Operating Income

$26.8M

Previous: $78.2M-65.7%
Gross Profit

$188M

Previous: $219M-14.4%
Cash & Equivalents

$234M

Previous: $250M-6.3%
Total Assets

$4.38B

Previous: $3.36B+30.6%

Revenue & EPS history

Broadridge · Revenue · Quarterly

$969M

Q2 2020+1.6%vs Q2 2019
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Broadridge · $997M total across 2 segments · Q2 2020

  • Investor Comms Solutions
    $716M
  • Global Tech & Ops
    $281M

Forward guidance

Broadridge reaffirms fiscal year 2020 revenue and closed sales guidance, with adjusted EPS expected to be at the low end of the range.

Tailwinds

  • Recurring fee revenue growth of 8-10%.
  • Total revenue growth of 3-6%.
  • Adjusted Operating income margin ~18%.
  • Adjusted earnings per share growth of 8-12% (expected to be at low end of range).
  • Closed sales of $190-230M.

Headwinds

  • GAAP Operating income margin ~14% (reduced from ~15%).
  • Diluted earnings per share growth (4)-0% (reduced from 5-9%).
  • Decrease in event-driven fee revenues.
  • Higher acquisition amortization expense.
  • Charges associated with the IBM Private Cloud Agreement.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2020

Historical avgQ2 2020

-0.4%

Avg return

Earnings day

-0.0%

Avg return

5 days after

+1.8%

Avg return

30 days after

49%

33 / 67 earnings

Positive

+11.4%

Q4 2018

Best reaction

-10.5%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-4.1%-5.4%-4.5%
Q2 2026-6.0%-8.3%-3.8%
Q1 2026+0.7%+0.2%+4.4%
Q3 2025-5.9%-3.6%+0.2%
Q2 2025-0.4%+0.4%+0.9%
Q1 2025+4.7%+7.4%+12.5%
Q4 2024+1.6%+2.9%+1.1%
Q3 2024-4.1%-1.8%-1.6%
Q2 2024-1.2%-2.6%-0.2%
Q1 2024+3.9%+3.7%+14.6%
Q4 2023+7.5%+9.5%+12.6%
Q3 2023+7.6%+6.0%+3.3%
Q2 2023+0.1%-1.8%-6.0%
Q1 2023-10.5%-9.4%-0.4%
Q4 2022+5.0%+4.7%+1.6%
Q3 2022+4.3%-1.0%+3.1%
Q2 2022-3.1%-5.9%-8.1%
Q1 2022-4.2%-2.1%-4.6%
Q4 2021+1.3%+2.7%-1.3%
Q3 2021+3.2%+2.6%-0.9%
Q2 2021-1.0%-1.3%-4.7%
Q1 2021+1.9%+4.9%+6.7%
Q4 2020+1.8%+1.7%-2.0%
Q3 2020+2.2%-2.2%+8.6%
Q2 2020-10.1%-6.8%-19.4%
Q1 2020-2.4%-3.9%-0.3%
Q4 2019+0.5%-3.2%+1.8%
Q3 2019-1.9%+1.0%+8.7%
Q2 2019-5.8%-4.0%-4.4%
Q1 2019-6.8%-8.0%-13.6%
Q4 2018+11.4%+11.3%+17.9%
Q3 2018+5.0%+8.4%+9.5%
Q2 2018+0.6%+4.2%+18.2%
Q1 2018+0.5%+0.2%+2.5%
Q4 2017-0.5%+1.9%+5.9%
Q3 2017+3.6%+5.4%+8.6%
Q2 2017-1.9%-0.9%+0.0%
Q1 2017-7.6%-7.8%+0.1%
Q4 2016+1.5%-0.0%+3.7%
Q3 2016+1.1%
Q2 2016-2.8%
Q1 2016-3.0%
Q4 2015+5.6%
Q3 2015-5.3%
Q2 2015+4.0%
Q1 2015+0.0%
Q4 2014+2.0%
Q3 2014-0.3%
Q2 2014+4.6%
Q1 2014+4.6%
Q4 2013+7.8%
Q3 2013+3.4%
Q2 2013-6.7%
Q1 2013-5.3%
Q4 2012+3.9%
Q3 2012-3.6%
Q2 2012-1.4%
Q1 2012+1.8%
Q4 2009+1.9%
Q4 2011+1.9%
Q3 2010-3.6%
Q3 2011-3.6%
Q2 2010-6.9%
Q2 2011-6.9%
Q4 2010-2.8%
Q1 2010-2.8%
Q1 2011-2.8%

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