SS&C Technologies Holdings (SSNC) Q3 2026 Financial Results Summary
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SS&C Technologies (SSNC) Q3 2026: Revenue Growth Continues, EPS Steady — Positive Outlook
SS&C Technologies Holdings, Inc. (NASDAQ: SSNC) reported its Q3 2026 financial results, showcasing a solid performance with GAAP revenue of $1,690.0 million, reflecting an increase of $122.0 million or 7.8% compared to Q3 2025. Adjusted revenue also grew by $122.1 million or 7.8% year-over-year, indicating consistent growth across the board.
Key Financial Metrics:
- GAAP Revenue: $1,690.0 million (up $122.0 million or +7.8% YoY)
- Adjusted Revenue: $1,691.1 million (up $122.1 million or +7.8% YoY)
- Fully Diluted GAAP EPS: $0.83 (unchanged YoY)
- Adjusted Diluted EPS: $1.78 (up $0.23 or +14.8% YoY)
- Operating Income: $409.3 million (up $43.6 million or +11.9% YoY)
- Net Income: $198.9 million (down $11.1 million or -5.3% YoY)
- Adjusted EBITDA: $674.8 million (up $55.8 million or +9.0% YoY)
- Adjusted EBITDA Margin: 39.9% (up 40 bps YoY)
Analyst View:
This quarter can be considered a positive outcome for shareholders. The consistent revenue growth of 7.8% and a notable increase in adjusted diluted EPS of 14.8% demonstrate SS&C's ability to enhance profitability while maintaining revenue momentum. The slight decline in net income, down 5.3%, is overshadowed by the overall strong operational performance and margin improvements. The company’s operating income margin increased to 24.2%, up 90 bps from the previous year, indicating better cost management and operational efficiency.
Shareholder Returns and Guidance:
SS&C returned $225.3 million to shareholders in Q3 2026, which included 1.9 million shares repurchased for $154.8 million and $70.5 million in common stock dividends. Notably, the company increased its annual common stock dividend to $1.20, marking an 11.1% increase, which is a positive signal for investors looking for income generation.
Looking ahead, SS&C provided guidance for Q4 2026, projecting adjusted revenue between $1,700 million and $1,740 million, and adjusted diluted EPS in the range of $1.88 to $1.94. For the full year 2026, adjusted revenue is expected to be between $6,736 million and $6,776 million, with adjusted net income projected between $1,726 million and $1,742 million.
Forward Catalysts:
Investors should keep an eye on SS&C's continued focus on leveraging emerging technologies such as AI and tokenization, as highlighted by CEO Bill Stone. The upcoming quarters will be crucial as the company aims to maintain its growth trajectory and achieve its full-year goals. Additionally, the impact of the recent dividend increase and share buybacks on shareholder sentiment will be worth monitoring.
In summary, SS&C Technologies has delivered a commendable performance in Q3 2026, with strong revenue growth and improved margins, positioning itself well for future growth.
Here are the extracted tables from the press release:
Condensed Consolidated Statements of Income (in millions)
Note: All amounts are in thousands.
| Three Months | 2025 | Nine Months | 2025 | |
|---|---|---|---|---|
| Revenue | $1,690.0 | $1,568.0 | $5,032.8 | $4,618.7 |
| Cost of revenue | ||||
| Technology-enabled services | $771.0 | $714.2 | $2,283.3 | $2,094.7 |
| License, maintenance | $104.8 | $106.0 | $314.9 | $311.1 |
| Total cost of revenue | $876.0 | $820.2 | $2,598.2 | $2,405.8 |
| Gross profit | $813.0 | $747.8 | $2,434.6 | $2,212.9 |
| Operating expense | ||||
| Selling and marketing | $154.0 | $144.7 | $466.9 | $449.3 |
| Research and development | $131.0 | $118.6 | $398.4 | $375.0 |
| General and administrative | $118.0 | $118.8 | $344.0 | $338.0 |
| Total operating expense | $404.0 | $382.1 | $1,202.7 | $1,109.3 |
| Operating income | $409.0 | $365.7 | $1,224.6 | $1,068.1 |
| Interest expense | $(10.0) | $(104.0) | $(319.0) | $(317.0) |
| Other income | $2.9 | $5.3 | $10.8 | $11.4 |
| Net income | $198.9 | $210.0 | $659.8 | $603.8 |
| Net income attributable to SS&C common stock | $198.0 | $210.0 | $659.8 | $603.0 |
| Basic earnings per share | $0.83 | $0.83 | $2.71 | $2.39 |
| Diluted earnings per share | $0.83 | $0.83 | $2.71 | $2.39 |
| Weighted average shares used to compute net income per share | 240.0 | 252.6 | 243.3 | 253.0 |
Condensed Consolidated Balance Sheets (in millions)
Note: All amounts are in thousands.
| Assets | September 30, 2026 | December 31, 2025 |
|---|---|---|
| Current assets | ||
| Cash and cash equivalents | $525.4 | $462.1 |
| Funds receivable and funds held on behalf of clients | $3,846.5 | $3,799.5 |
| Accounts receivable, net | $1,033.7 | $978.7 |
| Contract asset | $57.4 | $49.2 |
| Prepaid expenses and other current assets | $183.4 | $193.7 |
| Restricted cash | $2.5 | $4.5 |
| Total current assets | $5,648.9 | $5,487.7 |
| Property, plant and equipment, net | $280.3 | $289.5 |
| Operating lease right-of-use assets | $217.9 | $233.3 |
| Investments | $171.3 | $174.4 |
| Unconsolidated affiliates | $247.3 | $307.7 |
| Contract asset | $140.2 | $133.1 |
| Goodwill | $9,928.1 | $9,991.3 |
| Intangible and other assets, net | $3,781.2 | $4,094.7 |
| Total assets | $20,415.2 | $20,711.7 |
| Liabilities and Equity | ||
| Current liabilities | ||
| Current portion of long-term debt (1) | $2,260.0 | $25.0 |
| Client funds obligations | $3,846.5 | $3,799.5 |
| Accounts payable | $71.7 | $87.2 |
| Income taxes payable | $0.0 | $23.3 |
| Accrued employee compensation and benefits | $288.1 | $348.9 |
| Interest payable | $16.7 | $31.6 |
| Other accrued expenses | $278.2 | $303.4 |
| Deferred revenue | $444.7 | $492.4 |
| Total current liabilities | $7,205.9 | $5,111.3 |
| Long-term debt, net of current portion | $5,189.5 | $7,408.4 |
| Operating lease liabilities | $205.4 | $213.2 |
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