Broadridge Financial Solutions, Inc. (BR)

Broadridge Financial Solutions beat consensus on both the top and bottom line in the fourth fiscal quarter of 2026, reported on Aug. 4, with adjusted EPS of $3.82 topping the $3.76 estimate by 1.6% and revenue of about $2.2 billion coming in above the $2.17 billion consensus by 2.3%. Revenue rose 7.6% from $2.07 billion a year ago, while net income increased 6.4% to roughly $398 million from $374.2 million, and operating margin held near 25% as gross margin stayed around 38%. The company generated operating cash flow of $711.2 million, repurchased $253.0 million of stock, and paid $112.8 million in dividends. Consensus for the next period calls for EPS of $1.54 on revenue of $1.64 billion.