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BR

Broadridge Financial Solutions Inc

Broadridge Financial Solutions Inc is classed by the SEC under Services-Business Services, NEC (industry code 7389), based in Lake Success, NY. In its latest annual figures on file, for the fiscal year ended 2025-06-30, it reported revenue of $6.9 billion and a profit of $840 million (its filed statements).

Marketplace business Services-Business Services, NEC Lake Success, NY filings since 2006 9 of 9 filed
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Sector peers: PAYOLYFTFOURWU

6.3/10headline grade
vs its business-model standard
7.1/10past 6.9/10present 5.3/10future

Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a marketplace business: prior from its industry code (SEC 7389, Services-Business Services, NEC); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.

The grade, in three tenses

Headline 6.3 out of ten, 9 of 9 metrics filed: past 7.1 out of ten, present 6.9 out of ten, future 5.3 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

  • Surviving crises (past): 7.9 out of ten. No warning events in its filings since 2017. 79th percentile among 105 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Track record (past): 7.0 out of ten. +6.8% a year over 10 filed years; profitable in 9 of 9. 70th percentile among 99 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Shareholder treatment (past): 6.8 out of ten. Share count shrank 0.5% a year. 68% of cash flow returned. Insiders: 8 sales, 1 purchases. 68th percentile among 70 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Financial health (present): 6.2 out of ten. ROE 40%: 40¢ of profit per shareholder dollar. Leverage 68%: owes 68¢ per asset dollar. 62nd percentile among 98 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Industry position (present): 7.1 out of ten. top 29% of 101 in its family; net margin 15%. 71st percentile among 101 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Leadership (present): 7.8 out of ten. top 22% of 67 in its family for leadership; chief executive since 2019. 78th percentile among 67 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
  • Room to expand (future): 3.6 out of ten. bottom 36% of 99 in its family for room to expand. 36th percentile among 99 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Growth drivers (future): 6.7 out of ten. top 33% of 99 in its family for growth drivers. 67th percentile among 99 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Expectations vs reality (future): 5.2 out of ten. top 48% of 93 in its family for expectations against reality. 52nd percentile among 93 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-08-04 for the period ended 2026-06-30 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-04-30 for the period ended 2026-03-31 (on EDGAR). Newest results release: Form 8-K filed 2026-08-04 for the period ended 2026-08-03 (on EDGAR). Newest filing: Form 4, 2026-10-06. Filings on record since 2006. Read from EDGAR 2026-10-12.

Where the revenue comes from

Product and service lines in fiscal 2026: Recurring Fee Revenue 65%, Distribution Revenue 30%, Event Driven Revenue 5%. By geography: United States 85%, Canada 7%, United Kingdom 7%, Others 1%. As tagged in its annual report (Form 10-K, filed 2026-08-04).

Who runs it

Gokey, Timothy C (CEO); Deschutter, Douglas Richard (Co-President ICS); Perry, Christopher John (President); Ghei, Ashima (CFO); Jarkowski, Hope M. (Chief Legal Officer); Carey, Thomas P (Corporate VP); Stingi, Richard John (Corporate VP and CHRO); Duelks, Robert N (director); Flowers, Melvin L (director); Markus, Maura A. (director); and 7 more. 17 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-06.

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