BR · 8-K · 20260804PR000022

Revenue Performance and Mix

BROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026-08-04 · Importance 36 · Surprise 14 · From source text

Fiscal 2026 total revenue increased 9% to $7,477 million from $6,889 million, while recurring revenue rose 8% to $4,878 million. Fourth-quarter total revenue increased 7% to $2,220 million, including recurring revenue growth of 8% to $1,542 million, event-driven revenue down 10% to $71 million, and distribution revenue up 8% to $606 million. Distribution revenue increased $189 million, or 9%, for the year, primarily from approximately $123 million of postage-rate increases and higher volumes. Fiscal 2026 ICS revenue increased 9% to $5,561 million and GTO recurring revenue increased 8% to $1,916 million, with GTO Wealth and Investment Management recurring revenue rising 11%.

Key facts

• Fourth quarter recurring revenues: $1,542 million, up 8% from prior year. source
• Fiscal year 2026 recurring revenues: $4,878 million, up 8% from prior year. source
• Fourth quarter total revenues: $2,220 million, increased 7% from $2,065 million. source
• Fiscal year total revenues: $7,477 million, increased 9% from $6,889 million. source
• Fiscal year distribution revenues: $2,251 million, increased 9% primarily driven by postage rate increases of approximately $123 million and higher volumes. source
• ICS fourth quarter total revenues: $1,732 million, an increase of $132 million, or 8%. source
• Fourth quarter distribution revenues: $606 million, increased 8% driven primarily by postage rate increases of approximately $32 million. source
• GTO fourth quarter recurring revenues: $488 million, an increase of $23 million, or 5%. source

Impact estimates