BR · 8-K · 20261103PR000030
Guidance and Outlook
BROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026-11-03 · Importance 54 · Surprise 24 · In source text
Broadridge reaffirmed fiscal 2027 recurring revenue growth guidance of 6%–8% on a constant-currency basis. It maintained adjusted EPS growth guidance of 8%–12%, adjusted operating margin guidance of approximately 21%, and free cash flow conversion guidance of at least 100%. Fiscal 2027 closed sales guidance remains $290 million–$330 million. The guidance reconciliation estimates approximately $191 million of excluded amortization, acquisition, and restructuring costs and approximately $123 million of capital expenditures and software purchases.
Key facts
- Broadridge will host an Investor Day on December 8, 2026, in New York City, where its executive leadership team will provide new three-year financial objectives. source
- Broadridge reaffirmed FY2027 recurring revenue growth guidance of 6–8% on a constant currency basis, adjusted EPS growth of 8–12%, free cash flow conversion of 100%+, and closed sales of $290–$330 million. source
- FY2027 adjusted operating margin guidance excludes approximately $191 million of amortization of acquired intangibles and purchased intellectual property, acquisition and integration costs, and restructuring and other related costs. source
- FY2027 free cash flow conversion guidance excludes approximately $123 million of capital expenditures, software purchases, and capitalized internal-use software. source
- FY2027 closed sales guidance is $290–$330 million, with no change. source
- FY2027 adjusted EPS growth guidance excludes approximately $1.60 per share of amortization of acquired intangibles and purchased intellectual property, acquisition and integration costs, and restructuring and other related costs. source
- FY2027 GAAP operating margin guidance is approximately 19%, compared with adjusted operating margin guidance of approximately 21%. source
- FY2027 GAAP diluted EPS growth guidance is down 8% to 4%, while adjusted EPS growth guidance is 8–12%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | negative | committed | -2.2% | FY2027 adjusted operating margin guidance excludes approximately $191 million of amortization of acquired intangibles and purchased… |
| cash | negative | committed | -1.2% | FY2027 free cash flow conversion guidance excludes approximately $123 million of capital expenditures, software purchases, and capitalized… |
| revenue | positive | committed | — | Broadridge reaffirmed FY2027 recurring revenue growth guidance of 6–8% on a constant currency basis, adjusted EPS growth of 8–12%, free… |
| net_income | positive | committed | — | Broadridge reaffirmed FY2027 recurring revenue growth guidance of 6–8% on a constant currency basis, adjusted EPS growth of 8–12%, free… |
| cash | positive | committed | — | Broadridge reaffirmed FY2027 recurring revenue growth guidance of 6–8% on a constant currency basis, adjusted EPS growth of 8–12%, free… |