Broadridge Financial Solutions Inc (BR)
Operating return on assets (Operating ROA)
| Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 | Mar 31, 2024 | Dec 31, 2023 | Sep 30, 2023 | Jun 30, 2023 | Mar 31, 2023 | Dec 31, 2022 | Sep 30, 2022 | Jun 30, 2022 | Mar 31, 2022 | Dec 31, 2021 | Sep 30, 2021 | Jun 30, 2021 | Mar 31, 2021 | Dec 31, 2020 | Sep 30, 2020 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating income (ttm) | US$ in thousands | 1,188,600 | 1,131,400 | 1,089,400 | 1,003,100 | 1,017,100 | 1,029,900 | 1,013,800 | 997,300 | 936,400 | 823,900 | 783,100 | 744,100 | 759,900 | 699,600 | 692,800 | 703,400 | 678,700 | 696,100 | 683,200 | 630,500 |
| Total assets | US$ in thousands | 8,545,000 | 8,299,600 | 8,230,600 | 8,017,100 | 8,242,400 | 8,215,400 | 7,999,800 | 8,071,200 | 8,233,200 | 8,432,300 | 8,051,300 | 8,090,600 | 8,168,800 | 8,349,500 | 8,115,900 | 8,028,400 | 8,119,800 | 5,186,800 | 4,858,300 | 4,749,700 |
| Operating ROA | 13.91% | 13.63% | 13.24% | 12.51% | 12.34% | 12.54% | 12.67% | 12.36% | 11.37% | 9.77% | 9.73% | 9.20% | 9.30% | 8.38% | 8.54% | 8.76% | 8.36% | 13.42% | 14.06% | 13.27% |
June 30, 2025 calculation
Operating ROA = Operating income (ttm) ÷ Total assets
= $1,188,600K ÷ $8,545,000K
= 13.91%
The operating return on assets (ROA) for Broadridge Financial Solutions Inc. demonstrates an overall upward trajectory over the observed period from September 30, 2020, through June 30, 2025. Initially, the figure stood at 13.27% as of September 30, 2020, and exhibited a gradual increase, reaching a peak of approximately 14.06% at the end of 2020.
Throughout 2021, the operating ROA experienced fluctuations, declining from 13.42% in March 2021 to a low of approximately 8.36% at the end of June 2021 and remaining in the range of 8.54% to 8.76% for the subsequent quarters. This decline indicates a period of reduced efficiency in generating operating income relative to total assets during that timeframe.
Starting from the second quarter of 2022, the operating ROA stabilized and gradually improved, reaching 9.30% by June 2022 and slightly declining to 9.20% in September 2022 before increasing again to 9.73% at the close of 2022. The uptrend continued into 2023, with the metric rising to 9.77% in March and further climbing to 11.37% by June, and then reaching 12.36% in September 2023.
The positive momentum persisted into late 2023 and early 2024, with the operating ROA at 12.67% in December 2023, 12.54% in March 2024, and approximately 12.34% in June 2024. By September 2024, the figure advanced slightly to 12.51%, and continued growth was observed, culminating at 13.24% in December 2024. The trend extended into 2025, with the metric reaching 13.63% in March and further increasing to 13.91% by June 2025.
Overall, the data reflects a significant improvement in Broadridge’s operating efficiency and asset utilization over the analyzed period. The initial decline in 2021 was followed by a consistent and sustained upward trend starting in mid-2022, indicating potential enhancements in operational performance, strategic adjustments, or favorable market conditions contributing to increased profitability relative to total assets.
Peer comparison
Jun 30, 2025