Broadridge Financial Solutions, Inc. BR

Revenue Intelligence Report • 68 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

Broadridge Financial Solutions, Inc.'s latest quarterly revenue is $2.2B for the period ending 2026-06-30. The model projects $8.3B across the next four quarters (+11.6% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 1.7%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$8.34B
+11.6% YoY
SG&A Elasticity
0.91x
Training Fit
5.0% MAPE
Retrospective holdout (Q4 FY2026): The model predicted $2.26B vs the actual $2.22B — an error of 1.7%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.
Note: Broadridge Financial Solutions, Inc. does not report R&D expenses separately. The model uses the available expense measure without a separate R&D term.

Revenue Forecast

BR Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q4 FY2026
Period end 2026-06-30		 $2.26B $2.22B $1.96B–$2.61B +9.3% ✓ In range
Q1 FY2027
Period end 2026-09-30		 $1.76B $1.44B–$2.16B +11.0%
Q2 FY2027
Period end 2026-12-31		 $1.94B $1.51B–$2.48B +12.9%
Q3 FY2027
Period end 2027-03-31		 $2.16B $1.62B–$2.87B +10.3%
Q4 FY2027
Period end 2027-06-30		 $2.49B $1.80B–$3.43B +12.0%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Broadridge Financial Solutions, Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jul–Sep) 0.9872 -1.3% In line with trend 16
FQ2 (Oct–Dec) 0.9807 -1.9% In line with trend 16
FQ3 (Jan–Mar) 0.9976 -0.2% In line with trend 16
FQ4 (Apr–Jun) 1.006 +0.6% In line with trend 15

Spending and Revenue

BR Spending Timing
Reading this chart: Each line shows the cumulative revenue association with a 1% change in spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 68 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 0.898x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

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Data sourced from SEC EDGAR XBRL filings. SEC source data. Forecast model: ARDL; spending associations: ARDL (log-log) with 68 quarters. This analysis is for informational purposes only and does not constitute investment advice.

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