BR · 8-K · 20260804PR000022

Guidance and Outlook

BROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026-08-04 · Importance 63 · Surprise 60 · Contradicted

For fiscal year 2027, Broadridge guides to 6–8% recurring revenue growth on a constant-currency basis, approximately 21% adjusted operating income margin, and 8–12% adjusted EPS growth. The company expects free cash flow conversion of more than 100% and closed sales of $290–330 million. Guidance assumes a foreign-exchange impact ranging from 0% to negative 0% based on forward rates as of July 2026 and excludes approximately $145 million of amortization, acquisition and integration, and restructuring costs from adjusted margin guidance.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiveprobable+7.0%Fiscal year 2027 guidance: Recurring revenue growth constant currency 6-8%, Adjusted Operating income margin ~21%, Adjusted EPS growth…
revenuepositiveprobable+3.5%Fiscal year 2027 guidance: Recurring revenue growth constant currency 6-8%, Adjusted Operating income margin ~21%, Adjusted EPS growth…
operating_incomepositiveprobable+3.3%FY27 adjusted operating income margin guidance of ~21% is adjusted to exclude approximately $145 million of amortization of acquired…
marginunclearprobableFiscal year 2027 guidance: Recurring revenue growth constant currency 6-8%, Adjusted Operating income margin ~21%, Adjusted EPS growth…
net_incomepositiveprobableFiscal year 2027 guidance: Recurring revenue growth constant currency 6-8%, Adjusted Operating income margin ~21%, Adjusted EPS growth…
cashpositiveprobableFiscal year 2027 guidance: Recurring revenue growth constant currency 6-8%, Adjusted Operating income margin ~21%, Adjusted EPS growth…
cashnegativeprobableFY27 free cash flow conversion guidance is adjusted to exclude approximately $118 million of capital expenditures and software purchases…
net_incomepositiveprobableFY27 adjusted EPS growth guidance excludes approximately $0.99 per share impact of Amortization of Acquired Intangibles and Purchased…