Broadridge Financial Solutions, Inc. · NYSE:BR
Broadridge Financial Solutions — Q4 2026 Earnings Presentation
36 slides from Broadridge Financial Solutions's earnings presentation, Aug 4, 2026
Slide 1: Powering and transforming financial markets
Powering and transforming financial markets Earnings Conference Call Fiscal Fourth Quarter and Full-Year 2026 August 4, 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation and other written or oral statements made from time to time by representatives of Broadridge Financial Solutions, Inc. ("Broadridge" or the "Company") contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act
Slide 3: Use of Non-GAAP financial measures, KPIs and foreign exchange rates
Use of Non-GAAP financial measures, KPIs and foreign exchange rates Use of Non-GAAP Financial Measures This presentation includes certain Non-GAAP financial measures including Adjusted Operating income, Adjusted Operating income margin, Adjusted Net earnings, Adjusted earnings per share (“EPS”), Adj
Slide 4: Key messages
Key messages Broadridge is delivering today while building the digital, agentic, and tokenized business of tomorrow Fourth quarter results capped off a strong Fiscal Year 2026, including 8% Recurring revenue growth 1 constant currency, 12% Adjusted EPS growth, 110% Free cash flow conversion, and Clo
Slide 5: Driving democratization and digitization in Governance
We are driving democratization and digitization in Governance… 8% 8% $3.0B HIGHLIGHTS Strong investor participation trends included Y-O-Y Avg. Annual FY’26 RECURRING 1 GROWTH Growth REVENUE double-digit equity position growth, while fund position growth remained solid $3.0B Shareholder engagement so
Slide 6: Simplifying and innovating in Capital Markets
…simplifying and innovating in Capital Markets… 5% 14% $1.2B HIGHLIGHTS CQG acquisition expands our institutional Y-O-Y Avg. Annual FY’26 RECURRING 1 GROWTH Growth REVENUE capabilities across futures and options and contributed to a significant Q4 competitive win $1.2B 2 Extended trading is increasi
Slide 7: Modernizing Wealth Management
…and modernizing Wealth Management 10% 8% $732M HIGHLIGHTS Aviso platform go live and multiple Y-O-Y Avg. Annual FY’26 RECURRING 1 GROWTH Growth REVENUE expansions with leading banks highlight continued momentum in Canada $732M 2 Launching integrated digital assets platform in Canada and extending t
Slide 8: Broadridge is building the infrastructure for tokenized markets
Broadridge is building the infrastructure for tokenized markets Capital Markets On-chain Governance Wealth Management Tokenization Institutional Trading • First provider supporting • DLR processes ~$357B • Extending market • Canadian digital asset proxy and disclosures across of tokenized repo conne
Slide 9: Summary financial results
Summary financial results $ in millions, except per share data Q4’26 Inc./(Dec.) FY’26 Inc./(Dec.) Recurring revenues $1,542 8% $4,878 8% Constant currency growth (Non-GAAP) 8 8% 7 8% Total revenues 2,220 7% 7,477 9% Operating income 546 10% 1,301 9% Adjusted Operating income (Non-GAAP) 598 7% 1,535
Slide 10: ICS fourth quarter and fiscal year 2026 segment Recurring revenues
ICS fourth quarter and fiscal year 2026 segment Recurring revenues $ in millions; growth in constant currency ICS Q4 RECURRING REVENUES ICS FISCAL YEAR RECURRING REVENUES +10% +8% $2,962 $1,055 Regulatory $1,435 12% Regulatory $590 14% Data-Driven $480 4% Data-Driven Fund Solutions Fund Solutions $1
Slide 11: GTO fourth quarter and fiscal year 2026 segment Recurring revenues
GTO fourth quarter and fiscal year 2026 segment Recurring revenues $ in millions; growth in constant currency GTO Q4 RECURRING REVENUES GTO FISCAL YEAR RECURRING REVENUES +5% +7% $488 $1,916 $307 7% $1,184 5% Capital Capital Markets Markets Wealth & Wealth & Investment Investment Management $180 1%
Slide 12: Key volume drivers: position and trade growth
Key volume drivers: position and trade growth EQUITY & MUTUAL FUND/ETF POSITION GROWTH FY’24 FY’25 FY’26 10Y Avg. Equity 1,3 6% 16% 16% 13% Equity Revenue 2,3 N/A 12% 12% N/A 18% MF / ETF 3 3% 7% 6% 7% 17% 17% 15% 15% Internal Trade 4 13% 13% 15% 9% 14% 15% 14% Growth 12% 11% 11% 11% 11% 7% 6% 7% 7%
Slide 13: Fourth quarter 2026 Recurring revenue growth drivers
Fourth quarter 2026 Recurring revenue growth drivers $ in millions. Pts contribution to growth RECURRING REVENUE GROWTH CONSTANT CURRENCY WAS 8% Organic Growth: 7 pts 4 pts 1 pt 8% 0 pts 8% 5 pts (2) pts $1,542 $1,424 Q4'25 Recurring Closed Sales Client Losses Internal Growth Acquisitions Q4'26 Rec.
Slide 14: Fourth quarter 2026 Total revenue growth drivers
Fourth quarter 2026 Total revenue growth drivers $ in millions. Pts contribution to growth FOURTH QUARTER 2026 TOTAL REVENUE GROWTH DRIVERS 6 pts 2 pts 0 pts 7% (0) pts $2,220 $2,065 Q4'25 Total Revenues Recurring Event-Driven Distribution FX Q4'26 Total Revenues QUARTERLY EVENT-DRIVEN REVENUES $125
Slide 15: Operating income margin and Adjusted Operating income margin
Operating income margin and Adjusted Operating income margin Q4’26 OPERATING INCOME MARGIN FISCAL YEAR OPERATING INCOME MARGIN OPERATING 24.1% 24.6% 13.3% 15.4% 15.6% 17.3% 17.4% INCOME MARGIN 27.0% 26.9% 20.5% 20.5% +50 +0 20.0% 19.8% bps bps +20 +110 ADJUSTED bps bps OPERATING INCOME 18.7% MARGIN
Slide 16: Closed sales
Closed sales $ in millions CLOSED SALES RECURRING REVENUE BACKLOG 1 $342 $470 $430 $305 $288 $280 $246 FY'22 FY'23 FY'24 FY'25 FY'26 FY'25 FY'26 % OF 10% 10% RECURRING REVENUE 1. Recurring Revenue Backlog represents an estimate of first year revenues from Closed sales that have not yet been recogniz
Slide 17: Free cash flow conversion
Free cash flow conversion $ in millions FREE CASH FLOW CONVERSION 1,2 FREE CASH $370 $748 $943 $1,056 $1,233 FLOW 110% 102% 104% 90% 48% FY'22 FY'23 FY'24 FY'25 FY'26 1. Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 26 – 34 2. Free cash fl
Slide 18: Capital allocation
Capital allocation $ in millions, except per share data SELECT CAPITAL ITEMS FISCAL YEAR 2026 TOTAL CAPITAL RETURNS 4 YTD Net Share Repurchases CapEx and Software1 $113 YTD Dividends Paid $1,025 Client Platform $46 $781 Investments 2 $581 M&A $283 $475 Strategic $57 investments $312 $253 $443 Value
Slide 19: Fiscal year 2027 guidance
Fiscal year 2027 guidance FY’27 GUIDANCE Recurring revenue growth constant currency (Non-GAAP) 6 – 8% Adjusted Operating income margin (Non-GAAP) ~21% Adjusted earnings per share growth (Non-GAAP) 8 – 12% Free cash flow conversion (Non-GAAP) 100%+ Closed sales $290 – $330M 18
Slide 20: Save the Date - Broadridge's Investor Day
Save the Date - Broadridge’s Investor Day Broadridge will host its Investor Day on December 8, 2026 in New York City Additional details to come
Slide 21: Appendix
Appendix Broadridge:
Slide 22: Broadridge delivered on its 3-year growth objectives
Broadridge delivered on its 3-year growth objectives INVESTOR DAY FY23-FY26 FY23-FY26 CAGR GROWTH OBJECTIVES Organic Recurring revenue growth 5 – 8% 6% Recurring revenue growth constant currency (Non-GAAP) 7 – 9% 7% Adjusted Operating income margin expansion (bps/year) (Non-GAAP) 50+ 32 Adjusted ear
Slide 23: Supplemental reporting detail - product line reporting
Supplemental reporting detail ‒ product line reporting (Unaudited) 2024 2025 2026 YoY % Dollars in millions FY Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY Growth Investor Communication Solutions ("ICS") Regulatory $1,196 $190 $210 $365 $515 $1,281 $197 $249 $399 $590 $1,435 12% Data-driven fund solutions 435 108
Slide 24: Fiscal year 2026 Recurring revenue growth drivers
Fiscal year 2026 Recurring revenue growth drivers $ in millions. Pts contribution to growth RECURRING REVENUE GROWTH CONSTANT CURRENCY WAS 8% Organic Growth: 6 pts 2 pts 8% 1 pts 8% 3 pts 5 pts (2) pts $4,878 $4,508 FY'25 Recurring Closed Sales Client Losses Internal Growth Acquisitions FY'26 Rec. R
Slide 25: Fiscal year 2026 Total revenue growth drivers
Fiscal year 2026 Total revenue growth drivers $ in millions. Pts contribution to growth FISCAL YEAR 2026 TOTAL REVENUE GROWTH DRIVERS 5 pts 0 pts 3 pts 0 pts 8% $7,477 $6,889 FY'25 Total Revenues Recurring Event-Driven Distribution FX FY'26 Total Revenues FISCAL YEAR 2026 EVENT-DRIVEN REVENUES $348
Slide 26: Explanation of Non-GAAP Measures and Reconciliation of GAAP to Non-GAAP Measures
Explanation of Non-GAAP Measures and Reconciliation of GAAP to Non- GAAP Measures
Slide 27: Non-GAAP measures
Non-GAAP measures Explanation and Reconciliation of the Company’s Use of Non-GAAP Financial Measures The Company’s results in this presentation are presented in accordance with U.S. generally accepted accounting principles ("GAAP") except where otherwise noted. In certain circumstances, results have
Slide 28: Non-GAAP measures
Non-GAAP measures We exclude Acquisition and Integration Costs, Restructuring and Other Related Costs, Gains or Losses on Digital Assets, Litigation Settlement Charges, Russia-Related Exit Costs, Real Estate Realignment and Covid-19 Related Expenses, and Investment Gains from our Adjusted Operating
Slide 29: Reconciliation of GAAP to Non-GAAP measures
Reconciliation of GAAP to Non-GAAP measures (Unaudited) Three Months Ended June 30, 2026 Data-Driven Fund Investor Communication Solutions Regulatory Issuer Customer Comms. Total Solutions Recurring revenue growth (GAAP) 14% 7% 8% 1% 10% Impact of foreign currency exchange 0% 0% 0% 0% 0% Recurring r
Slide 30: Reconciliation of GAAP to Non-GAAP measures
Reconciliation of GAAP to Non-GAAP measures (Unaudited) Fiscal Year Ended June 30, 2026 Data-Driven Fund Investor Communication Solutions Regulatory Issuer Customer Comms. Total Solutions Recurring revenue growth (GAAP) 12% 4% 8% 5% 8% Impact of foreign currency exchange 0% (1%) 0% 0% 0% Recurring r
Slide 31: Reconciliation of GAAP to Non-GAAP measures
Reconciliation of GAAP to Non-GAAP measures (Unaudited) Three Months Ended Fiscal Year Ended June 30, June 30, Dollars in millions 2026 2025 2026 2025 2024 2023 2022 Operating income (GAAP) $546.2 $498.6 $1,300.6 $1,188.6 $1,017.1 $936.4 $759.9 Adjustments: Amortization of Acquired Intangibles and P
Slide 32: Reconciliation of GAAP to Non-GAAP measures
Reconciliation of GAAP to Non-GAAP measures (Unaudited) Fiscal Year Ended June 30, Dollars in millions 2026 2025 2024 2023 2022 Net cash flows from operating activities (GAAP) $ 1,345.6 $1,171.3 $1,056.2 $823.3 $443.5 Capital expenditures and Software purchases and capitalized internal use software
Slide 33: Reconciliation of GAAP to Non-GAAP measures
Reconciliation of GAAP to Non-GAAP measures (Unaudited) Three Months Ended June 30, Fiscal Year Ended June 30, Dollars in millions, except per share amounts 2026 2025 2026 2025 2024 2023 2022 Diluted earnings per share (GAAP) $3.44 $3.16 $9.60 $7.10 $5.86 $5.30 $4.55 Adjustments: Amortization of Acq
Slide 34: Reconciliation of GAAP to Non-GAAP measures
Reconciliation of GAAP to Non-GAAP measures (Unaudited) Fiscal Year Ended June 30 Dollars in millions 2026 2025 Net Earnings $1,124.3 $839.5 Provision for Income Taxes 321.6 219.2 Interest expense, net 99.9 122.7 Other non-operating expenses (income) (245.2) 7.1 Operating income $1,300.6 $1,188.6 No
Slide 35: Reconciliation of GAAP to Non-GAAP Measures: Fiscal Year 2027 guidance
Reconciliation of GAAP to Non-GAAP Measures: Fiscal Year 2027 guidance (Unaudited) Fiscal Year 2027 FY27 Recurring revenue growth Impact of foreign currency exchange (a) (0%) – 0% Recurring revenue growth constant currency (Non-GAAP) 6 - 8% FY27 Adjusted Operating income margin (b)(e) Operating inco
Slide 36: Broadridge Fiscal Fourth Quarter 2026 Earnings Conference Call
Broadridge Fiscal Fourth Quarter 2026 Earnings Conference Call Contacts Replay Options W. Edings Thibault Online replay available at broadridge-ir.com broadridgeir@broadridge.com Telephone replay available through August 11, 2026 Domestic Dial-In: 1-855-669-9658 Live Call Information Date: August 4,
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