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Dec 31, 2019

Broadridge Q2 2020 Earnings Report

Broadridge experienced a mixed quarter with recurring revenues rising and event-driven activity declining.

Key Takeaways

Broadridge's second quarter saw a 2% increase in total revenues, driven by a 7% rise in recurring fee revenues. However, a 36% decline in event-driven fee revenues led to a decrease in operating income and adjusted EPS. The company reaffirms its fiscal year 2020 revenue and closed sales guidance, with adjusted EPS expected to be at the low end of the range.

Recurring fee revenues increased by 7% to $648 million.

Event-driven fee revenues decreased by 36% due to lower mutual fund proxy activity.

Closed sales were $45 million compared to $106 million in the prior year period.

Broadridge reaffirms fiscal year 2020 revenue and closed sales guidance with adjusted EPS at the low end of the range.

Total Revenue
$969M
Previous year: $953M
+1.6%
EPS
$0.53
Previous year: $0.56
-5.4%
Equity Position Growth
11%
Previous year: 15%
-26.7%
Mutual Fund/ETF Growth
6%
Previous year: 20%
-70.0%
Internal Trade Volume Growth
-16%
Previous year: 16%
-200.0%
Gross Profit
$188M
Previous year: $219M
-14.4%
Cash and Equivalents
$234M
Previous year: $250M
-6.3%
Free Cash Flow
$80.4M
Previous year: $165M
-51.4%
Total Assets
$4.38B
Previous year: $3.36B
+30.6%

Broadridge

Broadridge

Broadridge Revenue by Segment

Forward Guidance

Broadridge reaffirms fiscal year 2020 revenue and closed sales guidance, with adjusted EPS expected to be at the low end of the range.

Positive Outlook

  • Recurring fee revenue growth of 8-10%.
  • Total revenue growth of 3-6%.
  • Adjusted Operating income margin ~18%.
  • Adjusted earnings per share growth of 8-12% (expected to be at low end of range).
  • Closed sales of $190-230M.

Challenges Ahead

  • GAAP Operating income margin ~14% (reduced from ~15%).
  • Diluted earnings per share growth (4)-0% (reduced from 5-9%).
  • Decrease in event-driven fee revenues.
  • Higher acquisition amortization expense.
  • Charges associated with the IBM Private Cloud Agreement.

Revenue & Expenses

Visualization of income flow from segment revenue to net income