SS&C Technologies (SSNC) Q2 2026 earnings summary

Executive summary

• Achieved record Q2 2026 results with adjusted revenue of $1,696.9 million, up 10.3% year-over-year, and adjusted diluted EPS of $1.76, up 18.1%.

• Organic revenue growth reached 7.6% for the quarter, driven by large business segments, new wins, and favorable market activity.

• Net cash from operating activities for the first half was $716.4 million, up 11.1% year-over-year.

• Returned $499.2 million to shareholders in Q2 2026 through share repurchases and dividends, including a record $435.2 million in buybacks.

• Continued investment in digital and AI-driven solutions, with successful launches and client adoption in healthcare and financial services.

Financial highlights

• Adjusted consolidated EBITDA reached $670.7 million, up 11.7% year-over-year, with a margin of 39.5%.

• Adjusted net income for Q2 2026 was $425.6 million, up 13.3% year-over-year.

• GAAP operating income grew 21.1% to $417.1 million, with a margin of 24.6%.

• Quarterly revenue retention remained high at 96.4%.

• Alternative assets under administration increased to $3,060 billion.

Outlook and guidance

• Q3 2026 adjusted revenue guidance: $1,657 million–$1,697 million; organic growth midpoint at 5.0%.

• Q3 2026 adjusted diluted EPS guidance: $1.73–$1.79.

• FY 2026 adjusted revenue guidance: $6,672 million–$6,832 million; organic growth midpoint at 5.5%.

• FY 2026 adjusted diluted EPS guidance: $6.93–$7.25, with midpoint growth of about 15.5%.

• Capital expenditures projected at 4.4%–4.8% of revenues for FY 2026.