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Dec 31, 2025
Broadridge Q2 2026 Earnings Report
Delivered solid recurring revenue growth with strong earnings expansion in the second quarter.
Key Takeaways
Broadridge reported strong second-quarter performance driven by recurring revenue growth and higher event-driven activity, resulting in significant EPS growth despite modest operating income pressure.
Recurring revenues grew strongly on a constant currency basis
Diluted EPS more than doubled year over year
Event-driven revenues declined due to lower mutual fund proxy activity
Distribution revenues benefited from higher volumes and postage rate increases
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company raised its outlook for adjusted EPS growth while reaffirming guidance for recurring revenue growth, margins, and closed sales for fiscal 2026.
Positive Outlook
- Higher adjusted EPS growth outlook
- Recurring revenue growth expected at high end of guidance
- Continued margin expansion expected
- Strong closed sales pipeline
- Ongoing demand for digital and data-driven solutions
Challenges Ahead
- Event-driven revenue volatility
- Pressure from higher distribution and operating costs
- Foreign currency headwinds
- Dependence on market activity levels
- Integration risks from acquisitions
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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