BRSoftware & ITbroadridge.com
| Metric | Dec 2024 | Mar 2025 | Jun 2025* | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026* | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $1.59B | $1.81B | $2.07B | $1.59B | $1.71B | $1.95B | $2.22B | $1.67B | ▲ +5.0% |
| Gross profit | $443.40M | $575.80M | $769.70M | $422.60M | $473.60M | $626.90M | $853.00M | $428.40M | ▲ +1.4% |
| Operating income | $210.70M | $344.90M | $498.60M | $188.80M | $206.00M | $359.50M | $546.30M | $173.50M | ▼ -8.1% |
| Net income | $142.40M | $243.10M | $374.20M | $165.40M | $284.60M | $276.30M | $398.00M | $94.80M | ▼ -42.7% |
| R&Dnever filed | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | 1.20 $ | 2.05 $ | — | 1.40 $ | 2.42 $ | 2.36 $ | — | 0.83 $ | ▼ -40.7% |
| Margins (% of revenue) | |||||||||
| Gross | 27.9 % | 31.8 % | 37.3 % | 26.6 % | 27.6 % | 32.1 % | 38.4 % | 25.7 % | ▼ -0.9 pt |
| Operating | 13.3 % | 19.0 % | 24.1 % | 11.9 % | 12.0 % | 18.4 % | 24.6 % | 10.4 % | ▼ -1.5 pt |
| Net | 9.0 % | 13.4 % | 18.1 % | 10.4 % | 16.6 % | 14.1 % | 17.9 % | 5.7 % | ▼ -4.7 pt |
| Balance sheet | |||||||||
| Assets | $8.23B | $8.30B | $8.54B | $8.30B | $8.64B | $8.78B | $8.95B | $8.62B | ▲ +3.8% |
| Liabilities | $6.00B | $5.92B | $5.89B | $5.67B | $5.76B | $5.96B | $6.10B | $6.00B | ▲ +5.9% |
| Equity | $2.23B | $2.38B | $2.66B | $2.64B | $2.88B | $2.82B | $2.84B | $2.61B | ▼ -0.8% |
| Cash | $289.90M | $317.20M | $561.50M | $290.70M | $370.70M | $304.80M | $402.90M | $284.10M | ▼ -2.3% |
| Capital | |||||||||
| Shares outstanding | 117.02M | 117.46M | 117.13M | 116.73M | 116.75M | 115.66M | 114.02M | 113.11M | ▼ -3.1% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.