Broadridge said total revenues for the 3 months ended September 30, 2025 rose 12% year over year to $1,589 million from $1,423 million. Operating income was $189 million, up 40%. Operating income margin was 11.9%, compared with 9.4% a year earlier.

1. 01

   Broadridge said total revenues for the 3 months ended September 30, 2025 rose 12% year over year to $1,589 million from $1,423 million. Operating income was $189 million, up 40%. Operating income margin was 11.9%, compared with 9.4% a year earlier.

2. 02

   The company said diluted EPS for Q1 was $1.40, and Adjusted EPS (Non-GAAP) was $1.51, up 51% from $1.00 a year earlier. It said Adjusted EPS excluded the $(0.39) per share unrealized gain on digital assets.

3. 03

   Broadridge said recurring revenues for Q1 rose 9% to $977 million, with constant currency growth of 8%. Event-driven revenues rose 81% to $114 million, and the company cited a higher volume of mutual fund proxy communications as the driver.

4. 04

   The company said it moved recurring revenue growth constant currency (Non-GAAP) guidance for FY26 to the higher end of the 5-7% range. It left the Adjusted EPS growth of 8-12% and Closed sales of $290-$330 million unchanged. The company also said it made 2 tuck-in acquisitions in Q1 and repurchased $150 million of its shares.

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Original filing

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