SS&C Technologies Holdings, Inc. (SSNC) Earnings
SS&C Technologies Holdings, Inc. is expected to report next earnings on July 22, 2026 (in NaN days), with a consensus EPS estimate of $1.68. SSNC has beaten EPS estimates in 10 of its last 12 reported quarters (average surprise +4.3% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 23, 2026 | $1.66 | $1.69 | +1.8% | $1.6B | +1.2% |
| Feb 5, 2026 | $1.62 | $1.69 | +4.3% | $1.7B | +1.9% |
| Oct 23, 2025 | $1.47 | $1.57 | +6.8% | $1.6B | +1.0% |
| Jul 23, 2025 | $1.39 | $1.45 | +4.3% | $1.5B | +1.5% |
| Apr 24, 2025 | $1.41 | $1.44 | +2.1% | $1.5B | +0.7% |
| Feb 6, 2025 | $1.33 | $1.58 | +18.8% | $1.5B | +3.0% |
| Oct 24, 2024 | $1.26 | $1.29 | +2.4% | $1.5B | +1.6% |
| Jul 25, 2024 | $1.20 | $1.27 | +5.8% | $1.5B | +1.4% |
| Apr 25, 2024 | $1.22 | $1.28 | +4.9% | $1.4B | +1.3% |
| Feb 13, 2024 | $1.24 | $1.26 | +1.6% | $1.4B | +1.6% |
| Oct 26, 2023 | $1.16 | $1.17 | +0.9% | $1.4B | -0.9% |
| Jul 27, 2023 | $1.12 | $1.08 | -3.6% | $1.4B | +0.3% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 23, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Bill mentioned first quarter had macro headwinds but strong results, raised 2026 guidance. Celebrated 40-year anniversary. Business built on deep domain expertise, client relationships, innovation. Renamed largest revenue line to technology enabled services, which includes proprietary data streams, software, cloud, etc. - Rahul said GIDS and Globop had new logo wins and upsell/cross-sell. AI capabilities accelerating service delivery, customer zero strategy working. - Brian walked through financials: adjusted revenue $1.648 billion, up 8.8%; adjusted diluted EPS $1.69, up 14.2%. Adjusted consolidated EBITDA $651 million, up 10%, margin 39.5%. Cash from operating activities $300 million, up 10%. Returned $233 million to shareholders. Ended Q1 with $421 million in cash and cash equivalents, $7.5 billion in gross debt.
Guidance
- Second quarter of 2026 expected revenue range $1.64 to $1.68 billion, 5.6% organic revenue growth midpoint; adjusted net income range $408 to $424 million; interest expense excluding certain items range $102 to $104 million; adjusted diluted EPS range $1.64 to $1.70. - Full year 2026 revenue range $6.664 to $6.824 billion, 5.3% organic revenue growth midpoint; adjusted net income range $1.665 to $1.765 billion; adjusted diluted EPS range $6.74 to $7.06, ~12% growth midpoint; targeted annual EBITDA expansion 50 basis points, goal 40% margin in Q4.
Segment performance
First quarter of 2026 adjusted revenue was $1,648,000,000, up 9%. Adjusted diluted earnings per share was $1.69, a 14% increase. Adjusted consolidated EBITDA was $651 million, up 10%, and margin was 39.5%. Technology enabled services is the largest revenue line item. Adjusted organic revenue growth was 5%, driven by GIDS (10.4% growth), Globop (6.7% growth), and recent acquisitions. Intralinks grew 3.2%. Fund administration business added $581 billion in assets under administration since Q1 2024.
Analyst Q&A
Q: Kevin McVay with UBS asked if results would be stronger without macro headwinds and about AUA growth.
A: Bill said macro headwinds caused hesitancy but clients still need tech. AUA grew $581 billion since Q1 2024 due to market appreciation and strong hedge funds.
Q: Dan Perlin with RBC Capital Markets asked about private credit redemptions and GIDS cadence.
A: Bill said most private credit funds are closed-end, immune to day-to-day fluctuations. GIDS has opportunities in Australia, North America, Europe.
Q: Jeff Schmidt with William Blair asked about AI risk and share buybacks.
A: Bill said AI not a threat as they're embedded; share buybacks depend on cash usage.
Q: Surrender Thin with Jeffrey asked about Blue Prism offering and expenses.
A: Bill said Blue Prism is for mundane tasks with governance; expenses include R&D and sales investments with flexibility.
Q: Peter Heckman with DA Davidson asked about tokenization and Calistone.
A: Bill said SS&C is prepared for tokenization, Calistone performed well.
Q: JP Morgan asked about Intralinks and healthcare.
A: Bill said Intralinks growth from market and product investment; healthcare has big market with opportunities.
Q: James Fawcett with Morgan Stanley asked about wealth business and AI efforts.
A: Wealth business driven by Black Diamond and acquisitions; AI efforts include deploying digital workers for productivity and revenue.
Q: Patrick O'Shaughnessy with Raymond James asked about blockchain in GIDS and Globop growth.
A: Bill said blockchain is opportunity for GIDS; Globop growth depends on timing of large deals and renewals