SS&C Technologies Holdings, Inc. Q2 FY26 Results — Earnings Call Analysis
Published 29 May 2026 | Professional Services | Market Cap: ₹15.9K Cr
- SS&C raised its 2026 revenue guidance to $6.664 billion - $6.824 billion, expecting 5.3% organic growth at midpoint. - SS&C raised its 2026 guidance based on strong Q1 performance and current visibility.
From SS&C Technologies Holdings, Inc.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.
Price
₹66.11
Market Cap
₹15.9K Cr
P/E Ratio
20.7
Revenue Rank
Margin Rank
How does SS&C Technologies Holdings, Inc. rank in Professional Services?
Compare SS&C Technologies Holdings, Inc. against every Professional Services company this quarter on revenue, margins and earnings-call signals.
📊 Revenue & Sales Performance
Rank 4- →SS&C raised its 2026 revenue guidance to $6.664 billion - $6.824 billion, expecting 5.3% organic growth at midpoint.
- →Q2 2026 organic revenue growth is expected at 5.6% midpoint, with revenue guidance of $1.64 billion - $1.68 billion.
- →Growth driven by strong performances in GIDS (10.4% growth) and GlobeOp (6.7% growth).
- →Intralinks shows sequential improvement with growing adoption of AI-enabled deal platform.
- →Wealth business continues to grow above double digits, driven by Black Diamond and related products.
- →AI initiatives and technology-enabled services are poised to drive revenue opportunities and efficiencies.
- →SS&C is bullish on Australian market and global opportunities, with GIDS expected to perform well in 2026.
- →Early AI adoption is gaining enthusiasm, potentially increasing service delivery and client uptake.
- →Overall, the company expects sustained momentum and half to full year growth, with some natural ebbs due to timing in large deals.
📈 Profitability & Margins
Rank 3- →SS&C raised its 2026 guidance based on strong Q1 performance and current visibility.
- →Full year 2026 revenue expected between $6.664 billion and $6.824 billion, with 5.3% organic growth at midpoint.
- →Adjusted net income projected between $1.665 billion and $1.765 billion, reflecting about 12% growth.
- →Adjusted diluted EPS forecasted in the range of $6.74 to $7.06 for 2026, indicating double-digit growth.
- →Targeted annual EBITDA margin expansion of 50 basis points, aiming for a 40% margin in Q4 2026.
- →Q2 2026 revenue is expected between $1.64 billion to $1.68 billion with 5.6% organic growth at midpoint.
- →Q2 adjusted net income expected between $408 million to $424 million; diluted EPS between $1.64 to $1.70.
- →SS&C sees AI as a structural tailwind to drive revenue opportunities and cost efficiencies, supporting future growth.
🏗️ Capital Expenditure Plans
Yes- →Capital expenditures for 2026 are expected to be 4.4% to 4.8% of revenues.
- →SS&C continues to invest significantly in R&D, sales, and marketing to drive future growth.
- →Investments include building scalable AI operations and the launch of Blue Prism WorkHQ, an AI-driven workflow orchestration platform.
- →The company reinvests cash generated into infrastructure to deliver new services and products quickly.
- →SS&C prioritizes share repurchases absent high-quality accretive acquisitions but remains open to using cash for acquisitions and debt reduction.
- →Strategic acquisitions such as Calastone ($1 billion acquisition) demonstrate commitment to growth.
- →Overall, there is flexibility in investments balancing margin improvement with innovation and expansion initiatives.
💰 Fundraising & Capital Structure
No information- →The transcript does not mention any current or future plans for new fundraising through debt or equity.
- →SS&C ended Q1 2026 with $421 million in cash and cash equivalents and $7.5 billion in gross debt, with net leverage of 2.76x.
- →The company is focused on managing its debt, with a stronger weighting toward share repurchases over debt reduction in 2026.
- →SS&C generated about $7 per share in cash last year, providing flexibility for share buybacks, acquisitions, and debt repayment.
- →No explicit plans for issuing new debt or equity were disclosed during the call.
- →The company remains bullish on investment opportunities but prioritizes share repurchases absent high-quality accretive acquisitions.
📋 Order Book & Pipeline
No information- →The transcript does not provide a specific figure for the current or expected order book or pending orders for SS&C.
- →However, Rahul Kanwar mentions that SS&C’s pipelines are robust, indicating a strong funnel of upcoming business opportunities.
- →The company emphasizes continued new logo wins, upsell, and cross-sell activities across its business lines.
- →Bill Stone also references strong momentum and enthusiasm from early adopters of new AI-driven platforms, suggesting positive future demand.
- →No exact quantitative backlog or order book numbers were disclosed in the provided pages.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Continue your research
Others in Professional Services this season
- CACI International Inc (Q2 FY26)
CACI International Inc Q2 FY26 quarterly results analysis. Continued strong growth expected in fiscal year 2027, supported by a nearly 4-year revenue backlog. M
- TransUnion (Q2 FY26)
TransUnion Q2 FY26 quarterly results analysis. Trusted Call Solutions (TCS) expected to grow from $27M in 2021 to $200M by end of 2026, and $300M by 2028 (p.13)
- Leidos Holdings, Inc. (Q2 FY26)
Leidos Holdings, Inc. Q2 FY26 quarterly results analysis. Intelligence and Digital segment revenues grew 7% YoY, driven by recent contract awards and acquisitio
- UL Solutions Inc. (Q2 FY26)
UL Solutions Inc. Q2 FY26 quarterly results analysis. UL Solutions expects mid-single-digit consolidated organic revenue growth in 2026 versus 2025, with contri
Frequently Asked Questions
What were SS&C Technologies Holdings, Inc. Q2 FY26 results?
- SS&C raised its 2026 revenue guidance to $6.664 billion - $6.824 billion, expecting 5.3% organic growth at midpoint. - SS&C raised its 2026 guidance based on strong Q1 performance and current visibility.
What is SS&C Technologies Holdings, Inc. share price analysis?
SS&C Technologies Holdings, Inc. currently shows a neutral. The stock trades at a P/E of 20.7 with a market cap of $15,922. Investors should review the full earnings analysis for detailed insights.
Is SS&C Technologies Holdings, Inc. planning capital expenditure?
- Capital expenditures for 2026 are expected to be 4.4% to 4.8% of revenues.
Keep SS&C Technologies Holdings, Inc. on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.