SS&C Technologies (SSNC) Q2 2026 earnings summary

Executive summary

• Achieved record Q2 2026 results with GAAP revenue of $1,695.7M–$1,696.9M, 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 $716.4M, up 11.1% year-over-year.

• Returned $499.2M to shareholders in Q2 2026 through share repurchases and dividends.

• Continued investment in digital, AI-driven, and technology-enabled solutions, with notable launches in healthcare and digital asset infrastructure.

Financial highlights

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

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

• Technology-enabled services revenue grew 11.1% to $1,408.2M; license, maintenance, and related revenues increased 6.8% to $287.5M.

• Gross margin for Q2 2026 was 48.3%, up from 48.0% in Q2 2025.

• Quarterly revenue retention remained high at 96.4%.

Outlook and guidance

• Q3 2026 adjusted revenue guidance: $1,657M–$1,697M; adjusted diluted EPS: $1.73–$1.79.

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

• FY 2026 adjusted diluted EPS guidance: $6.93–$7.25, with midpoint at $7.09.

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

• Management expects sufficient liquidity to fund obligations and capital spending for at least the next twelve months.