BR · 10-K · 2026A

BROADRIDGE FINANCIAL SOLUTIONS, INC.

Filed 2026-08-04 · Other · View original filing on EDGAR

Ranked Events

• Capital Return ProgramImportance 89 · Surprise 82
  Cash used in financing activities increased $447.7 million to $1,048.5 million in fiscal 2026 from $600.8 million in fiscal 2025. The increase primarily reflected a $468.9 million increase in purchases of treasury…
• Tokenized Money Market FundsImportance 78 · Surprise 100
  Broadridge generated $16.5 million of digital-asset revenue related to Canton Coins in fiscal 2026, contributing approximately one percentage point of Capital Markets recurring revenue growth. The company also recorded…
• Digital Asset GainsImportance 72 · Surprise 100
  Other non-operating income was $245.2 million in fiscal 2026, compared with $7.1 million of other non-operating expense in fiscal 2025. The change primarily resulted from $227.0 million of non-cash gains on digital…
• Supply Chain and Cloud VendorsImportance 64 · Surprise 42
  Brocadridge’s $997.0 million of purchase obligations primarily support its technology infrastructure and include payments to Kyndryl, Inc. under an Amended and Restated IT Services Agreement expiring in fiscal 2032.…
• Net Income and EPS PerformanceImportance 64 · Surprise 56
  Fiscal 2026 net earnings increased $284.8 million, or 34%, to $1,124.3 million from $839.5 million. Diluted earnings per share increased $2.50, or 35%, to $9.60 from $7.10, while diluted weighted-average shares…
• Acquisitions and PartnershipsImportance 59 · Surprise 60
  Broadridge acquired four businesses in fiscal 2026—CQG, Acolin, iJoin, and Signal—for an aggregate cash purchase price of $300.2 million, or $282.8 million net of cash acquired. Acolin and iJoin contributed to…
• Operating Cash Flow TrendsImportance 54 · Surprise 40
  Net cash provided by operating activities increased $174.3 million to $1,345.6 million in fiscal 2026 from $1,171.3 million in fiscal 2025. The increase was driven by a $284.8 million increase in net earnings and a…
• Headcount / RestructuringImportance 53 · Surprise 82
  Broadridge recorded $13.2 million of restructuring and other related costs in fiscal 2026, compared with $7.4 million in fiscal 2025. The costs consisted of severance and other expenses related to closing substantially…
• Contractual ObligationsImportance 49 · Surprise 6
  Total contractual obligations were $5,276.1 million as of June 30, 2026, including $3,274.7 million of debt, $687.6 million of interest and facility fees, $316.9 million of facility and equipment operating leases, and…
• Liquidity and Debt PositionImportance 49 · Surprise 6
  The Company expects domestic and foreign cash, operating cash flows, and borrowing capacity to fund operating activities, quarterly dividends, debt repayments, and material capital expenditures for at least the next 12…
• Operating Expense TrendsImportance 49 · Surprise 32
  Total operating expenses increased $475.7 million, or 8%, to $6,176.2 million in fiscal 2026. Cost of revenues increased $348.4 million, primarily because of approximately $176.7 million of higher postage and…
• Operating Income and MarginsImportance 49 · Surprise 32
  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…
• Income Tax Rate ChangesImportance 45 · Surprise 38
  The effective income tax rate increased 1.5 percentage points to 22.2% in fiscal 2026 from 20.7% in fiscal 2025. The provision for income taxes increased $102.3 million to $321.6 million as pre-tax income increased.…
• Market Demand TrendsImportance 43 · Surprise 32
  Broadridge’s recurring revenues increased 8% in fiscal 2026, with organic growth contributing 7 percentage points in Investor Communication Solutions (ICS) and 4 percentage points in Global Technology and Operations…
• Regulatory Approval MilestonesImportance 37 · Surprise 42
  On July 16, 2026, the SEC proposed Regulation E-Delivery, which would permit—but not require—electronic delivery as the default for disclosures and regulatory materials under the federal securities laws. The proposal…
• Revenue Performance and MixImportance 37 · Surprise 32
  Investor Communication Solutions recurring revenue increased $230.3 million, or 8%, to $2,962.1 million, led by Regulatory growth of 12%, Issuer growth of 8%, Data-Driven Fund Solutions growth of 4%, and Customer…
• Distribution Demand TrendsImportance 31 · Surprise 32
  Distribution revenues increased 9% in fiscal 2026, primarily reflecting approximately $123 million of postage-rate increases and higher volumes. The distribution offering includes physical mailing of proxy materials,…
• Event-Driven Market ActivityImportance 25 · Surprise 32
  Event-driven revenues increased 9% in fiscal 2026, driven by higher equity and other communications activity. Equity proxy contests, special events, corporate actions, mergers and acquisitions, and tender or exchange…

Revenue by Product (in millions)