EarningsQ2 2026 Earnings Report

SS&C Technologies Holdings (SSNC) Q2 2026 Earnings Report

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Previous Report: Q1 2026

MX:SSNC Q2 2026 EPS Results

Actual EPS$31.96

Consensus EPS$30.49

Beat/MissBeat by +$1.47

One Year Ago EPS$26.33

MX:SSNC Q2 2026 Revenue Results

Actual Revenue$30.80B

Expected Revenue$30.23B

Beat/MissBeat by +$569.45M

YoY Revenue Growth+10.34%

Earnings Announcement Details

QuarterQ2 2026

Date07/23/2026

TimeAfter Close

Conference CallThursday, July 23, 2026

MX:SSNC Upcoming Earnings

SS&C Technologies Holdings's next earnings date is estimated for October 22, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

MX:SSNC Q2 2026 Earnings Call

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Q2 2026 Earnings Slide Deck

Q2 2026 Earnings Call Summary

Q2 2026

Earnings Call Date:Jul 23, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong operational momentum and record adjusted financial results (revenue, EBITDA, EPS) alongside substantial shareholder returns and promising commercial traction (AI, tokenization, DomaniRx). These positives are moderated by a high leverage profile, quarter-to-quarter lumpiness driven by renewal timing, notable GAAP/non-GAAP differences, and ongoing investment needs. Management raised full-year guidance while balancing buybacks and potential refinancing plans, signaling confidence but with capital structure and program continuity risks to monitor.

Company Guidance

Management provided near-term and full-year guidance with specific ranges and assumptions: for Q3 2026 they expect revenue of $1.657B–$1.697B (implying ~5% organic growth at the midpoint), adjusted net income of $413M–$429M, interest expense (excl. amortization/OID) of $103M–$105M, and adjusted diluted EPS of $1.73–$1.79. For full-year 2026 they increased revenue guidance to $6.672B–$6.832B (about 5.5% organic growth at the midpoint), target EBITDA growth of 9.3% with 50 bps margin expansion and a Q4 margin goal of ~40%, cash from operations of $1.717B–$1.817B, adjusted net income of $1.67B–$1.77B, and adjusted diluted EPS of $6.93–$7.25 (roughly 15.5% growth at the midpoint). Assumptions include an adjusted effective tax rate of ~22.5%, capex of 4.4%–4.8% of revenue, short-term rates remaining at current levels, a stronger weighting to share repurchases versus debt paydown, and active exploration of bond refinancing for 2027 maturities.

Record Quarterly Financials

Adjusted revenue of $1,696.9M, up 10.3% year-over-year; adjusted consolidated EBITDA $670.7M, up 11.7% with a margin of 39.5% (expanding 50 bps); adjusted diluted EPS $1.76, up 18.1%.

Strong Organic Growth

Adjusted organic revenue growth of 7.6% (constant currency), driven by large businesses, new wins, multiyear renewals and market/transaction tailwinds.

Robust Cash Generation and Shareholder Returns

Cash from operating activities of $716M for the six months ended June 30, 2026, up 11% YoY; returned $499M to shareholders in the quarter, including a record quarterly buyback of 6.4M shares for $435.2M; diluted shares down ~4% YoY (252.2M to 242M).

Acquisitions Performing Ahead of Expectations

Curo and Calastone, completed late 2025, are tracking ahead of expectations; Calastone added 431 clients to its network and management expects mid‑teens growth from Calastone in 2026.

Product & Market Momentum (AI, Tokenization, Healthcare)

Deployment of AI/Agentic capabilities across products (WorkHQ example) and governance-first approach driving sales momentum; Calastone roadmap enabling tokenized fund issuance and settlement with digital cash; DomaniRx processed nearly 3 million claims for Humana's Medicare GLP-1 Bridge Program since July 1, demonstrating scale and reliability.

Upgraded Full-Year Guidance

Full-year 2026 revenue guidance raised to $6.672B–$6.832B with ~5.5% organic growth at midpoint; targeted EBITDA growth ~9.3% and adjusted diluted EPS guidance $6.93–$7.25 (~15.5% growth at midpoint); cash from operations guidance $1.717B–$1.817B.

MX:SSNC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Oct 22, 2026	2026 (Q3)	32.09 / -	28.513	―
Jul 23, 2026	2026 (Q2)	30.49 / 31.96	26.334	21.38% (+5.63)
Apr 23, 2026	2026 (Q1)	29.98 / 30.69	26.152	17.36% (+4.54)
Feb 05, 2026	2025 (Q4)	29.19 / 30.69	28.695	6.96% (+2.00)
Oct 23, 2025	2025 (Q3)	26.77 / 28.51	23.428	21.71% (+5.09)
Jul 23, 2025	2025 (Q2)	25.17 / 26.33	23.065	14.17% (+3.27)
Apr 24, 2025	2025 (Q1)	25.53 / 26.15	23.247	12.50% (+2.91)
Feb 06, 2025	2024 (Q4)	24.10 / 28.69	22.883	25.40% (+5.81)
Oct 24, 2024	2024 (Q3)	22.88 / 23.43	21.249	10.26% (+2.18)
Jul 25, 2024	2024 (Q2)	21.72 / 23.06	19.614	17.59% (+3.45)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed