01—Abstract
Summary
Summary of the 8-K filed July 23, 2026. Cited figures are marked; the original filing is the authoritative source.
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) reported record second-quarter 2026 results, furnished under Item 2.02 of this Form 8-K.
GAAP revenue was $1,695.7 milliona, up 10.3%, and GAAP diluted earnings per share were $0.97, up 34.7%. Adjusted revenue was $1,696.9 million, up 10.3%, Adjusted Organic Revenue Growth was 7.6%, and Adjusted Diluted EPS was $1.76, up 18.1%. Adjusted consolidated EBITDA was $670.7 million, up 11.7%, with a margin of 39.5%.
GAAP operating income rose 21.1% to $417.1 millionb and GAAP net income attributable to common stockholders rose 29.9% to $234.8 million. Cash generation and capital return remained strong. Net cash from operating activities was $716.4 million for the six months ended June 30, 2026, up 11.1%.
In the quarter, the company returned $499.2 millionc to shareholders, including a record 6.4 million shares repurchased for $435.2 million and $64.0 million in dividends. Gross debt was $7,613.5 million against cash of $434.8 million at quarter-end, with a consolidated net leverage ratio of 2.75 times and a net secured leverage ratio of 1.70 times consolidated EBITDA. For the third quarter of 2026, the company guides to Adjusted Revenue of $1,657 to $1,697 million and Adjusted Diluted EPS of $1.73 to $1.79.
Full-year 2026 guidance was raised: Adjusted Revenue is now $6,672 to $6,832 milliond (previously $6,664 to $6,824 million), and Adjusted Diluted EPS is $6.93 to $7.25 (previously $6.74 to $7.06). Full-year Cash from Operating Activities is guided to $1,717 to $1,817 million.
02—Key points
Key Highlights
- GAAP revenue of $1,695.7 million, up 10.3%, with GAAP operating income of $417.1 million, up 21.1%
- GAAP diluted EPS of $0.97, up 34.7%; Adjusted Diluted EPS of $1.76, up 18.1%
- Adjusted Organic Revenue Growth of 7.6% in Q2 2026
- Record adjusted consolidated EBITDA of $670.7 million, up 11.7%, with a 39.5% margin
- Returned $499.2 million to shareholders in Q2, including a record 6.4 million shares repurchased for $435.2 million
- Full-year 2026 Adjusted Revenue and Adjusted Diluted EPS guidance raised compared with April 23, 2026 guidance
- Net leverage of 2.75 times and net secured leverage of 1.70 times consolidated EBITDA as of June 30, 2026
03—Questions
Frequently Asked Questions
How did SS&C perform in the second quarter of 2026?
SS&C reported GAAP revenue of $1,695.7 million, up 10.3%, and GAAP net income attributable to common stockholders of $234.8 million, up 29.9%. Adjusted diluted EPS was $1.76, up 18.1%, and adjusted consolidated EBITDA was $670.7 million, up 11.7%.
What is the company's updated outlook?
For Q3 2026, the company guides to Adjusted Revenue of $1,657 to $1,697 million and Adjusted Diluted EPS of $1.73 to $1.79. For full-year 2026, Adjusted Revenue guidance is $6,672 to $6,832 million and Adjusted Diluted EPS guidance is $6.93 to $7.25, both raised from the April 23, 2026 ranges.
How much did SS&C return to shareholders and how is its leverage?
In Q2 2026, SS&C returned $499.2 million to shareholders through share repurchases of $435.2 million and dividends of $64.0 million. At June 30, 2026, it had $7,613.5 million in gross debt, $434.8 million in cash, a net leverage ratio of 2.75 times, and a net secured leverage ratio of 1.70 times consolidated EBITDA.
What non-GAAP measures does the company use and why?
The company reports adjusted revenue, adjusted operating income, adjusted consolidated EBITDA, adjusted net income, and adjusted diluted EPS. Management says these measures reflect operating performance excluding items such as amortization of intangible assets, stock-based compensation, and purchase accounting adjustments. The filing also provides reconciliations to the most comparable GAAP measures.
04—Continue