Q1 2026 SS&C Technologies Holdings Inc Earnings Call Transcript
Key Points
- SS&C Technologies Holdings Inc (SSNC) reported strong first-quarter results with adjusted revenue of $1.648 billion, up 9%, and adjusted diluted earnings per share of $1.69, a 14% increase.
- The company achieved a first-quarter record for adjusted consolidated EBITDA at $651 million, reflecting a 10% increase and a margin of 39.5%.
- SS&C Technologies Holdings Inc (SSNC) raised its 2026 guidance, indicating confidence in its future performance despite macroeconomic headwinds.
- The company is leveraging AI to enhance software development, improve customer experience, and drive efficiencies, which supports both revenue opportunities and cost leverage over time.
- SS&C Technologies Holdings Inc (SSNC) returned $233 million to shareholders in Q1 through share repurchases and dividends, demonstrating a strong commitment to shareholder returns.
- The first quarter was impacted by macroeconomic challenges such as a war in Iran, tariff issues, and spiking oil prices, which could potentially affect future performance.
- Despite strong results, the company faces hesitancy in the market due to ongoing geopolitical and economic uncertainties.
- There is a potential risk of disruption from AI and other technological advancements, although SS&C Technologies Holdings Inc (SSNC) views AI as an opportunity rather than a threat.
- The company's share buybacks were lower than in previous years, which may concern some investors looking for more aggressive capital returns.
- The GlobeOp segment's organic growth slowed to 6.7% from 9.6% in the previous quarter, indicating potential variability in performance.
Good day, and thank you for standing by. Welcome to the SS&C Technologies first-quarter 2026 earnings call. (Operator Instructions) Please be advised that today's conference is being recorded. (Operator Instructions)
I would now like to hand the conference over to your speaker today, Justine Stone, Head of Investor Relations.
Welcome, and thank you for joining us for our Q1 2026 earnings call. I'm Justine Stone, Investor Relations for SS&C. With me today is Bill Stone, Chairman and Chief Executive Officer; Rahul Kanwar, President and Chief Operating Officer; and Brian Schell, our Chief Financial Officer.
Before we get started, we need to review the Safe Harbor statement. Please note the various remarks we make today about future expectations, plans, and prospects, including the financial outlook we provide, constitute forward-looking statements for purposes of Safe Harbor provisions under the Private Securities Litigation Reform Act of 1995. Actual results
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
