Ss&c Technologies Holdings Stock Earnings Reports

SS&C reported a strong Q1 2026 with record adjusted revenue of $1.648 billion (up 9%), adjusted diluted EPS of $1.69 (up 14%), and adjusted consolidated EBITDA of $651 million (up 10%) with a 39.5% margin. Adjusted organic revenue growth was 5% (constant currency), driven by GIDS (+10.4%), GlobeOp (+6.7%) and contributions from recent acquisitions (including Calastone). The company added $581 billion in AUA since Q1 2024. SS&C is emphasizing AI and automation as structural tailwinds—integrating AI across product development, operations and client workflows, and plans to launch Blue Prism WorkHQ (Agentic workflow orchestration). Capital return was a priority in Q1: $233 million returned to shareholders via $168 million of buybacks (2.3 million shares) and $65 million in dividends; management signaled stronger conviction in repurchases absent attractive acquisitions. Cash from operations rose 10% to $300 million; cash $421 million, gross debt $7.5 billion, net debt $7.1 billion, LTM EBITDA $2.6 billion and net leverage ~2.76x. Management raised full-year 2026 guidance: revenue $6.664B–$6.824B (midpoint ~5.3% organic growth), adjusted net income $1.665B–$1.765B, and adjusted diluted EPS $6.74–$7.06 (≈12% growth at midpoint). They reiterated disciplined expense management, continued investment in R&D/sales, a target of ~50 bps annual EBITDA margin expansion and a Q4 margin goal near 40%.