SS&C Technologies (SSNC) Q1 2026 earnings summary

Executive summary

• Q1 2026 delivered strong results despite macro headwinds, with adjusted revenue up 8.8% and adjusted organic revenue growth at 5.0%.

• Adjusted consolidated EBITDA reached $651M, up 10%, and adjusted diluted EPS rose 14.2% to $1.69.

• Raised full-year 2026 guidance based on robust performance and visibility.

• Continued focus on AI-driven innovation, with new product launches such as Blue Prism WorkHQ and platform enhancements.

• $233.3M returned to shareholders through share repurchases and dividends in Q1 2026.

Financial highlights

• Q1 2026 adjusted revenue: $1.648B, up 8.8% year-over-year; adjusted operating income: $633.6M, up 10.1%.

• Adjusted consolidated EBITDA: $651M, margin of 39.5%.

• Adjusted diluted EPS: $1.69, up 14.2%; adjusted net income: $417.7M.

• GAAP net income: $226.1M, up 6.2%.

• Cash from operating activities: $299.7M, up 10.1% year-over-year.

Outlook and guidance

• Q2 2026 adjusted revenue guidance: $1.64B–$1.68B, with 5.6% organic growth at midpoint; adjusted diluted EPS: $1.64–$1.70.

• Full-year 2026 adjusted revenue guidance: $6.664B–$6.824B, with 5.3% organic growth at midpoint; adjusted diluted EPS: $6.74–$7.06.

• FY 2026 cash from operating activities expected between $1.713B–$1.813B.

• Capital expenditures expected at 4.4%–4.8% of revenue; effective tax rate guidance: 21.5%–23.5%.