Broadridge (BR) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.

Tuesday, February 3, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Timothy C. Gokey

• Chief Financial Officer — Ashima Ghei

Need a punctuation from a Motley Fool analyst? Email [email protected]

Timothy C. Gokey: Thank you, Edings. Good morning. I'm delighted to beryllium present this greeting to sermon our beardown 2nd 4th results and supply an update connected immoderate of our strategical initiatives. Entering the 2nd fractional of our fiscal year, the marketplace backdrop remains positive. U.S. equity markets roseate 16% successful calendar 2025, and they mostly remained beardown successful January. Our clients are intelligibly benefiting from beardown superior markets activity, and truthful are we. I'm particularly excited to beryllium present contiguous due to the fact that the accelerating gait of exertion and a pro-innovation regulatory docket are unneurotic creating breathtaking change. And Broadridge Financial Solutions, Inc. is uniquely positioned to assistance our manufacture thrust innovation astatine scale.

A fewer examples: Tokenization continues to summation steam crossed superior markets, wealth, and plus management. In shareholder engagement, a quiescent gyration is transforming however funds and nationalist companies prosecute shareholders and negociate proxy. Digital communications are driving down the outgo of interacting with shareholders and expanding capitalist engagement. And of course, AI is enabling each this astatine a faster pace. These are the kinds of transformational changes we person built Broadridge Financial Solutions, Inc. to address. And our quality to thrust innovation astatine standard is creating accidental for the aboriginal adjacent arsenic it translates into results today. So let's excavation into those results. Starting with the headlines connected leafage three.

First, Broadridge Financial Solutions, Inc. delivered a beardown 2nd 4th including 8% recurring gross maturation changeless currency and adjusted EPS of $1.59. Second, we proceed to execute connected our strategy to democratize investing, to simplify and innovate trading, and to modernize wealthiness management. We're opening to spot affirmative incremental impacts from delivering caller forms of shareholder engagement, extending our omni-channel integer capabilities, and driving tokenization crossed governance, superior markets, and wealth. All enhanced by our level and AI capabilities. Third, we stay committed to balanced superior allocation to thrust shareholder value.

We are connected way to present different twelvemonth of 100% positive escaped currency travel conversion, which gives america ongoing flexibility to prosecute further compelling M&A opportunities portion returning superior to shareholders. Fourth and last, we stay connected way to present beardown results successful fiscal 2026 and beyond. We are reaffirming our 2026 guidance for recurring gross growth, margins, and closed sales, and we are raising our outlook for adjusted EPS maturation to 9% to 12%. That outlook keeps america connected way to present connected our three-year apical and bottommost enactment objectives. Let's determination to the drivers of those results connected Slide four. Starting with our Governance business, wherever we proceed to thrust the democratization and digitization of investing.