BR · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

BROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026-11-03 · Importance 37 · Surprise 32 · In source text

For the three months ended September 30, 2026, revenue increased 5% year over year to $1,668.7 million from $1,589.4 million. Recurring revenue rose 11% to $1,083.1 million, including 9 percentage points of organic growth; event-driven revenue fell 41% to $67.4 million, while distribution revenue grew 4% to $518.2 million. Distribution revenue growth was driven primarily by approximately $18 million in postage rate increases, and lower mutual fund proxy activity drove the decline in event-driven revenue.

Key facts

• Broadridge's recurring revenues increased $105.6 million, or 11%, to $1,083.1 million for the three months ended September 30, 2026; recurring revenue growth constant currency was 11%, including 9 points from organic growth. source
• Broadridge reported consolidated revenue of $1,668.7 million for the three months ended September 30, 2026, up $79.3 million, or 5%, from $1,589.4 million. source
• Broadridge's closed sales for the three months ended September 30, 2026 were $35.6 million, up $3.0 million, or 10%, from $32.5 million for the same 2025 period. source
• Broadridge's distribution revenues increased $20.0 million, or 4%, primarily due to a postage rate increase of approximately $18 million. source
• Broadridge's closed sales for the three months ended September 30, 2026 and September 30, 2025 included allowance adjustments of $1.9 million and $1.7 million, respectively. source

Impact estimates