Broadridge Financial Solutions, Inc. · NYSE:BR
Broadridge Financial Solutions — Q1 2027 Earnings Presentation
29 slides from Broadridge Financial Solutions's earnings presentation, Nov 3, 2026
Slide 1: Earnings Conference Call Fiscal First Quarter 2027
Powering and transforming financial markets Earnings Conference Call Fiscal First Quarter 2027 November 3, 2026 EXHIBIT 99.2
Slide 2: Forward-Looking Statements
1 Forward-Looking Statements This presentation and other written or oral statements made from time to time by representatives of Broadridge Financial Solutions, Inc. ("Broadridge" or the "Company") contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform A
Slide 3: Use of Non-GAAP financial measures, KPIs and foreign exchange rates
2 Use of Non-GAAP financial measures, KPIs and foreign exchange rates Use of Non-GAAP Financial Measures This presentation includes certain Non-GAAP financial measures including Adjusted Operating income, Adjusted Operating income margin, Adjusted Net earnings, Adjusted earnings per share (“EPS”), F
Slide 4: Key messages
3 Key messages Broadridge delivered strong Q1’27 results, including 11% Recurring revenue growth constant currency and 10% growth in Closed sales We are executing on our strategy of democratizing and digitizing governance, simplifying and innovating capital markets, and modernizing wealth management
Slide 5: Executing across Governance, Capital Markets, and Wealth & Investment Management
4 Broadridge is executing across Governance, Capital Markets, and Wealth & Investment Management Governance Capital Markets Wealth & Investment Mgmt. $568M +10% YoY $327M +17% YoY $188M +6% YoY • Investor participation trends included continued strong growth in equity positions and accelerating fund
Slide 6: Leading Tokenization Driving Digital Engagement; Scaling AI
5 Leading Tokenization Driving Digital Engagement • Goldman Sachs and Tesla among newest clients for our Standing Voting Instructions capability, simplifying retail voting and engagement • SEC paves the way to extend Standing Voting Instructions to fund elections • Engaging with clients on implement
Slide 7: Summary financial results
6 Summary financial results FIRST QUARTER $ in millions, except per share data 2027 2026 Inc./(Dec.) Recurring revenues $1,083 $977 11% Total revenues 1,669 1,589 5% Operating income 174 189 (8%) Adjusted Operating income (Non-GAAP) 230 251 (9%) Diluted earnings per share $0.83 $1.40 (41%) Adjusted
Slide 8: First quarter 2027 segment Recurring revenues
7 First quarter 2027 segment Recurring revenues $182 $34 $122 $230 Q1'26 Q1'27 Regulatory Customer Comms. Data-Driven Fund Solutions Issuer 4% 3% 10% 17% ICS RECURRING REVENUES GTO RECURRING REVENUES $568 $ in millions; growth in constant currency +10% +13% Information about our use of Non-GAAP meas
Slide 9: Key volume drivers: position and trade growth
8 3% 11% 15% 18% 12% 17% 15% 17% 16% 11% 14% 7% 11% 11% 14% 11% 6% 5% 6% 7% 2% 15% 6% 7% 16% Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Key volume drivers: position and trade growth 10% 13% 14% 14% 17% 11% 16% 15% 7%INTERNAL TRADE GROWTH EQUITY & MUTUAL FUND/ETF POSITION GROWTH 1. Q1’26 e
Slide 10: First quarter 2027 Recurring revenue growth drivers
9 $977 Q1'26 Recurring Revenues Closed Sales Client Losses Internal Growth Acquisitions Q1'27 Rec. Rev. Constant Currency FX Q1'27 Recurring Revenues RECURRING REVENUE GROWTH CONSTANT CURRENCY WAS 11% First quarter 2027 Recurring revenue growth drivers ICS $518M 4 pts (2) pts 6 pts 1 pt 10% (0) pts
Slide 11: First quarter 2027 Total revenue growth drivers
10 $63 $125 $53 $79 $114 $91 $73 $71 $67 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 FIRST QUARTER 2027 TOTAL REVENUE GROWTH DRIVERS First quarter 2027 Total revenue growth drivers QUARTERLY EVENT-DRIVEN REVENUES $ in millions. Pts contribution to growth $1,589 Q1'26 Total Revenues Recurri
Slide 12: Operating income margin and Adjusted Operating income margin
11 Operating income margin and Adjusted Operating income margin 10.4%11.9% Q1'26 Q1'27 OPERATING INCOME MARGIN ADJUSTED OPERATING INCOME MARGIN (NON- GAAP) 13.8% 15.8% Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 21 – 27 Q1’27 OPERATING I
Slide 13: Earnings per share and Adjusted earnings per share
12 $6.46 $7.01 $7.73 $8.55 FY'22 FY'23 FY'24 FY'25 FY'26 FY'27 Guidance Earnings per share and Adjusted earnings per share $5.86 $7.10 $9.60$0.83$1.40 Q1'26 Q1'27 +9% +10% EARNINGS PER SHARE ADJUSTED EARNINGS PER SHARE (NON- GAAP) $1.56 +11% $1.51 Information about our use of Non-GAAP measures and r
Slide 14: Closed sales
13 FY'22 FY'23 FY'24 FY'25 FY'26 FY'27 Guidance Closed sales $ in millions $342 Q1'26 Q1'27 $33 $36 $288 CLOSED SALES $280 $290 – $330 $246 $305
Slide 15: Free cash flow
14 FY'22 FY'23 FY'24 FY'25 FY'26 FY'27 Guidance 100%+ Free cash flow $ in millions $13 $76 Q1'26 Q1'27 Q1’27 FREE CASH FLOW FISCAL YEAR FREE CASH FLOW CONVERSION 1. Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 21 – 27 2. Free cash flow co
Slide 16: Capital allocation
15 $111 $198 FY'22 FY'23 FY'24 FY'25 FY'26 FY'27 (E) SELECT CAPITAL ITEMS Q1’27 Capital allocation $ in millions, except per share data 2 1 TOTAL CAPITAL RETURNS $2.56 $2.90 $3.20 $3.52 $3.90 $4.36 11% 13% 10% 10% 11% 12% DIVIDENDS PER SHARE 6 $312 $253 $781 4 $475 YTD Net Share Repurchases YTD Divi
Slide 17: Fiscal Year 2027 guidance
16 Fiscal Year 2027 guidance FY’27 GUIDANCE UPDATES Recurring revenue growth constant currency (Non-GAAP) 6 – 8% No Change Adjusted Operating income margin (Non-GAAP) ~21% No Change Adjusted earnings per share growth (Non-GAAP) 8 – 12% No Change Free cash flow conversion (Non-GAAP) 100%+ No Change C
Slide 18: Save the Date - Broadridge's Investor Day
Save the Date - Broadridge’s Investor Day Broadridge will host its Investor Day on December 8, 2026 in New York City
Slide 19: Appendix
Appendix Broadridge
Slide 20: Supplemental reporting detail - product line reporting
19 Supplemental reporting detail ‒ product line reporting (Unaudited) 2025 2026 2027 YoY % Dollars in millions FY Q1 Q2 Q3 Q4 FY Q1 Growth Investor Communication Solutions ("ICS") Regulatory $1,281 $197 $249 $399 $590 $1,435 $230 17% Data-driven fund solutions 459 111 113 126 130 480 122 10% Issuer
Slide 21: Explanation of Non-GAAP Measures and Reconciliation of GAAP to Non-GAAP Measures
Explanation of Non-GAAP Measures and Reconciliation of GAAP to Non- GAAP Measures
Slide 22: Non-GAAP measures
21 Non-GAAP measures Explanation and Reconciliation of the Company’s Use of Non-GAAP Financial Measures The Company’s results in this presentation are presented in accordance with U.S. generally accepted accounting principles ("GAAP") except where otherwise noted. In certain circumstances, results h
Slide 23: Non-GAAP measures
22 Non-GAAP measures We exclude Acquisition and Integration Costs, Restructuring and Other Related Costs, Gains or Losses on Digital Assets, Litigation Settlement Charges, Russia-Related Exit Costs, Real Estate Realignment and Covid-19 Related Expenses, and Investment Gains from our Adjusted Operati
Slide 24: Reconciliation of GAAP to Non-GAAP measures
23 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Global Technology and Operations Capital Markets Wealth and Investment Management Total Recurring revenue growth (GAAP) 17% 5% 12% Impact of foreign currency exchange 0% 1% 0% Recurring revenue growth constant currency (Non-GAAP) 17% 6% 13%
Slide 25: Operating income reconciliation
24 (Unaudited) Three Months Ended September 30, Fiscal Year Ended June 30, Dollars in millions 2026 2025 2026 2025 2024 2023 2022 Operating income (GAAP) $173.5 $188.8 $1,300.6 $1,188.6 $1,017.1 $936.4 $759.9 Adjustments: Amortization of Acquired Intangibles and Purchased Intellectual Property 38.9
Slide 26: Free cash flow and Adjusted Net earnings reconciliation
25 (Unaudited) Three Months Ended September 30, Fiscal Year Ended June 30, Dollars in millions 2026 2025 2026 2025 2024 2023 2022 Net cash flows from operating activities (GAAP) $ 93.2 $ 42.3 $ 1,345.6 $1,171.3 $1,056.2 $823.3 $443.5 Capital expenditures and Software purchases and capitalized intern
Slide 27: Earnings per share reconciliation
26 (Unaudited) Three Months Ended September 30, Fiscal Year Ended June 30, Dollars in millions, except per share amounts 2026 2025 2026 2025 2024 2023 2022 Diluted earnings per share (GAAP) $0.83 $1.40 $9.60 $7.10 $5.86 $5.30 $4.55 Adjustments: Amortization of Acquired Intangibles and Purchased Inte
Slide 28: Fiscal Year 2027 guidance reconciliation
27 Fiscal Year 2027 FY27 Recurring revenue growth Impact of foreign currency exchange (a) (0%) – 0% Recurring revenue growth constant currency (Non-GAAP) 6 - 8% FY27 Adjusted Operating income margin (b)(e) Operating income margin % (GAAP) ~19% Adjusted Operating income margin % (Non-GAAP) ~21% FY27
Slide 29: Earnings Conference Call Contacts
Broadridge Fiscal First Quarter 2027 Earnings Conference Call Contacts W. Edings Thibault [email protected] Live Call Information Date: November 3, 2026 Start Time: 8:30 A.M. ET Toll-Free: 1-877-328-2502 International: 1-412-317-5419 Webcast: broadridge-ir.com Replay Options Online replay
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