BR · Full Picture

BROADRIDGE FINANCIAL SOLUTIONS, INC. — the full picture

Earnings window · 2026-07-14 to 2026-08-09 · anchored on the 10-K report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 82
    -1.1% revenue; 4 sources (news, press_release, sec_filing, transcript); 3 forward row(s); structured_verified
    Guidance: expect closed sales of $290 million to $330 million.
  2. Contractual Obligations · Commitments & obligationsPriority 80
    -50.3% liability; 2 forward row(s); quote_verified
    Total principal repayments of Long-term debt (Debt) as of June 30, 2026 are $3,274.7 million, with $2,774.7 million in the 4-5 Years period and $500.0 million After 5 Years.
  3. Guidance and Outlook · Guidance & outlookPriority 79
    +7.0% revenue; 2 sources (news, press_release); 10 forward row(s); quote_verified
    Fiscal year 2027 guidance: Recurring revenue growth constant currency 6-8%, Adjusted Operating income margin ~21%, Adjusted EPS growth 8-12%, Free cash flow conversion 100%+, Closed sales $290-330 million.
  4. Capital Return Program · Buybacks & dividendsPriority 76
    4 sources (news, press_release, sec_filing, transcript); 4 forward row(s); quote_verified
    The Board authorized a new share repurchase program to repurchase up to $1.5 billion of outstanding common stock with no expiration date on August 3, 2026.
  5. Operating Income and Margins · Operating income & profitabilityPriority 74
    +12.8% net_income (realized); 3 sources (news, press_release, sec_filing); structured_verified
    Adjustments to Operating income: Amortization $203.6 million; Acquisition and Integration Costs $17.5 million; Restructuring and Other Related Costs $13.2 million — resulting in Adjusted Operating income (Non-GAAP) of $1,534.8 million for fiscal year 2026.
  6. Fiscal 2027 Guidance · Guidance & outlookPriority 71
    +6.0% revenue; 5 forward row(s); quote_verified
    Fiscal 2027 guidance: 5% to 7% organic growth with an additional 1 percentage point from acquisitions.
  7. Free Cash Flow and Liquidity · UnclassifiedPriority 66
    +10.6% revenue; 1 forward row(s); quote_verified
    Broadridge generated $1.2 billion in free cash flow in fiscal '26, up 17%, and free cash flow conversion was 110%.
  8. Operating Cash Flow Trends · Cash flow generationPriority 66
    -9.2% cash (realized); structured_verified
    Net cash flows from financing activities for the year ended June 30, 2026 were $(1,048.5) million compared to $(600.8) million for the year ended June 30, 2025, a decrease of $447.7 million.
  9. Operating Expense Trends · Operating expenses (SG&A)Priority 66
    -8.5% operating_income (realized); 2 sources (press_release, sec_filing); structured_verified
    Fiscal year ICS operating expenses rose 10%, or $398 million, to $4,457 million, driven by distribution expenses, other volume-related expenses and the impact of acquisitions.
  10. Supply Chain and Cloud Vendors · Supply chain & operationsPriority 64
    1 forward row(s); quote_verified
    Purchase obligations relate to payments to Kyndryl, Inc. under the Amended and Restated IT Services Agreement that expires in fiscal year 2032, the Private Cloud Agreement that expires in fiscal year 2030, and the AWS Cloud Agreement that expires in fiscal year 2027, as well as other data center arrangements and software license agreements.
  11. Acquisitions and Partnerships · M&A and divestituresPriority 63
    -3.2% cash (realized); 3 sources (press_release, sec_filing, transcript); 2 forward row(s); structured_verified
    Closed four acquisitions for $283 million, including CQG which closed in May.
  12. Market Demand Trends · Demand, orders & backlogPriority 63
    4 sources (news, press_release, sec_filing, transcript); 3 forward row(s); quote_verified
    Fourth quarter Closed sales were $158 million, up 39% year-over-year

Threads by pillar

Revenue & Demand Priority 89 · 5 threads

Costs & Margins Priority 91 · 7 threads

Capital & Balance Sheet Priority 93 · 6 threads

Strategy & Portfolio Priority 64 · 2 threads

Legal, Regulatory & Policy Priority 51 · 2 threads

Guidance & Outlook Priority 82 · 2 threads

Macro & Market Conditions Priority 36 · 2 threads

Management & Governance Priority 37 · 2 threads

Unclassified Priority 88 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
liability-50.3%+50.3%—
revenue+22.4%+24.6%+26.3%
operating_income+4.2%+4.2%-8.2%
margin+2.4%+2.4%+3.5%
cash——-12.4%
net_income——+30.5%