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Sep 30, 2025
Broadridge Q1 2026 Earnings Report
Broadridge reported strong first quarter fiscal year 2026 results, with significant growth in recurring revenue, total revenue, and adjusted EPS, driven by organic growth, acquisitions, and higher event-driven volumes.
Key Takeaways
Broadridge delivered robust first-quarter fiscal 2026 results, with total revenues increasing 12% to $1,589 million and recurring revenues growing 9% (8% constant currency). Diluted EPS rose 106% to $1.40, and Adjusted EPS increased 51% to $1.51. The company saw strong performance across its segments, particularly in event-driven revenues and wealth and investment management, and raised its outlook for FY'26 recurring revenue growth constant currency.
Recurring revenues grew 9% (8% constant currency) to $977 million, driven by organic growth and acquisitions.
Total revenues increased 12% to $1,589 million, with strong contributions from event-driven and distribution revenues.
Diluted EPS surged 106% to $1.40, and Adjusted EPS increased 51% to $1.51, reflecting strong operational performance.
Broadridge raised its FY'26 recurring revenue growth constant currency outlook to the higher end of 5-7% and reaffirmed its Adjusted EPS growth guidance of 8-12%.
Revenue by Segment
Forward Guidance
Broadridge is raising its outlook for Fiscal Year 2026 Recurring revenue growth constant currency to the higher end of its 5-7% guidance range and reaffirming its guidance for Adjusted EPS growth of 8-12% and Closed sales of $290-$330 million.
Positive Outlook
- Recurring revenue growth constant currency is expected to be at the higher end of 5-7%.
- Adjusted Operating income margin is projected to be between 20-21%.
- Adjusted Earnings per share growth is reaffirmed at 8-12%.
- Closed sales guidance remains strong at $290-$330 million.
- Continued margin expansion is expected for FY'26.
Challenges Ahead
- No specific negative forward guidance points were provided in the report.
- The report does not detail potential negative impacts from market conditions.
- No specific risks related to new acquisitions were highlighted in the guidance.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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