Broadridge Financial Solutions, Inc. · NYSE:BR
Broadridge Financial Solutions — Q4 FY2026 Earnings Presentation
36 slides from Broadridge Financial Solutions's earnings presentation, Aug 4, 2026
Slide 1: Earnings Conference Call Fiscal Fourth Quarter and Full-Year 2026
Powering and transforming financial markets Earnings Conference Call Fiscal Fourth Quarter and Full-Year 2026 August 4, 2026 EXHIBIT 99.2
Slide 2: Forward-Looking Statements
1 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 A
Slide 3: Use of Non-GAAP financial measures, KPIs and foreign exchange rates
2 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”), A
Slide 4: Key messages
3 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 constant currency, 12% Adjusted EPS growth, 110% Free cash flow conversion, and Clo
Slide 5: We are driving democratization and digitization in Governance
4 We are driving democratization and digitization in Governance… FY'22 FY'23 FY'24 FY'25 FY'26 $3.0B8%8% Y-O-Y GROWTH FY’26 RECURRING REVENUE Avg. Annual Growth $3.0B HIGHLIGHTS 1 2 3 Strong investor participation trends included double-digit equity position growth, while fund position growth remain
Slide 6: Simplifying and innovating in Capital Markets
5 FY'22 FY'23 FY'24 FY'25 FY'26 …simplifying and innovating in Capital Markets… $1.2B14%5% Y-O-Y GROWTH FY’26 RECURRING REVENUE Avg. Annual Growth $1.2B HIGHLIGHTS 1 CQG acquisition expands our institutional capabilities across futures and options and contributed to a significant Q4 competitive win
Slide 7: Modernizing Wealth Management
6 …and modernizing Wealth Management $732M8%10% Y-O-Y GROWTH FY’26 RECURRING REVENUE Avg. Annual Growth FY'22 FY'23 FY'24 FY'25 FY'26 HIGHLIGHTS 1 2 3 Aviso platform go live and multiple expansions with leading banks highlight continued momentum in Canada Launching integrated digital assets platform
Slide 8: Broadridge is building the infrastructure for tokenized markets
7 • DLR processes ~$357B of tokenized repo transactions daily; contracted volumes expected to double • First intraday DLR trades live • Taking DLR global to enable collateral mobility for G7 Govt. securities • Announcing DLx, our multi-asset end- to-end tokenization platform • First provider support
Slide 9: Summary financial results
8 $ in millions, except per share data Q4’26 Inc./(Dec.) FY’26 Inc./(Dec.) Recurring revenues $1,542 8% $4,878 8% 8 7 Total revenues 2,220 7% 7,477 9% Operating income 546 10% 1,301 9% Adjusted Operating income (Non-GAAP) 598 7% 1,535 9% Adjusted Operating income margin (Non-GAAP) 26.9% (10bps) 20.5
Slide 10: ICS fourth quarter and fiscal year 2026 segment Recurring revenues
9 ICS fourth quarter and fiscal year 2026 segment Recurring revenues $177 $158 $130 $590 Q4'25 Q4'26 Regulatory Customer Comms. Data-Driven Fund Solutions Issuer 8% 1% 7% 14% ICS Q4 RECURRING REVENUES ICS FISCAL YEAR RECURRING REVENUES $1,055 $ in millions; growth in constant currency +10% Informati
Slide 11: GTO fourth quarter and fiscal year 2026 segment Recurring revenues
10 $732 $1,184 FY'25 FY'26 GTO fourth quarter and fiscal year 2026 segment Recurring revenues GTO Q4 RECURRING REVENUES GTO FISCAL YEAR RECURRING REVENUES Capital Markets Wealth & Investment Management $1,916 $ in millions; growth in constant currency Information about our use of Non-GAAP measures a
Slide 12: Key volume drivers: position and trade growth
11 7% 3% 11% 15% 18% 12% 17% 15% 17% 11% 14% 7% 11% 11% 14% 6% 6% 5% 6% 7% 2% 15% 6% 7% Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 Key volume drivers: position and trade growth 15% 10% 13% 14% 14% 17% 11% 16% 15%INTERNAL TRADE GROWTH EQUITY & MUTUAL FUND/ETF POSITION GROWTH 1. Q4’25 equit
Slide 13: Fourth quarter 2026 Recurring revenue growth drivers
12 $1,424 Q4'25 Recurring revenues Closed Sales Client Losses Internal Growth Acquisitions Q4'26 Rec. Rev. Constant Currency FX Q4'26 Recurring revenues Organic Growth: 7 pts RECURRING REVENUE GROWTH CONSTANT CURRENCY WAS 8% Fourth quarter 2026 Recurring revenue growth drivers ICS $959M 5 pts (2) pt
Slide 14: Fourth quarter 2026 Total revenue growth drivers
13 $76 $63 $125 $53 $79 $114 $91 $73 $71 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 $2,065 Q4'25 Total Revenues Recurring Event-Driven Distribution FX Q4'26 Total Revenues FOURTH QUARTER 2026 TOTAL REVENUE GROWTH DRIVERS $66M FY’20-FY’26 QUARTERLY AVERAGE Fourth quarter 2026 Total revenue
Slide 15: Operating income margin and Adjusted Operating income margin
14 Q4'25 Q4'26 Operating income margin and Adjusted Operating income margin 18.7% 19.8% 20.0% 20.5% FY'22 FY'23 FY'24 FY'25 FY'26 24.6%24.1% +110 bps +20 bps OPERATING INCOME MARGIN ADJUSTED OPERATING INCOME MARGIN (NON- GAAP) 26.9% +50 bps 27.0% Information about our use of Non-GAAP measures and re
Slide 16: Closed sales
15 FY'22 FY'23 FY'24 FY'25 FY'26 Closed sales $ in millions $342 FY'25 FY'26 $430 $470 $288 $246 CLOSED SALES RECURRING REVENUE BACKLOG 10% 10%% OF RECURRING REVENUE $305 $280 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
16 Free cash flow conversion FREE CASH FLOW CONVERSION1,2 1. Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 26 – 34 2. Free cash flow conversion equals annual Free cash flow divided by Adjusted Net earnings 48% 90% 102% 104% 110% FY'22 FY'2
Slide 18: Capital allocation
17 SELECT CAPITAL ITEMS FISCAL YEAR 2026 Capital allocation $ in millions, except per share data 2 1 $443 $581 FY'22 FY'23 FY'24 FY'25 FY'26 TOTAL CAPITAL RETURNS $2.56 $2.90 $3.20 $3.52 $3.90 11% 13% 10% 10% 11% DIVIDENDS PER SHARE 6 $312 $253 $781 4 $475 YTD Net Share Repurchases YTD Dividends Pai
Slide 19: Fiscal year 2027 guidance
18 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
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
21 Broadridge delivered on its 3-year growth objectives INVESTOR DAY FY23-FY26 GROWTH OBJECTIVES FY23-FY26 CAGR 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
Slide 23: Supplemental reporting detail - product line reporting
22 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 1
Slide 24: Fiscal year 2026 Recurring revenue growth drivers
23 $4,508 FY'25 Recurring revenues Closed Sales Client Losses Internal Growth Acquisitions FY'26 Rec. Rev. Constant Currency FX FY'26 Recurring revenues RECURRING REVENUE GROWTH CONSTANT CURRENCY WAS 8% Fiscal year 2026 Recurring revenue growth drivers ICS $2,732M 5 pts (2) pts 4 pt 1 pts 8% 0 pts $
Slide 25: Fiscal year 2026 Total revenue growth drivers
24 $175 $235 $269 $211 $285 $319 $348 FY'20 FY'21 FY'22 FY'23 FY'24 FY'25 FY'26 FISCAL YEAR 2026 EVENT-DRIVEN REVENUES FISCAL YEAR 2026 TOTAL REVENUE GROWTH DRIVERS Fiscal year 2026 Total revenue growth drivers $6,889 $7,477 FY'25 Total Revenues Recurring Event-Driven Distribution FX FY'26 Total Rev
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
26 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 h
Slide 28: Non-GAAP measures
27 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 Operati
Slide 29: Reconciliation of GAAP to Non-GAAP measures
28 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Global Technology and Operations Capital Markets Wealth and Investment Management Total Recurring revenue growth (GAAP) 8% 1% 5% Impact of foreign currency exchange (1%) 0% 0% Recurring revenue growth constant currency (Non-GAAP) 7% 1% 5% Th
Slide 30: Reconciliation of GAAP to Non-GAAP measures
29 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Global Technology and Operations Capital Markets Wealth and Investment Management Total Recurring revenue growth (GAAP) 6% 11% 8% Impact of foreign currency exchange (1%) (1%) (1%) Recurring revenue growth constant currency (Non-GAAP) 5% 10%
Slide 31: Reconciliation of GAAP to Non-GAAP measures
30 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Three Months Ended June 30, Fiscal Year Ended 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 an
Slide 32: Reconciliation of GAAP to Non-GAAP measures
31 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 softwa
Slide 33: Reconciliation of GAAP to Non-GAAP measures
32 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
Slide 34: Reconciliation of GAAP to Non-GAAP measures
33 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
Slide 35: Fiscal Year 2027 guidance reconciliation
34 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 income margin % (GAAP) ~19% Adjusted Operating income margin % (Non-GAAP) ~21% FY27
Slide 36: Fiscal Fourth Quarter 2026 Earnings Conference Call Contacts
Broadridge Fiscal Fourth Quarter 2026 Earnings Conference Call Contacts W. Edings Thibault broadridgeir@broadridge.com Live Call Information Date: August 4, 2026 Start Time: 8:30 A.M. ET Toll-Free: 1-877-328-2502 International: 1-412-317-5419 Webcast: broadridge-ir.com Replay Options Online replay a
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