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Broadridge Financial Solutions BR Equity Method Investments

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Other financials

Income statement

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Revenue$2.0B+7.8%
Gross profit$626.9M+8.9%
Operating income$359.5M+4.2%
Net income$276.3M+13.7%
EPS (diluted)$2.36+15.1%

Balance sheet

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Cash & equivalents$304.8M-3.9%
Total debt$3.4B-17.7%
Total equity$2.8B+18.3%
Total assets$8.8B+5.8%

Cash flow

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Operating cash flow$301.1M-16.5%
CapEx$13.6M+18.3%
Free cash flow$287.5M-17.6%

Valuation

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Market cap$18.63B-40.4%
Enterprise value$21.73B-36.4%
P/E16.9×-20.3×
P/S2.5×-2.0×

Profitability

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Gross margin31.3%+0.9pp
Operating margin17.1%+0.4pp
Net margin15%+3.4pp
FCF margin18%+1.0pp

Returns & leverage

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Return on equity42.3%+8.4pp
Debt / equity1.2×-0.5×
Current ratio0.9×-0.4×

Where this comes from

Reported directly by Broadridge Financial Solutions in its filing.

Tagged under the XBRL concept us-gaap:EquitySecuritiesWithoutReadilyDeterminableFairValueAmount.

The source filing: Broadridge Financial Solutions’s 10-Q, filed April 30, 2026.

Filed
Apr 30, 2026, 11:40 AM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q1 2026
Accession
0001628280-26-028675

In addition, the Company has non-marketable securities with a carrying amount of $69.6 million and $60.5 million as of March 31, 2026 and June 30, 2025, respectively, that to the extent they have been remeasured during the period are classified as Level 2 financial assets and included as part of Other non-current assets on the Condensed Consolidated Balance Sheets.

Item 1. FINANCIAL STATEMENTS

FAQ

What is Broadridge Financial Solutions's equity method investments?
Broadridge Financial Solutions (BR) reported equity method investments of $69.6M in Q1 2026.
How has Broadridge Financial Solutions's equity method investments changed year-over-year?
Broadridge Financial Solutions's equity method investments increased by 19.0% year-over-year, from $58.5M to $69.6M.
What is the long-term trend for Broadridge Financial Solutions's equity method investments?
Over 4 years (2021 to 2025), Broadridge Financial Solutions's equity method investments has grown at a 12.7% compound annual growth rate (CAGR), from $37.5M to $60.5M.
What does equity method investments mean?
Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.

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