Broadridge reported total revenues of $1.714 billion for Q2 FY2026, up 8% from $1.589 billion a year ago. Recurring revenues rose 9% to $1.070 billion, reflecting 8% constant-currency growth driven by 7% organic expansion and contributions from recent acquisitions in both Investor Communication Solutions (ICS) and Global Technology & Operations (GTO). Diluted earnings per share surged 102% to $2.42, largely due to a net earnings increase of 100% to $285 million, while Adjusted EPS climbed 2% to $1.59. Operating income was $206 million (12.0% margin), compared with $211 million (13.3% margin) in the prior year, and Adjusted Operating income reached $265 million (15.5% margin).

In ICS, revenues grew 7% to $1.233 billion, with recurring revenues up 9% to $590 million—driven by regulatory solutions (18% growth), mutual fund/ETF positions (15%) and issuer services (8%). Distribution revenues increased 14% to $553 million, reflecting higher mailing volumes and a $32 million postage rate adjustment. Event-driven revenues declined 27% to $91 million as lower mutual fund proxy activity offset gains in equity events. In GTO, recurring revenues rose 9% to $481 million (8% constant-currency), bolstered by organic growth in Wealth & Investment Management (12%) and the SIS acquisition, while capital markets solutions climbed 8%. GTO pre-tax margins expanded to 16.1% from 11.3%, with earnings before taxes of $78 million, up 56%.

Broadridge elevated its FY2026 Adjusted EPS growth guidance to a range of 9–12% (up from 8–12%), reaffirming expectations for recurring revenue constant-currency growth at the higher end of 5–7%, adjusted operating income margins of 20–21%, and closed sales targets of $290–$330 million. Management cited sustained organic momentum—highlighted by 8% recurring revenue growth constant currency in Q2—and ongoing investments in tokenization, shareholder engagement and digital communications as the foundation for enhanced bottom-line performance.