BR · 10-K · 2026A · Full report

Operating Income and Margins

BROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026-08-04 · Importance 49 · Surprise 32 · No source text

Consolidated operating income increased $112.0 million, or 9%, to $1,300.6 million in fiscal 2026, and operating margin increased from 17.3% to 17.4%. Investor Communication Solutions earnings before income taxes increased 5% to $1,103.5 million, but its pre-tax margin declined 0.8 percentage points to 19.8% because operating expenses increased 10%, or $398.3 million. Global Technology and Operations earnings before income taxes increased 48% to $297.8 million, and its pre-tax margin expanded 4.2 percentage points to 15.5% as revenue growth more than offset higher expenses. Corporate and Other earnings before income taxes improved by $241.1 million to $44.5 million, primarily because of digital-asset gains and lower interest expense.

Key facts

• 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. source
• Operating income for fiscal year ended June 30, 2026: $1,300.6 million, up $112.0 million from $1,188.6 million; Operating margin 17.4% (up 0.1 pts). source
• Earnings before income taxes for fiscal year ended June 30, 2026: $1,445.8 million, up $387.1 million from $1,058.7 million. source
• Earnings before income taxes for Investor Communication Solutions for fiscal year 2026: $1,103.5 million, up $49.5 million from $1,054.0 million; pre-tax margin 19.8% (down from 20.6%). source
• Global Technology and Operations earnings before income taxes for fiscal year 2026: $297.8 million, up $96.5 million from $201.4 million; pre-tax margin 15.5% (up from 11.3%). source
• Adjusted Operating income margin (Non-GAAP) for fiscal year 2026: 20.5% (compared to 20.5% prior year). source

Impact estimates