Inferra AI / Company / BR
Broadridge Financial Solutions
BR · Industrials
Last earnings Aug 4, 2026
Key results
Recurring revenuequarter
7%
Recurring revenues grew 7% on a reported and constant currency basis
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Total revenuequarter
6%
Total revenues increased 6% to $2,065 million from $1,944 million in the prior year period.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Recurring revenues increased 7% to $1,424 million from $1,326 million.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Recurring revenue growth constant currency (Non-GAAP) was 7%, driven by Net New Business and Internal Growth.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Operating incomequarter
$499 million
Operating income was $499 million, an increase of $57 million, or 13%.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Operating income margin increased to 24.1%, compared to 22.7% for the prior year period, primarily due to the impact of $54 million of lower Restructuring and Other Related Costs in the current year period .
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Adjusted operating incomequarter
$558 million
Adjusted Operating income was $558 million, a decrease of $2 million, or 0% as the increase in Adjusted Operating expense more than offset the increase in Recurring revenue and Event-driven revenue.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Adjusted Operating income margin decreased to 27.0%, compared to 28.8% for the prior year period.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
AI analysis
Q2 2025 · reported Aug 5, 2025
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Recurring revenue | 7% | — | — |
| Total revenue | 6% | — | — |
| Operating income | $499 million | — | — |
| Adjusted operating income | $558 million | — | — |
Guidance · company-stated
Direction: Raised
“htm EX-99.1 Document EXHIBIT 99.1 Broadridge Reports Fourth Quarter and Fiscal 2025 Results Fiscal Year 2025 Recurring revenues grew 7% on a reported and constant currency basis Diluted EPS was $7.10 and Adjusted EPS grew 11% to $8.55 Closed sales were $288 million Raising annual dividend 11% to $3.90 per share, 19th consecutive annual dividend increase Fiscal year 2026 guidance includes 5-7% Recurring revenue growth constant currency and 8-12% Adjusted EPS growth NEW YORK, N.”
“1 Fiscal Year 2026 Financial Guidance Recurring revenue growth constant currency - Non-GAAP 5 - 7% Adjusted Operating income margin - Non-GAAP 20 21% Adjusted Earnings per share growth - Non-GAAP 8 - 12% Closed sales $290 - $330 million Financial Results for Fourth Quarter Fiscal Year 2025 compared to Fourth Quarter Fiscal Year 2024 Total revenues increased 6% to $2,065 million from $1,944 million in the prior year period.”
Classified from the release's primary full-year outlook statement.
Capital allocation
htm EX-99.1 Document EXHIBIT 99.1 Broadridge Reports Fourth Quarter and Fiscal 2025 Results Fiscal Year 2025 Recurring revenues grew 7% on a reported and constant currency basis Diluted EPS was $7.10 and Adjusted EPS grew 11% to $8.55 Closed sales were $288 million Raising annual dividend 11% to $3.90 per share, 19th consecutive annual dividend increase Fiscal year 2026 guidance includes 5-7% Recurring revenue growth constant currency and 8-12% Adjusted EPS growth NEW YORK, N.
Event summary
Fiscal Year 2026 Financial Guidance Recurring revenue growth constant currency - Non-GAAP 5 - 7% Adjusted Operating income margin - Non-GAAP 20 21% Adjusted Earnings per share growth - Non-GAAP 8 - 1
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “htm EX-99.1 Document EXHIBIT 99.1 Broadridge Reports Fourth Quarter and Fiscal 2025 Results Fiscal Year 2025 Recurring revenues grew 7% on a reported and constant currency basis Diluted EPS was $7.10 and Adjusted EPS grew 11% to $8.55 Closed sales were $288 million Raising annual dividend 11% to $3.90 per share, 19th consecutive annual dividend increase Fiscal year 2026 guidance includes 5-7% Recurring revenue growth constant currency and 8-12% Adjusted EPS growth NEW YORK, N.”
Revenue: “1 Fiscal Year 2026 Financial Guidance Recurring revenue growth constant currency - Non-GAAP 5 - 7% Adjusted Operating income margin - Non-GAAP 20 21% Adjusted Earnings per share growth - Non-GAAP 8 - 12% Closed sales $290 - $330 million Financial Results for Fourth Quarter Fiscal Year 2025 compared to Fourth Quarter Fiscal Year 2024 Total revenues increased 6% to $2,065 million from $1,944 million in the prior year period.”
Revenue — Raised (“Raising”)
“htm EX-99.1 Document EXHIBIT 99.1 Broadridge Reports Fourth Quarter and Fiscal 2025 Results Fiscal Year 2025 Recurring revenues grew 7% on a reported and constant currency basis Diluted EPS was $7.10 and Adjusted EPS grew 11% to $8.55 Closed sales were $288 million Raising annual dividend 11% to $3.90 per share, 19th consecutive annual dividend increase Fiscal year 2026 guidance includes 5-7% Recurring revenue growth constant currency and 8-12% Adjusted EPS growth NEW YORK, N.”
Revenue — Raised (“increased”)
“1 Fiscal Year 2026 Financial Guidance Recurring revenue growth constant currency - Non-GAAP 5 - 7% Adjusted Operating income margin - Non-GAAP 20 21% Adjusted Earnings per share growth - Non-GAAP 8 - 12% Closed sales $290 - $330 million Financial Results for Fourth Quarter Fiscal Year 2025 compared to Fourth Quarter Fiscal Year 2024 Total revenues increased 6% to $2,065 million from $1,944 million in the prior year period.”
Classified from the release's primary full-year outlook statement.
Capital allocation
htm EX-99.1 Document EXHIBIT 99.1 Broadridge Reports Fourth Quarter and Fiscal 2025 Results Fiscal Year 2025 Recurring revenues grew 7% on a reported and constant currency basis Diluted EPS was $7.10 and Adjusted EPS grew 11% to $8.55 Closed sales were $288 million Raising annual dividend 11% to $3.90 per share, 19th consecutive annual dividend increase Fiscal year 2026 guidance includes 5-7% Recurring revenue growth constant currency and 8-12% Adjusted EPS growth NEW YORK, N.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
I m pleased to announce that our Board has approved an 11% increase in our annual dividend to $3.90 per share, marking the 13th double-digit increase in the past fourteen years.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
In fiscal year 2025, we also invested in strategic M A to strengthen our wealth business in Canada and repurchased $100 million of our shares, highlighting our strong Free cash flow and balanced capital allocation.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Interest expense, net was $27 million, a decrease of $6 million, primarily due to a decrease in average borrowings.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Interest expense, net was $123 million, a decrease of $15 million, primarily due to lower average borrowings rates.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Dividend Declaration and Increase On August 4, 2025, Broadridge's Board of Directors (the Board ) declared a quarterly dividend of $0.975 per share payable on October 2, 2025 to stockholders of record on September 11, 2025.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Strategy & priorities
We are executing on our growth strategy to drive the democratization and digitization of governance, simplify and innovate capital markets, and modernize wealth management.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
In fiscal year 2025, we also invested in strategic M A to strengthen our wealth business in Canada and repurchased $100 million of our shares, highlighting our strong Free cash flow and balanced capital allocation.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Pre-tax margins decreased to 7.3% from 11.3% as higher revenues were more than offset by higher expenses, including the impact of growth investments and other initiatives.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
(iii) Restructuring and Other Related Costs, which represent costs associated with the Company s Corporate Restructuring Initiative to exit and or realign some of our businesses, streamline the Company s management structure, reallocate work to lower cost locations, and reduce headcount in deprioritized areas, in addition to other restructuring activities.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Free Cash Flow and Free Cash Flow Conversion In addition to the Non-GAAP financial measures discussed above, we provide Free cash flow information because we consider Free cash flow to be a liquidity measure that provides useful information to management and investors about the amount of cash generated that could be used for dividends, share repurchases, strategic acquisitions, other investments, as well as debt servicing.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Risks & headwinds
Corporate and Other Corporate and Other Loss before income taxes was $53 million compared to a loss of $106 million in the prior year period primarily due to the impact of $54 million of lower Restructuring and Other Related Costs and a Litigation Settlement Charge of $10 million in the prior year period, partially offset by lower net interest expense of $6 million.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
The decreased loss before income taxes was due to lower Restructuring and Other related costs, a decline in litigation expense of $18 million, and a decline in Interest expense, net of $15 million.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
(iv) Litigation Settlement Charges, which represent reserves established during the third and fourth quarter of 2024 related to the settlement of claims.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
We exclude Acquisition and Integration Costs, Restructuring and Other Related Costs, and Litigation Settlement Charges from our Adjusted Operating income (as applicable) and other adjusted earnings measures because excluding such information provides us with an understanding of the results from the primary operations of our business and enhances comparability across fiscal reporting periods, as these items are not reflective of our underlying operations or performance.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
These statements are based on management s expectations and assumptions and are subject to risks and uncertainties that may cause actual results to differ materially from those expressed.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
These risks and uncertainties include those risk factors described and discussed in Part I, Item 1A.
SEC original ↗Broadridge Financial Solutions — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Earnings deck slides
0 decks with slide viewBroadridge Financial Solutions — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Broadridge Financial Solutions — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Broadridge Financial Solutions — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Broadridge Financial Solutions — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Broadridge Financial Solutions — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Broadridge Financial Solutions — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Broadridge Financial Solutions — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Broadridge Financial Solutions — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documentsEarnings releases
11 documentsPresentations
8 documents
Transcripts
0 documentsNo transcripts for Broadridge Financial Solutions are held in this edition of the library.
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