SS&C Technologies (SSNC) Q1 2026 earnings summary

Executive summary

• Q1 2026 delivered strong results with adjusted revenue up 8.8% to $1,648.2 million and adjusted diluted EPS up 14.2% to $1.69, despite macro headwinds such as geopolitical conflict, tariffs, and inflation.

• Adjusted organic revenue growth was 5.0% year-over-year, with robust performance across GIDS, GlobeOp, and Intralinks.

• Net cash from operating activities increased 10.1% to $299.7 million.

• $233.3 million was returned to shareholders via $168 million in share repurchases and $65.3 million in dividends.

• Continued focus on AI-driven innovation, with the launch of Blue Prism WorkHQ and new technology-enabled services.

Financial highlights

• Adjusted revenue for Q1 2026: $1,648.2 million, up 8.8% year-over-year; GAAP net income: $226.1 million, up 6.2%.

• Adjusted consolidated EBITDA: $651.0 million, up 10.0%, with a margin of 39.5%.

• Adjusted net income: $417.7 million for Q1 2026.

• Operating cash flow margin improved, with cash from operating activities at $299.7 million.

• Gross margin was 48.7%, slightly down from 49.3% in Q1 2025.

Outlook and guidance

• Q2 2026 adjusted revenue guidance: $1,640–$1,680 million; adjusted diluted EPS: $1.64–$1.70.

• Full-year 2026 adjusted revenue guidance: $6,664–$6,824 million; organic growth at 5.3% midpoint.

• Full-year adjusted diluted EPS: $6.74–$7.06, with ~12% growth at midpoint.

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

• FY 2026 cash from operating activities expected between $1,713–$1,813 million.