Broadridge delivered second-quarter results well ahead of consensus forecasts, with total revenues up 8% year-over-year to $1.714 billion. Recurring revenues climbed 9% to $1.070 billion (8% growth on a constant-currency basis), driven by strong organic demand in Investor Communication Solutions and contributions from the Kyndryl SIS acquisition in Global Technology & Operations. Adjusted operating income rose 1% to $265 million, and non-GAAP margins moderated to 15.5% from 16.6% a year ago. Diluted EPS more than doubled to $2.42, reflecting a 102% increase, while adjusted EPS ticked up 2% to $1.59 per share. Closed sales expanded 24% to $57 million, highlighting continued momentum in new business wins.

Management raised its full-year non-GAAP EPS growth guidance to 9–12%, up from 8–12%, and reaffirmed recurring revenue growth of 5–7% at the higher end of the range. The company expects adjusted operating income margins of 20–21% and anticipates closed sales between $290 million and $330 million. Tim Gokey, CEO, emphasized that elevated event-driven activity and strength in investor communications underpin the outlook, while ongoing investments in tokenization, digital communications and shareholder engagement will support sustained margin expansion and long-term earnings accretion.

Broadridge appointed Trish Mosconi and Christopher Perry to its Board of Directors, expanding the board to ten members with eight independent directors. Ms. Mosconi brings deep expertise from Boston Consulting Group and Synchrony Financial in fintech strategy, digital transformation and AI. Mr. Perry, Broadridge’s President since 2020, adds leadership continuity on growth strategy, international expansion and corporate development. Concurrently, long-time director Brett Keller will step down on April 30, 2026, to pursue a full-time missionary assignment in Japan, prompting the company to thank him for 11 years of service during a period of significant innovation and market expansion.