BR

Miss

Earnings Call

Aug 4, 2026

Q2 FY2026

EPS Estimate

3.76

EPS Actual

1.59

Post-Earnings Close

$168.41

Earnings Reaction

+7.0%

Overview

Broadridge Financial Solutions delivered a solid fiscal second quarter, with recurring revenues growing 9% reported (8% constant currency) and adjusted EPS of $1.59, up 2% year-over-year. The modest EPS growth relative to revenue reflects a tough year-over-year comparison against record event-driven revenues in Q2 fiscal 2025, a dynamic management flagged clearly and one that will normalize as the year progresses. On the strength of first-half execution, Broadridge raised its full-year adjusted EPS growth guidance to 9%-12% from the prior 8%-12% floor, while reaffirming recurring revenue growth at the higher end of the 5%-7% range and closed sales of $290-$330 million.

Key Themes

Segment momentum and mix

The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several

Segment momentum and mix

The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several

Segment momentum and mix

The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several

Segment momentum and mix

The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several

Notable Quotes

“We are confident in the trajectory of the business and the investments we are making across the portfolio, and we expect the momentum we saw this quarter to carry into the back half of the year.”

Chief Executive Officer

“We are confident in the trajectory of the business and the investments we are making across the portfolio, and we expect the momentum we saw this quarter to carry into the back half of the year.”

Report generated on Aug 3, 2026

AI-generated earnings analysis. Not investment advice.

Q&A Summary

The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.

BR

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Overview

Q&A Summary