BR · Earnings call · 2026Q2T · Full report

Fiscal 2027 Guidance

BROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026-08-04 · Importance 73 · Surprise 76 · No source text

Management guides to fiscal 2027 recurring-revenue growth of 6% to 8% in constant currency and adjusted EPS growth of 8% to 12%. Adjusted operating income margin is expected to reach approximately 21%, supported by operating leverage and $25 million of AI productivity gains, while the tax rate is projected at 22%. Closed sales are forecast at $290 million to $330 million, supported by a $470 million recurring-revenue backlog, and event-driven revenue is expected to moderate to $250 million to $300 million. Distribution revenue is expected to grow at a mid-single-digit rate because of higher postage rates, creating dilution to reported margins.

Key facts

• Fiscal 2027 guidance: 5% to 7% organic growth with an additional 1 percentage point from acquisitions.
• Guidance for fiscal 2027: 6% to 8% recurring revenue growth.
• Guidance for fiscal 2027: 8% to 12% adjusted EPS growth.
• Guidance: recurring revenue growth constant currency of 6% to 8% with balanced growth across ICS and GTO; fiscal '26 acquisitions expected to contribute 1 point to growth.
• Guidance: expect adjusted EPS growth of 8% to 12% with embedded tax rate of 22%.
• Guidance: expect event-driven revenues to moderate to the range of $250 million to $300 million.
• Q1 adjusted EPS is expected to account for approximately 11% to 13% of full year earnings.

Impact estimates