NYSE$BR

Broadridge Financial Solutions · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Broadridge's financial performance during the third quarter of fiscal year 2020 demonstrated the resilience of its business model, with recurring revenues rising and adjusted EPS increasing despite lower event-driven activity and a proxy timing shift.

Broadridge reported a 2% increase in total revenues to $1,250 million. Recurring fee revenues increased by 9%, while adjusted EPS rose by 5%. The company's updated guidance reflects strong second-half organic growth and the impact of Covid-19.

  • Total revenues increased by 2% to $1,250 million.
  • Recurring fee revenues increased by 9% to $835 million.
  • Adjusted EPS increased by 5% to $1.67.
  • Closed sales rose 20% to $44 million.

Headline financials

Total Revenue

$1.25B

Previous: $1.22B+2.0%
EPS (adj)

$1.67

Previous: $1.59+5.0%
Internal trade growth

28.0%

Previous: -6.0%+566.7%
Closed sales

$44.4M

Previous: $36.9M+20.3%
Capital Expenditures

-$48.5M

Previous: -$30.9M-57.0%
Free Cash Flow

$118M

Previous: $141M-16.3%
Net Income

$167M

Previous: $172M-3.1%
Operating Income

$226M

Previous: $234M-3.1%
Gross Profit

$377M

Previous: $378M-0.0%
Cash & Equivalents

$402M

Previous: $292M+37.7%
Total Assets

$4.91B

Previous: $3.6B+36.4%

Revenue & EPS history

Broadridge · Revenue · Quarterly

$1.25B

Q3 2020+2%vs Q3 2019
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Broadridge · $1.29B total across 2 segments · Q3 2020

  • Investor Comms Solutions
    $980M
  • Global Tech & Ops
    $306M

Forward guidance

Broadridge updated its financial guidance for fiscal year 2020, reflecting expectations for recurring revenue growth and adjusted EPS growth.

Tailwinds

  • Recurring fee revenue growth is expected to be in the range of 8-10%.
  • Adjusted Operating income margin - Non-GAAP is expected to be approximately 18%.
  • Adjusted earnings per share growth - Non-GAAP is expected to be in the range of 5-7%.
  • Total revenue growth is expected to be at the low end of the 3-6% range.
  • Operating income margin - GAAP is expected to be approximately 14%.

Headwinds

  • Diluted earnings per share growth is reduced from (4) – 0% to (7) – (3)%.
  • Adjusted earnings per share growth - Non-GAAP is reduced from the low end of 8 – 12% to 5 – 7%.
  • Lower event-driven activity.
  • Shift of proxy communications into the fourth quarter as a result of Covid-19 impacted internal growth negatively.
  • Expenditures to implement and support new business.

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 Q3 2020

Historical avgQ3 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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