Broadridge Financial Solutions (NYSE:BR) Q2 2026 Earnings call February 03, 2026 08:30 AM ET Speaker2Good morning and welcome to the Broadridge Fiscal Second Quarter 2026 Earnings Conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on a touch-tone phone. To withdraw your que ...

Broadridge Financial Solutions (BR) came out with quarterly earnings of $1.59 per share, beating the Zacks Consensus Estimate of $1.34 per share. This compares to earnings of $1.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +19.10%. A quarter ago, it was expected that this technology outsourcing company would post earnings of $1.19 per share when it actually produced earnings of $1.51, delivering a surprise of +26.89%.Ove ...

Core Insights - Broadridge Financial, a fintech firm, raised its full-year earnings forecast and reported a higher second-quarter profit, driven by strong performance in its investor communications business [1] Financial Performance - The company experienced an increase in second-quarter profit, which contributed to the upward revision of its full-year earnings forecast [1]

Powering and transforming financial markets Earnings Conference Call Fiscal Second Quarter 2026 February 3, 2026 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 of 1995. Statements that are not historical in nature, and which may be identified by the use of w ...

Revenue Growth - Recurring revenues increased by 9% to $1,070 million in Q2 FY'26, with constant currency growth at 8%[2] - Total revenues rose 8% to $1,714 million, while operating income decreased by 2% to $206 million[2] - Distribution revenues increased by 14% to $553 million, driven by higher communication volumes and a postage rate increase[8] - Wealth and Investment Management revenue rose 17%, driven by 11 percentage points from the SIS acquisition and 6 percentage points of organic growth[23] - Total revenues for the six months ended December 31, 2025, reached $3,303.3 million, an increase of 10% from $3,012.1 million in 2024[47] - Recurring revenues for the total company increased by 9% to $2,047.6 million for the six months ended December 31, 2025, compared to $1,880.5 million in 2024[51] - The company experienced a 14% increase in distribution revenues for the three months ended December 31, 2025, reaching $553.2 million compared to $484.5 million in 2024[51] Earnings Performance - Diluted EPS surged 102% to $2.42, and Adjusted EPS increased by 2% to $1.59[2] - Net earnings doubled to $285 million, while Adjusted Net earnings rose by 1% to $187 million[8] - Earnings before income taxes increased by $194.2 million, or 110.0%, to $370.2 million compared to $176.0 million in the prior year[40] - Net earnings for the six months ended December 31, 2025, were $450.0 million, up 102.5% from $222.2 million in the same period of 2024[40] - Basic earnings per share for the three months ended December 31, 2025, were $2.44, compared to $1.22 for the same period in 2024, reflecting a 100.0% increase[40] - Net earnings (GAAP) for the six months ended December 31, 2025, were $450.0 million, significantly higher than $222.2 million for the same period in 2024, marking an increase of 102.5%[57] - Adjusted net earnings (Non-GAAP) rose to $364.7 million for the six months ended December 31, 2025, compared to $302.7 million in 2024, an increase of 20.5%[57] Guidance and Projections - The company raised its FY'26 Adjusted EPS growth guidance to 9-12%[4] - Closed sales for FY'26 are projected to be between $290 million and $330 million[4] - The company expects FY26 adjusted operating income margin (Non-GAAP) to be between 20% and 21%[64] - The guidance for FY26 diluted earnings per share (GAAP) growth is projected to be between 32% and 36%[64] - Forward-looking statements indicate expectations for fiscal year 2026 financial guidance and three-year objectives, subject to risks and uncertainties[31] Operating Expenses and Cash Flow - Operating expenses increased by 12% to $1,096 million, driven by higher distribution and technology-related costs[12] - The company reported a net cash flow from operating activities of $367.1 million for the six months ended December 31, 2025, compared to $111.2 million in 2024[45] - Free cash flow (Non-GAAP) for the six months ended December 31, 2025, was $318.5 million, a substantial increase from $56.3 million in the same period of 2024[59] - Free cash flow is defined as net cash flows from operating activities less capital expenditures and software purchases, providing liquidity for dividends and strategic acquisitions[28] Acquisitions and Strategic Moves - The company completed the acquisition of Acolin Group for approximately $70 million, enhancing its cross-border fund distribution capabilities[18] - The total estimated pre-tax costs related to the closure of a production facility are approximately $20 million, expected to be completed in Q3 of fiscal year 2026[57] Segment Performance - Investor Communication Solutions segment revenues increased by 9% to $2,363.2 million for the six months ended December 31, 2025, compared to $2,164.8 million in 2024[51] - Global Technology and Operations segment revenues also grew by 11% to $940.1 million for the six months ended December 31, 2025, up from $847.2 million in 2024[51] Currency Impact - The impact of foreign currency exchange on recurring revenue growth is expected to be approximately -1% for FY26[64] - The effect of exchange rate changes on cash and cash equivalents resulted in a positive adjustment of $2.9 million for the six months ended December 31, 2025[45]

Core Insights - Broadridge Financial Solutions reported strong second quarter results for fiscal year 2026, with recurring revenues growing by 9% and adjusted EPS increasing by 2% to $1.59, leading to an increase in the adjusted EPS growth outlook to 9-12% for the fiscal year [1][2][5] Financial Performance - Recurring revenues reached $1,070 million, up from $980 million, reflecting a 9% increase year-over-year [1][2] - Total revenues increased by 8% to $1,714 million compared to $1,589 million in the same quarter last year [1][2] - Operating income was $206 million, a slight decrease of 2% from $211 million, with an operating income margin of 12.0% [1][2] - Adjusted operating income rose by 1% to $265 million, with an adjusted operating income margin of 15.5% [1][2] Earnings Metrics - Diluted EPS increased by 102% to $2.42, compared to $1.20 in the prior year [1][2] - Adjusted EPS rose by 2% to $1.59 from $1.56 [1][2] - Net earnings doubled to $285 million, while adjusted net earnings increased by 1% to $187 million [1][2] Segment Performance - Investor Communication Solutions (ICS) total revenues increased by 7% to $1,233 million, driven by growth in digital revenues and the acquisition of Signal Agency Limited [1][2] - Global Technology and Operations (GTO) revenues rose by 9% to $480 million, with wealth and investment management growing by 12% [1][2] Guidance and Outlook - The company reaffirmed its fiscal year 2026 guidance for recurring revenue growth at the higher end of 5-7% and closed sales expected between $290 million and $330 million [1][2] - Adjusted operating income margin guidance remains at 20-21% [1][2] Recent Developments - On January 5, 2026, Broadridge completed the acquisition of Acolin Group Holdco Limited for approximately $70 million, enhancing its capabilities in cross-border fund distribution and regulatory services [2][5]

We came across a bullish thesis on Broadridge Financial Solutions, Inc. on Value investing subreddit by Key_Variety_6287. In this article, we will summarize the bulls’ thesis on BR. Broadridge Financial Solutions, Inc.'s share was trading at $195.96 as of January 29th. BR’s trailing and forward P/E were 25.06 and 20.83 respectively according to Yahoo Finance. First Horizon (FHN) Soars to All-Time High, Then Gives up All Gains Copyright: kritchanut / 123RF Stock Photo Broadridge Financial Solutions, Inc. ...

Brett Keller to step down after 11 years of service NEW YORK, Feb. 2, 2026 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, is pleased to announce the appointment of Trish Mosconi and Christopher Perry as members of its Board of Directors, effective February 2, 2026. Following their appointment, Broadridge's expanded Board will consist of 10 members, eight of whom are independent. Ms. Mosconi will serve on the Audit and Compensation Committees of the Board. Continue ...

Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]

Core Insights - The article emphasizes the convergence of culture, technology, and valuation in future-oriented industries, particularly in digital assets and gaming sectors [1] Group 1: Digital Assets - The focus includes major cryptocurrencies such as XRP, Bitcoin, and Ethereum, which are reshaping global finance [1] - The analysis aims to identify early positioning in these digital assets that are leading the next cycle of growth [1] Group 2: Gaming Industry - The article covers gaming publishers like Nintendo, Capcom, and Square Enix, highlighting their role in transforming entertainment [1] - The approach combines discounted cash flow (DCF) and relative valuation methods to assess these companies [1] Group 3: Consumer Brands - Selected consumer brands such as Monster Beverage, Sprouts, and Macy's are analyzed, where brand strength and consumer behavior are key drivers of long-term value [1] - The analysis seeks to provide insights into how these brands can capitalize on market trends [1]