Subtext

Broadridge Financial Solutions, Inc. BR

SectorIndustrials
Transcripts66
Date range2007-11-07 – 2025-05-01
Calls charted66

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-19-10+0+10+192008 Q12011 Q12013 Q42016 Q12018 Q22020 Q32022 Q42025 Q12008 Q1 · Overall: +4.02008 Q2 · Overall: +2.82008 Q3 · Overall: +4.72008 Q4 · Overall: +4.52009 Q1 · Overall: +11.32009 Q2 · Overall: +6.42009 Q3 · Overall: +6.52009 Q4 · Overall: +8.32010 Q3 · Overall: +7.42011 Q1 · Overall: +6.12011 Q4 · Overall: +8.02012 Q1 · Overall: +7.82012 Q2 · Overall: +6.92012 Q3 · Overall: -0.72012 Q4 · Overall: +7.52013 Q1 · Overall: +5.42013 Q2 · Overall: +7.52013 Q3 · Overall: +6.02013 Q4 · Overall: +5.82014 Q1 · Overall: +11.22014 Q2 · Overall: +16.42014 Q3 · Overall: +14.22014 Q4 · Overall: +13.42015 Q1 · Overall: +11.52015 Q2 · Overall: +9.72015 Q3 · Overall: +10.62015 Q4 · Overall: +13.42016 Q1 · Overall: +8.82016 Q2 · Overall: +11.22016 Q3 · Overall: +8.02016 Q4 · Overall: +6.82017 Q1 · Overall: +5.22017 Q2 · Overall: +6.62017 Q3 · Overall: +12.32017 Q4 · Overall: +12.72018 Q1 · Overall: +9.32018 Q2 · Overall: +14.42018 Q3 · Overall: +16.02018 Q4 · Overall: +12.12019 Q1 · Overall: +13.22019 Q2 · Overall: +8.02019 Q3 · Overall: +11.72019 Q4 · Overall: +13.92020 Q1 · Overall: +6.12020 Q2 · Overall: +10.02020 Q3 · Overall: +4.12020 Q4 · Overall: +14.82021 Q1 · Overall: +7.92021 Q2 · Overall: +5.82021 Q3 · Overall: +10.52021 Q4 · Overall: +13.12022 Q1 · Overall: +3.22022 Q2 · Overall: +15.32022 Q3 · Overall: +16.72022 Q4 · Overall: +14.22023 Q1 · Overall: +12.52023 Q2 · Overall: +7.32023 Q3 · Overall: +10.12023 Q4 · Overall: +6.72024 Q1 · Overall: +14.42024 Q2 · Overall: +13.32024 Q3 · Overall: +14.12024 Q4 · Overall: +15.12025 Q1 · Overall: +12.82025 Q2 · Overall: +13.72025 Q3 · Overall: +7.7
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-45-22+0+22+452008 Q12011 Q12013 Q42016 Q12018 Q22020 Q32022 Q42025 Q12008 Q1 · CEO: +13.42008 Q2 · CEO: +14.62008 Q3 · CEO: +11.82008 Q4 · CEO: +11.82009 Q1 · CEO: +21.22009 Q2 · CEO: +12.72009 Q3 · CEO: +14.32009 Q4 · CEO: +15.82010 Q3 · CEO: +19.72011 Q1 · CEO: +14.52011 Q4 · CEO: +15.72012 Q1 · CEO: +13.82012 Q2 · CEO: +12.02012 Q3 · CEO: +5.02012 Q4 · CEO: +14.22013 Q1 · CEO: +11.12013 Q2 · CEO: +13.22013 Q3 · CEO: +14.82013 Q4 · CEO: +11.82014 Q1 · CEO: +16.92014 Q2 · CEO: +21.82014 Q3 · CEO: +16.72014 Q4 · CEO: +19.42015 Q1 · CEO: +18.72015 Q2 · CEO: +17.02015 Q3 · CEO: +16.82015 Q4 · CEO: +24.12016 Q1 · CEO: +16.82016 Q2 · CEO: +19.02017 Q1 · CEO: +12.92017 Q2 · CEO: +13.82017 Q3 · CEO: +20.72017 Q4 · CEO: +22.52018 Q1 · CEO: +13.92018 Q2 · CEO: +21.12018 Q3 · CEO: +23.52018 Q4 · CEO: +19.42019 Q1 · CEO: +23.82019 Q2 · CEO: +10.02019 Q3 · CEO: +21.42019 Q4 · CEO: +21.32020 Q1 · CEO: +10.62020 Q2 · CEO: +13.12020 Q3 · CEO: +4.92020 Q4 · CEO: +16.32021 Q2 · CEO: +15.02021 Q4 · CEO: +31.22022 Q2 · CEO: +22.92022 Q3 · CEO: +22.82022 Q4 · CEO: +22.02023 Q1 · CEO: +20.82023 Q2 · CEO: +13.02023 Q3 · CEO: +15.02023 Q4 · CEO: +19.52024 Q1 · CEO: +22.22024 Q2 · CEO: +20.02024 Q3 · CEO: +23.52024 Q4 · CEO: +23.22025 Q1 · CEO: +24.12025 Q2 · CEO: +17.62025 Q3 · CEO: +15.72008 Q1 · CFO: -1.12008 Q2 · CFO: -2.62008 Q3 · CFO: -7.32008 Q4 · CFO: +1.12009 Q1 · CFO: -2.32009 Q2 · CFO: +0.92009 Q3 · CFO: -0.42009 Q4 · CFO: +0.62010 Q3 · CFO: -4.32011 Q1 · CFO: -2.72011 Q4 · CFO: +0.02012 Q1 · CFO: +1.22012 Q2 · CFO: +4.02012 Q3 · CFO: -4.62012 Q4 · CFO: -3.52013 Q1 · CFO: -1.72013 Q2 · CFO: +0.92013 Q3 · CFO: -2.52013 Q4 · CFO: +4.52014 Q1 · CFO: +2.92014 Q4 · CFO: +12.02015 Q1 · CFO: +0.82015 Q2 · CFO: +2.92015 Q3 · CFO: -3.12015 Q4 · CFO: -0.72016 Q1 · CFO: -2.82016 Q2 · CFO: -8.62017 Q1 · CFO: -3.92017 Q2 · CFO: +0.42017 Q3 · CFO: +2.92017 Q4 · CFO: +4.12018 Q1 · CFO: +12.22018 Q2 · CFO: +14.02018 Q3 · CFO: +13.52019 Q3 · CFO: +6.22019 Q4 · CFO: +8.22020 Q4 · CFO: +39.02021 Q2 · CFO: +16.32021 Q4 · CFO: +4.92022 Q2 · CFO: +13.52022 Q3 · CFO: +15.52022 Q4 · CFO: +10.92023 Q1 · CFO: +8.12023 Q2 · CFO: +4.12023 Q3 · CFO: +8.72023 Q4 · CFO: +4.52024 Q1 · CFO: +11.52024 Q2 · CFO: +12.12024 Q3 · CFO: +6.82024 Q4 · CFO: +9.32025 Q1 · CFO: +0.02025 Q2 · CFO: +10.72025 Q3 · CFO: +0.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-64-32+0+32+642008 Q12011 Q12013 Q42016 Q12018 Q22020 Q32022 Q42025 Q12008 Q1 · Prepared remarks: +2.52008 Q2 · Prepared remarks: +2.22008 Q3 · Prepared remarks: +4.32008 Q4 · Prepared remarks: +8.42009 Q1 · Prepared remarks: +11.52009 Q2 · Prepared remarks: +6.52009 Q3 · Prepared remarks: +6.62009 Q4 · Prepared remarks: +9.92010 Q3 · Prepared remarks: +8.02011 Q1 · Prepared remarks: +11.42011 Q4 · Prepared remarks: +10.82012 Q1 · Prepared remarks: +9.52012 Q2 · Prepared remarks: +12.52012 Q3 · Prepared remarks: +0.02012 Q4 · Prepared remarks: +6.92013 Q1 · Prepared remarks: +5.52013 Q2 · Prepared remarks: +1.52013 Q3 · Prepared remarks: +9.22013 Q4 · Prepared remarks: +9.82014 Q1 · Prepared remarks: +16.02014 Q2 · Prepared remarks: +20.02014 Q3 · Prepared remarks: +21.22014 Q4 · Prepared remarks: +16.02015 Q1 · Prepared remarks: +11.92015 Q2 · Prepared remarks: +15.32015 Q3 · Prepared remarks: +13.02015 Q4 · Prepared remarks: +14.42016 Q1 · Prepared remarks: +9.12016 Q2 · Prepared remarks: +12.02016 Q3 · Prepared remarks: +12.02016 Q4 · Prepared remarks: +8.12017 Q1 · Prepared remarks: +5.62017 Q2 · Prepared remarks: +6.12017 Q3 · Prepared remarks: +12.82017 Q4 · Prepared remarks: +18.02018 Q1 · Prepared remarks: +14.32018 Q2 · Prepared remarks: +18.92018 Q3 · Prepared remarks: +19.92018 Q4 · Prepared remarks: +15.72019 Q1 · Prepared remarks: +17.32019 Q2 · Prepared remarks: +9.92019 Q3 · Prepared remarks: +16.62019 Q4 · Prepared remarks: +14.32020 Q1 · Prepared remarks: +10.22020 Q2 · Prepared remarks: +12.02020 Q3 · Prepared remarks: +1.72020 Q4 · Prepared remarks: +17.12021 Q1 · Prepared remarks: +14.92021 Q2 · Prepared remarks: +27.12021 Q3 · Prepared remarks: +2.92021 Q4 · Prepared remarks: +15.92022 Q1 · Prepared remarks: +55.62022 Q2 · Prepared remarks: +20.42022 Q3 · Prepared remarks: +20.32022 Q4 · Prepared remarks: +15.62023 Q1 · Prepared remarks: +15.52023 Q2 · Prepared remarks: +13.72023 Q3 · Prepared remarks: +15.32023 Q4 · Prepared remarks: +15.42024 Q1 · Prepared remarks: +18.52024 Q2 · Prepared remarks: +17.12024 Q3 · Prepared remarks: +14.82024 Q4 · Prepared remarks: +18.22025 Q1 · Prepared remarks: +13.02025 Q2 · Prepared remarks: +20.02025 Q3 · Prepared remarks: +10.22008 Q1 · Q&A responses: +14.02008 Q2 · Q&A responses: +7.52008 Q3 · Q&A responses: +8.02008 Q4 · Q&A responses: +4.12009 Q1 · Q&A responses: +15.32009 Q2 · Q&A responses: +8.72009 Q3 · Q&A responses: +10.12009 Q4 · Q&A responses: +7.82010 Q3 · Q&A responses: +11.52011 Q1 · Q&A responses: +4.32011 Q4 · Q&A responses: +11.32012 Q1 · Q&A responses: +9.22012 Q2 · Q&A responses: +5.12012 Q3 · Q&A responses: +1.22012 Q4 · Q&A responses: +11.22013 Q1 · Q&A responses: +7.02013 Q2 · Q&A responses: +17.42013 Q3 · Q&A responses: +7.72013 Q4 · Q&A responses: +5.42014 Q1 · Q&A responses: +11.12014 Q2 · Q&A responses: +16.52014 Q3 · Q&A responses: +12.42014 Q4 · Q&A responses: +14.72015 Q1 · Q&A responses: +15.02015 Q2 · Q&A responses: +7.22015 Q3 · Q&A responses: +9.92015 Q4 · Q&A responses: +18.12016 Q1 · Q&A responses: +14.72016 Q2 · Q&A responses: +13.22016 Q3 · Q&A responses: +7.52016 Q4 · Q&A responses: +8.92017 Q1 · Q&A responses: +9.42017 Q2 · Q&A responses: +11.92017 Q3 · Q&A responses: +18.62017 Q4 · Q&A responses: +6.82018 Q1 · Q&A responses: +7.62018 Q2 · Q&A responses: +8.12018 Q3 · Q&A responses: +12.52018 Q4 · Q&A responses: +11.32019 Q1 · Q&A responses: +13.12019 Q2 · Q&A responses: +9.82019 Q3 · Q&A responses: +11.92019 Q4 · Q&A responses: +19.22020 Q1 · Q&A responses: +5.32020 Q2 · Q&A responses: +13.62020 Q3 · Q&A responses: +12.62020 Q4 · Q&A responses: +14.62021 Q1 · Q&A responses: +15.92021 Q2 · Q&A responses: +12.32021 Q3 · Q&A responses: +19.12021 Q4 · Q&A responses: +12.42022 Q1 · Q&A responses: +7.42022 Q2 · Q&A responses: +16.42022 Q3 · Q&A responses: +18.72022 Q4 · Q&A responses: +17.32023 Q1 · Q&A responses: +13.62023 Q2 · Q&A responses: +4.82023 Q3 · Q&A responses: +8.62023 Q4 · Q&A responses: +3.22024 Q1 · Q&A responses: +14.52024 Q2 · Q&A responses: +15.62024 Q3 · Q&A responses: +15.72024 Q4 · Q&A responses: +14.52025 Q1 · Q&A responses: +16.42025 Q2 · Q&A responses: +9.82025 Q3 · Q&A responses: +10.0
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.87$5.67$9.472008 Q12011 Q12013 Q42016 Q12018 Q22020 Q32022 Q42025 Q12014 Q1: $2.392014 Q2: $2.482014 Q3: $2.542014 Q4: $2.612015 Q1: $2.732015 Q2: $2.782015 Q3: $2.832015 Q4: $2.922016 Q1: $3.012016 Q2: $3.132016 Q3: $3.252016 Q4: $3.372017 Q1: $3.482017 Q2: $3.652017 Q3: $3.802017 Q4: $3.962018 Q1: $4.402018 Q2: $4.582018 Q3: $4.772018 Q4: $4.892019 Q1: $5.002019 Q2: $5.152019 Q3: $5.272019 Q4: $5.362020 Q1: $5.432020 Q2: $5.422020 Q3: $5.602020 Q4: $5.762021 Q1: $5.912021 Q2: $6.262021 Q3: $6.542021 Q4: $6.742024 Q1: $8.342024 Q2: $8.492024 Q3: $8.712024 Q4: $8.95

Forward P/E

14.5521.6628.782008 Q12011 Q12013 Q42016 Q12018 Q22020 Q32022 Q42025 Q12014 Q1: 15.532014 Q2: 16.512014 Q3: 16.642014 Q4: 17.002015 Q1: 19.812015 Q2: 18.622015 Q3: 19.402015 Q4: 18.612016 Q1: 18.802016 Q2: 20.372016 Q3: 20.912016 Q4: 19.302017 Q1: 19.742017 Q2: 20.592017 Q3: 20.932017 Q4: 22.622018 Q1: 24.522018 Q2: 25.272018 Q3: 27.802018 Q4: 19.672019 Q1: 20.692019 Q2: 25.352019 Q3: 23.972019 Q4: 23.082020 Q1: 18.562020 Q2: 23.272020 Q3: 24.122020 Q4: 25.472021 Q1: 24.842021 Q2: 25.592021 Q3: 25.922021 Q4: 26.432024 Q1: 24.332024 Q2: 23.472024 Q3: 23.952024 Q4: 24.93

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -2.1 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↓ -4.6 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -3.2 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -3.4 fwd EPS ↑ +0.44 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -3.9 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -5.2 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -7.7 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q3 tone ↓ -5.9 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -6.9 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -2.1 fwd EPS ↑ +0.35 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q32025-05-01+7.7——View →
2025 Q22025-01-31+13.7——View →
2025 Q12024-11-05+12.8——View →
2024 Q42024-08-06+15.1$8.9524.9View →
2024 Q32024-05-08+14.1$8.7123.9View →
2024 Q22024-02-01+13.3$8.4923.5View →
2024 Q12023-11-02+14.4$8.3424.3View →
2023 Q42023-08-08+6.7——View →