SS&C Technologies Holdings, Inc. reported first‑quarter 2026 results that exceeded expectations, with adjusted revenue of $1.648 billion, up 8.8% from $1.514 billion a year earlier, and adjusted diluted earnings per share of $1.69, beating the consensus estimate of $1.65–$1.66.
Operating income rose to $633.6 million and adjusted EBITDA reached $651.0 million, giving the company a 39.5% margin that improved from 39.1% in the prior year. The margin expansion was driven by higher mix of high‑margin software‑enabled services and continued automation investments that lowered operating costs.
Revenue growth was led by the GIDS segment, which grew 10.4%, and GlobeOp, which grew 6.7%. These gains offset modest declines in legacy product lines and reflect strong demand for cloud‑based, AI‑powered solutions across the firm’s core markets.
Capital expenditures for the quarter were $6.0 million, a 52.8% decline from $12.0 million in Q4 2025, as the company focused on scaling its technology platform rather than expanding physical infrastructure. Shareholder returns totaled $233.3 million, comprising $168.0 million in share repurchases and $65.3 million in dividends, underscoring the firm’s commitment to returning capital to investors.
Management raised its full‑year 2026 guidance, increasing revenue guidance to $6.664–$6.824 billion and adjusted diluted EPS guidance to $6.74–$7.06, a lift from the prior outlook. The guidance hike signals confidence in sustained demand for the company’s AI‑driven automation platform and a favorable operating environment.
Bill Stone, Chairman and CEO, said, 'As we mark 40 years of delivering mission‑critical systems and processing, SS&C's strong first quarter results of $1,648 million adjusted revenues and $651 million adjusted consolidated EBITDA reflect our deeply embedded infrastructure and long‑standing client relationships.' He added, 'As AI reshapes enterprise technology, our role as a system of record and our global scale position us to adopt innovation thoughtfully, enhancing how our platforms operate.' CFO Brian Schell noted, 'Based on our performance and visibility today, we are raising 2026 guidance.'
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