BR · 10-Q · 2026Q3 · Full report

Operating Income and Margins

BROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026-11-03 · Importance 40 · Surprise 32

Consolidated operating income declined $15.3 million, or 8%, to $173.5 million for the three months ended September 30, 2026, and GAAP operating margin contracted to 10.4% from 11.9%. Adjusted operating income was $229.6 million versus $251.2 million, and adjusted operating margin was 13.8% versus 15.8%. Investor Communication Solutions earnings before income taxes decreased 18% to $103.9 million and its pre-tax margin fell to 9.0% from 11.2%, as lower event-driven revenue and higher operating expenses offset recurring revenue growth. Global Technology and Operations earnings before income taxes increased 47% to $98.6 million, with pre-tax margin improving to 19.1% from 14.6% as higher revenue more than offset higher expenses.