BR · 8-K · 20260804PR000022

Operating Expense Trends

BROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026-08-04 · Importance 30 · Surprise 14 · In source text

Fourth-quarter ICS operating expenses increased 8%, or $91 million, to $1,201 million. The increase was driven by higher distribution expenses, volume-related expenses, and the impact of acquisitions and investments. Fiscal 2026 ICS operating expenses rose 10%, or $398 million, to $4,457 million, causing its pre-tax margin to decline to 19.8% from 20.6%. Consolidated selling, general and administrative expense increased to $1,075.5 million from $948.2 million, while cost of revenues increased to $5,100.7 million from $4,752.3 million.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
operating_incomenegativerealized-17.9%Fiscal year ICS operating expenses rose 10%, or $398 million, to $4,457 million, driven by distribution expenses, other volume-related…
operating_incomenegativerealized-4.1%Fourth quarter operating expenses for ICS rose 8%, or $91 million, to $1,201 million driven by higher distribution expenses,…