Form 8-K
8-K — SS&C Technologies Holdings Inc
Accession: 0001193125-26-314097
Filed: 2026-07-23
Period: 2026-07-23
CIK: 0001402436
SIC: 7372 (SERVICES-PREPACKAGED SOFTWARE)
Item: Results of Operations and Financial Condition
Item: Financial Statements and Exhibits
Documents
8-K — ssnc-20260723.htm (Primary)
EX-99.1 (ssnc-ex99_1.htm)
EX-99.2 (ssnc-ex99_2.htm)
GRAPHIC (img79606320_0.jpg)
GRAPHIC (img79606320_1.jpg)
GRAPHIC (img187440693_0.jpg)
GRAPHIC (ssnc-ex99_2s1.jpg)
GRAPHIC (ssnc-ex99_2s2.jpg)
GRAPHIC (ssnc-ex99_2s3.jpg)
GRAPHIC (ssnc-ex99_2s4.jpg)
GRAPHIC (ssnc-ex99_2s5.jpg)
GRAPHIC (ssnc-ex99_2s6.jpg)
GRAPHIC (ssnc-ex99_2s7.jpg)
GRAPHIC (ssnc-ex99_2s8.jpg)
GRAPHIC (ssnc-ex99_2s9.jpg)
GRAPHIC (ssnc-ex99_2s10.jpg)
GRAPHIC (ssnc-ex99_2s11.jpg)
GRAPHIC (ssnc-ex99_2s12.jpg)
GRAPHIC (ssnc-ex99_2s13.jpg)
GRAPHIC (ssnc-ex99_2s14.jpg)
GRAPHIC (ssnc-ex99_2s15.jpg)
GRAPHIC (ssnc-ex99_2s16.jpg)
GRAPHIC (ssnc-ex99_2s17.jpg)
GRAPHIC (ssnc-ex99_2s18.jpg)
GRAPHIC (ssnc-ex99_2s19.jpg)
GRAPHIC (ssnc-ex99_2s20.jpg)
GRAPHIC (ssnc-ex99_2s21.jpg)
XML — IDEA: XBRL DOCUMENT (R1.htm)
8-K
8-K (Primary)
Filename: ssnc-20260723.htm · Sequence: 1
8-K
0001402436false00014024362026-07-232026-07-23
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): July 23, 2026
SS&C TECHNOLOGIES HOLDINGS, INC.
(Exact name of Registrant as Specified in Its Charter)
Delaware
001-34675
71-0987913
(State or Other Jurisdiction
of Incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
80 Lamberton Road, Windsor, CT
06095
(Address of Principal Executive Offices)
(Zip Code)
Registrant’s telephone number, including area code: (860) 298-4500
Not Applicable
(Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
☐
Emerging growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol
Name of each exchange on which registered
Common stock, par value $0.01 per share
SSNC
The Nasdaq Global Select Market
Item 2.02. Results of Operations and Financial Condition
On July 23, 2026, SS&C Technologies Holdings, Inc. (the “Company”) announced its financial results for the quarter ended June 30, 2026. The full text of the press release and earnings release presentation issued in connection with the announcement are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K.
The information in this Form 8-K (including Exhibits 99.1 and 99.2) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, except as expressly set forth by specific reference in such a filing.
Item 9.01. Financial Statements and Exhibits
(d) Exhibits
The following exhibits relating to Item 2.02 shall be deemed to be furnished, and not filed:
99.1
Press Release, issued by the Company on July 23, 2026.
99.2
Q2 2026 Earnings Presentation dated July 23, 2026.
104
The cover page from this Current Report on Form 8-K, formatted in Inline XBRL
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
SS&C TECHNOLOGIES HOLDINGS, INC.
Date: July 23, 2026
By:
/s/ Brian N. Schell
Brian N. Schell
Executive Vice President and Chief Financial Officer
EX-99.1
EX-99.1
Filename: ssnc-ex99_1.htm · Sequence: 2
EX-99.1
Exhibit 99.1
SS&C Technologies Releases Record Q2 2026 Financial Results
Q2 2026 GAAP revenue $1,695.7 million, up 10.3%, Fully Diluted GAAP Earnings Per Share $0.97, up 34.7%
Adjusted revenue $1,696.9 million, up 10.3%, Adjusted Diluted Earnings Per Share $1.76, up 18.1%
WINDSOR, CT, July 23, 2026 (BUSINESS WIRE) -- SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, financial and healthcare technology and technology-enabled services, today announced its financial results for the second quarter ended June 30, 2026.
Three Months Ended June 30,
Six Months Ended June 30,
(in millions, except per share data):
2026
2025
Change
2026
2025
Change
GAAP Results
Revenue
$1,695.7
$1,536.8
10.3%
$3,342.8
$3,050.7
9.6%
Operating income
417.1
344.5
21.1%
815.3
702.4
16.1%
Operating income margin
24.6%
22.4%
220 bps
24.4%
23.0%
140 bps
Net income
234.8
180.8
29.9%
460.9
393.8
17.0%
Diluted earnings per share
$0.97
$0.72
34.7%
$1.88
$1.55
21.3%
Adjusted Non-GAAP Results (defined in Notes 1 - 4 below)
Adjusted revenue
$1,696.9
$1,537.8
10.3%
$3,345.1
$3,052.6
9.6%
Adjusted operating income
653.8
583.5
12.0%
1,287.4
1,158.8
11.1%
Adjusted operating income margin
38.5%
37.9%
60 bps
38.5%
38.0%
50 bps
Adjusted consolidated EBITDA
670.7
600.4
11.7%
1,321.7
1,192.3
10.9%
Adjusted consolidated EBITDA margin
39.5%
39.0%
50 bps
39.5%
39.1%
40 bps
Adjusted diluted earnings per share(1)
$1.76
$1.49
18.1%
$3.45
$2.97
16.2%
(1) Reflects non-GAAP tax rates of 22.5% for the three and six months ended June 30, 2026 and 22.0% for the three and six months ended June 30, 2025. See Note 4 for more information.
Second Quarter 2026 Highlights:
•
Q2 2026 GAAP Revenue growth and Adjusted Revenue growth were 10.3 percent.
•
Q2 2026 Adjusted Organic Revenue Growth was 7.6 percent.
•
Net cash generated from operating activities of $716.4 million for the six months ended June 30, 2026, up 11.1 percent compared to the same period in 2025.
•
Returned $499.2 million to shareholders in Q2 2026, which included a record 6.4 million shares repurchased for $435.2 million and $64.0 million in common stock dividends.
•
Record adjusted consolidated EBITDA of $670.7 million for Q2 2026, up 11.7 percent. Adjusted consolidated EBITDA margin for Q2 2026 was 39.5 percent.
•
GAAP operating income margin for Q2 2026 was 24.6 percent and GAAP net income of $234.8 million for Q2 2026, up 29.9 percent.
•
Adjusted diluted earnings per share was $1.76, up 18.1 percent.
•
We look forward to hosting our clients at SS&C Deliver in Orlando, FL September 20-22, 2026.
“SS&C delivered another record quarter, organic growth of 7.6 percent, adjusted revenues of $1,697 million and adjusted consolidated EBITDA of $671 million. These numbers were driven by consistent execution,” says Bill Stone, Chairman and Chief Executive Officer. “The structural advantages of SS&C's business model are reflected in the metrics that matter most: strong sales, robust renewal performance, healthy retention, and steady margin expansion. Our clients continue to invest in the relationship because our expertise, technology, and innovation are essential to their operations. Year to date, we returned 100 percent of allocated capital to shareholders through share repurchases and dividends, reflecting our confidence in the long-term value of our business.”
1
Operating Cash Flow
SS&C generated net cash from operating activities of $716.4 million for the six months ended June 30, 2026, compared to $645.1 million for the same period in 2025, a 11.1% increase. SS&C ended the second quarter with $434.8 million in cash and cash equivalents and $7,613.5 million in gross debt. SS&C’s consolidated net leverage ratio as defined in our credit agreement stood at 2.75 times consolidated EBITDA as of June 30, 2026. SS&C’s net secured leverage ratio stood at 1.70 times consolidated EBITDA as of June 30, 2026.
Guidance
Q3 2026
FY 2026
Adjusted Revenue ($M)
$1,657 – $1,697
$6,672 – $6,832
Adjusted Net Income ($M)
$413 – $429
$1,670 – $1,770
Interest Expense1 ($M)
$103 – $105
$406 – $416
Adjusted Diluted Earnings per Share
$1.73 – $1.79
$6.93 – $7.25
Cash from Operating Activities ($M)
–
$1,717 – $1,817
Capital Expenditures (% of revenue)
–
4.4% – 4.8%
Diluted Shares (M)
237.6 – 240.6
241.0 – 244.0
Effective Income Tax Rate (%)
21.5% – 23.5%
21.5% – 23.5%
1Interest expense is net of deferred financing cost amortization and original issue discount
SS&C does not provide reconciliations of guidance for Adjusted Revenues and Adjusted Net Income to comparable GAAP measures, in reliance on the unreasonable efforts exception provided under Item 10(e)(1)(i)(B) of Regulation S-K. SS&C is unable, without unreasonable efforts, to forecast certain items required to develop meaningful comparable GAAP financial measures. These items include acquisition transactions and integration, foreign exchange rate changes, as well as other non-cash and other adjustments as defined under the Company’s Credit agreement, that are difficult to predict in advance in order to include in a GAAP estimate. The unavailable information could have a significant impact on Q3 2026 and FY 2026 GAAP financial results.
Non-GAAP Financial Measures
Adjusted revenue, adjusted operating income, adjusted consolidated EBITDA, adjusted net income and adjusted diluted earnings per share are non-GAAP measures. See the accompanying notes for the reconciliations and definitions for each of these non-GAAP measures and the reasons our management believes these measures provide useful information to investors regarding our financial condition and results of operations. All references above to net income, diluted earnings per share, adjusted operating income, adjusted consolidated EBITDA, and adjusted diluted earnings per share are attributable to SS&C.
2
Earnings Call and Press Release
SS&C’s second quarter 2026 earnings call will take place at 5:00 p.m. eastern time today, July 23, 2026. The call will discuss second quarter 2026 results. Interested parties may visit investor.ssctech.com to access the live webcast and view accompanying slides. The call will be available for replay via the webcast on SS&C’s website; access: https://investor.ssctech.com/financials/quarterly-results/default.aspx
Certain information contained in this press release, including information relating to, among other things, the Company’s financial guidance for the third quarter and full year of 2026 constitute forward-looking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning plans, objectives, goals, strategies, expectations, intentions, projections, developments, future events, performance, underlying assumptions, and other statements that are other than statements of historical facts. Without limiting the foregoing, the words “believes”, “anticipates”, “plans”, “expects”, “estimates”, “projects”, “forecasts”, “may”, “assume”, “intend”, “will”, “continue”, “opportunity”, “predict”, “potential”, “future”, “guarantee”, “likely”, “target”, “indicate”, “would”, “could” and “should” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements are accompanied by such words. Such statements reflect management’s best judgment based on factors currently known but are subject to risks and uncertainties, which could cause actual results to differ materially from those anticipated. Such risks and uncertainties include, but are not limited to, the state of the economy and the financial services industry and other industries in which the Company’s clients operate, the Company’s ability to realize anticipated benefits from its acquisitions, the effect of customer consolidation on demand for the Company’s products and services, the variability of revenue as a result of activity in the securities markets, the focus of the Company’s business on the asset management industry, the ability to retain and attract clients, the intensity of competition with respect to the Company’s products and services, risks from cyber-attacks, breaches of digital security, IT system failures and network disruptions, risks associated with third party providers, fluctuations in the Company’s operating results, terrorist activities and other catastrophic events, risks associated with the Company’s foreign operations, privacy concerns relating to the collection and storage of personal information, evolving regulations and increased scrutiny from regulators, the Company’s ability to protect intellectual property assets and litigation regarding intellectual property rights, delays in product development, investment decisions concerning cash balances, tax risks, risks associated with the Company’s joint ventures, changes in accounting standards, evolving regulation and scrutiny from regulators, the Company’s exposure to litigation and other claims, risks related to the Company’s substantial indebtedness, and the market price of the Company’s stock prevailing from time to time, and the risks discussed in the “Risk Factors” section of the Company’s most recent Annual Report on Form 10-K and Quarterly Report on Form 10-Q, which are on file with the Securities and Exchange Commission and can also be accessed on our website. Such “Risk Factors”, among others, could cause actual results to differ materially from those indicated by forward-looking statements made herein and presented elsewhere by management from time to time. Undue reliance should not be placed on any such forward-looking statements. Forward-looking statements speak only as of the date on which they are made and, except to the extent required by applicable securities laws, we undertake no obligation to update or revise any forward-looking statements.
3
About SS&C Technologies
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.
Follow SS&C on Twitter, LinkedIn and Facebook.
For more information
Brian Schell
Chief Financial Officer
Tel: +1-816-642-0915
E-mail: InvestorRelations@sscinc.com
Justine Stone
Head of Investor Relations
Tel: +1-212-367-4705
E-mail: InvestorRelations@sscinc.com
Chand Madaka
Investor Relations
Tel: +1-908-845-1259
E-mail: InvestorRelations@sscinc.com
4
SS&C Technologies Holdings, Inc. and Subsidiaries
Condensed Consolidated Statements of Comprehensive Income
(in millions, except per share data)
(unaudited)
Three Months Ended June 30,
Six Months Ended June 30,
2026
2025
2026
2025
Revenues:
Technology-enabled services
$
1,408.2
$
1,267.7
$
2,815.5
$
2,537.6
License, maintenance and related
287.5
269.1
527.3
513.1
Total revenues
1,695.7
1,536.8
3,342.8
3,050.7
Cost of revenues:
Technology-enabled services
771.6
693.9
1,512.1
1,361.2
License, maintenance and related
105.8
106.0
210.6
205.5
Total cost of revenues
877.4
799.9
1,722.7
1,566.7
Gross profit
818.3
736.9
1,620.1
1,484.0
Operating expenses:
Selling and marketing
160.5
152.4
312.2
304.7
Research and development
132.3
128.1
266.9
257.2
General and administrative
108.4
111.9
225.7
219.7
Total operating expenses
401.2
392.4
804.8
781.6
Operating income
417.1
344.5
815.3
702.4
Interest expense, net
(107.0
)
(105.5
)
(212.4
)
(210.7
)
Other income (expense), net
1.1
(1.1
)
7.9
6.1
Equity in earnings of unconsolidated affiliates, net
3.0
1.6
6.9
3.9
Loss on extinguishment of debt
—
—
(0.4
)
(0.9
)
Income before income taxes
314.2
239.5
617.3
500.8
Provision for income taxes
78.9
58.4
155.7
106.5
Net income
235.3
181.1
461.6
394.3
Net income attributable to noncontrolling interest
(0.5
)
(0.3
)
(0.7
)
(0.5
)
Net income attributable to SS&C common stockholders
$
234.8
$
180.8
$
460.9
$
393.8
Basic earnings per share attributable to SS&C common stockholders
$
0.99
$
0.74
$
1.92
$
1.60
Diluted earnings per share attributable to SS&C common stockholders
$
0.97
$
0.72
$
1.88
$
1.55
Basic weighted-average number of common shares outstanding
238.1
244.9
239.8
245.4
Diluted weighted-average number of common and common equivalent shares outstanding
242.0
252.2
244.6
253.5
Net income
$
235.3
$
181.1
$
461.6
$
394.3
Other comprehensive (loss) income, net of tax:
Foreign currency exchange translation adjustment
(2.6
)
207.8
(74.7
)
300.3
Change in defined benefit pension obligation
(0.2
)
—
0.2
—
Total other comprehensive (loss) income, net of tax
(2.8
)
207.8
(74.5
)
300.3
Comprehensive income
232.5
388.9
387.1
694.6
Comprehensive income attributable to noncontrolling interest
(0.5
)
(0.3
)
(0.7
)
(0.5
)
Comprehensive income attributable to SS&C common stockholders
$
232.0
$
388.6
$
386.4
$
694.1
5
SS&C Technologies Holdings, Inc. and Subsidiaries
Condensed Consolidated Balance Sheets
(in millions)
(unaudited)
June 30,
December 31,
2026
2025
Assets
Current assets:
Cash and cash equivalents
$
434.8
$
462.1
Funds receivable and funds held on behalf of clients
3,984.5
3,799.5
Accounts receivable, net
1,023.6
978.7
Contract asset
41.0
49.2
Prepaid expenses and other current assets
213.4
193.7
Restricted cash
2.3
4.5
Total current assets
5,699.6
5,487.7
Property, plant and equipment, net
265.3
289.5
Operating lease right-of-use assets
214.6
233.3
Investments
174.6
174.4
Unconsolidated affiliates
295.3
307.7
Contract asset
155.4
133.1
Goodwill
9,930.0
9,991.3
Intangible and other assets, net
3,873.8
4,094.7
Total assets
$
20,608.6
$
20,711.7
Liabilities and Equity
Current liabilities:
Current portion of long-term debt
$
265.0
$
25.0
Client funds obligations
3,984.5
3,799.5
Accounts payable
62.6
87.2
Income taxes payable
—
23.3
Accrued employee compensation and benefits
233.5
348.9
Interest payable
32.1
31.6
Other accrued expenses
290.1
303.4
Deferred revenue
486.4
492.4
Total current liabilities
5,354.2
5,111.3
Long-term debt, net of current portion
7,312.2
7,408.4
Operating lease liabilities
200.1
213.2
Other long-term liabilities
193.8
190.2
Deferred income taxes
837.8
846.8
Total liabilities
13,898.1
13,769.9
SS&C stockholders' equity
6,640.7
6,887.6
Noncontrolling interest
69.8
54.2
Total equity
6,710.5
6,941.8
Total liabilities and equity
$
20,608.6
$
20,711.7
6
SS&C Technologies Holdings, Inc. and Subsidiaries
Condensed Consolidated Statements of Cash Flows
(in millions)
(unaudited)
Six Months Ended June 30,
2026
2025
Cash flow from operating activities:
Net income
$
461.6
$
394.3
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization
361.9
345.7
Equity in earnings of unconsolidated affiliates, net
(6.9
)
(3.9
)
Distributions received from unconsolidated affiliates
16.9
—
Stock-based compensation expense
123.7
112.9
Unrealized net (gains) losses on investments
(1.2
)
3.5
Amortization of debt financing costs
3.7
3.3
Loss on extinguishment of debt
0.4
0.9
Loss on sale or disposition of property and equipment
2.9
0.1
Deferred income taxes
(7.1
)
(41.8
)
Provision for credit losses
11.6
9.2
Changes in operating assets and liabilities, excluding effects from acquisitions:
Accounts receivable
(59.3
)
(27.8
)
Prepaid expenses and other assets
(32.5
)
(35.5
)
Contract assets
(13.8
)
(24.3
)
Accounts payable
(25.8
)
(14.8
)
Accrued expenses and other liabilities
(113.2
)
(19.6
)
Income taxes prepaid and payable
2.1
(35.2
)
Deferred revenue
(8.6
)
(21.9
)
Net cash provided by operating activities
716.4
645.1
Cash flow from investing activities:
Business acquisitions, net of cash acquired
(0.2
)
(5.8
)
Additions to property and equipment
(19.3
)
(35.6
)
Proceeds from sale of property and equipment
2.1
—
Additions to capitalized software
(125.9
)
(99.8
)
Investments in securities
(7.5
)
(2.5
)
Proceeds from sales / maturities of investments
7.7
0.1
Distributions received from (contributions to) unconsolidated affiliates
2.8
(9.8
)
Collection of other non-current receivables
5.3
5.3
Net cash used in investing activities
(135.0
)
(148.1
)
Cash flow from financing activities:
Cash received from debt borrowings
450.0
122.0
Repayments of debt
(310.0
)
(312.0
)
Net decrease in client funds obligations
(132.1
)
(391.2
)
Proceeds from exercise of stock options
31.9
240.5
Withholding taxes paid related to equity award net share settlement
(55.8
)
(47.4
)
Purchases of common stock for treasury
(605.7
)
(477.2
)
Dividends paid on common stock
(129.3
)
(122.5
)
Proceeds from noncontrolling interests
14.9
—
Net cash used in financing activities
(736.1
)
(987.8
)
Effect of exchange rate changes on cash, cash equivalents and restricted cash
(6.9
)
11.7
Net decrease in cash, cash equivalents and restricted cash
(161.6
)
(479.1
)
Cash, cash equivalents and restricted cash and cash equivalents, beginning of period
3,573.8
3,370.5
Cash, cash equivalents and restricted cash and cash equivalents, end of period
$
3,412.2
$
2,891.4
Reconciliation of cash, cash equivalents and restricted cash and cash equivalents:
Cash and cash equivalents
$
434.8
$
480.3
Restricted cash and cash equivalents
2.3
2.6
Restricted cash and cash equivalents included in funds receivable and funds held on behalf of clients
2,975.1
2,408.5
$
3,412.2
$
2,891.4
7
SS&C Technologies Holdings, Inc. and Subsidiaries
Disclosures Relating to Non-GAAP Financial Measures
Note 1. Reconciliation of Revenues to Adjusted Revenues
Adjusted revenues represents revenues adjusted to include a) amounts that would have been recognized if deferred revenue were not adjusted to fair value at the date of acquisition and b) amounts that would have been recognized if not for adjustments to deferred revenue and retained earnings related to the adoption of ASC 606. Adjusted revenues is presented because we use this measure to evaluate performance of our business against prior periods and believe it is a useful indicator of the underlying performance of our business. Adjusted revenues is not a recognized term under generally accepted accounting principles (“GAAP”). Adjusted revenues does not represent revenues, as that term is defined under GAAP, and should not be considered as an alternative to revenues as an indicator of our operating performance. Adjusted revenues as presented herein is not necessarily comparable to similarly titled measures presented by other companies. Below is a reconciliation of adjusted revenues to revenues, the GAAP measure we believe to be most directly comparable to adjusted revenues.
Three Months Ended June 30,
Six Months Ended June 30,
(in millions)
2026
2025
2026
2025
Revenues
$
1,695.7
$
1,536.8
$
3,342.8
$
3,050.7
Purchase accounting adjustments impact on revenue
1.2
1.0
2.3
1.9
Adjusted revenues
$
1,696.9
$
1,537.8
$
3,345.1
$
3,052.6
The following is a breakdown of technology-enabled services and license, maintenance and related revenues and adjusted technology-enabled services and license, maintenance and related revenues.
Three Months Ended June 30,
Six Months Ended June 30,
(in millions)
2026
2025
2026
2025
Technology-enabled services
$
1,408.2
$
1,267.7
$
2,815.5
$
2,537.6
License, maintenance and related
287.5
269.1
527.3
513.1
Total revenues
$
1,695.7
$
1,536.8
$
3,342.8
$
3,050.7
Technology-enabled services
$
1,409.4
$
1,268.7
$
2,817.8
$
2,539.5
License, maintenance and related
287.5
269.1
527.3
513.1
Total adjusted revenues
$
1,696.9
$
1,537.8
$
3,345.1
$
3,052.6
8
Note 2. Reconciliation of Operating Income to Adjusted Operating Income
Adjusted operating income represents operating income adjusted for amortization of intangible assets, stock-based compensation, purchase accounting adjustments for deferred revenue and related costs, ASC 606 adoption impact and other expenses. Adjusted operating income is presented because we use this measure to evaluate performance of our business and believe it is a useful indicator of our underlying performance. Adjusted operating income is not a recognized term under GAAP. Adjusted operating income does not represent operating income, as that term is defined under GAAP, and should not be considered as an alternative to operating income as an indicator of our operating performance. Adjusted operating income as presented herein is not necessarily comparable to similarly titled measures by other companies. The following is a reconciliation between adjusted operating income and operating income, the GAAP measure we believe to be most directly comparable to adjusted operating income.
Three Months Ended June 30,
Six Months Ended June 30,
(in millions)
2026
2025
2026
2025
Operating income
$
417.1
$
344.5
$
815.3
$
702.4
Amortization of intangible assets
163.3
157.0
326.2
310.0
Stock-based compensation
62.0
60.2
123.7
112.9
Acquisition related
0.6
1.7
1.5
3.0
Facilities and workforce restructuring
9.4
17.1
18.6
24.2
Other (1)
3.0
4.0
4.9
8.3
Adjusted operating income
$
655.4
$
584.5
$
1,290.2
$
1,160.8
Adjusted operating income attributable to noncontrolling interest (2)
(1.6
)
(1.0
)
(2.8
)
(2.0
)
Adjusted operating income attributable to SS&C common stockholders
$
653.8
$
583.5
$
1,287.4
$
1,158.8
(1)
Other includes additional expenses and income that are permitted to be excluded per the terms of our Credit Agreement from Consolidated EBITDA, a financial measure used in calculating our covenant compliance.
(2)
Adjusted operating income attributable to noncontrolling interest represents the proportionate share of adjusted operating income of DomaniRx, LLC (a consolidated joint venture) retained by our joint venture partners.
9
Note 3. Reconciliation of Net Income to EBITDA, Consolidated EBITDA and Adjusted Consolidated EBITDA
EBITDA represents net income before interest expense, income taxes, depreciation and amortization. Consolidated EBITDA, defined under our Credit Agreement entered into in April 2018, as amended, is used in calculating covenant compliance, and is EBITDA adjusted for certain items. Consolidated EBITDA is calculated by subtracting from or adding to EBITDA items of income or expense described below. Adjusted Consolidated EBITDA is calculated by subtracting acquired EBITDA (as defined below) from Consolidated EBITDA. EBITDA, Consolidated EBITDA and Adjusted Consolidated EBITDA are presented because we use these measures to evaluate performance of our business and believe them to be useful indicators of an entity’s debt capacity and its ability to service debt. EBITDA, Consolidated EBITDA and Adjusted Consolidated EBITDA are not recognized terms under GAAP and should not be considered in isolation or as alternatives to operating income, net income or cash flows from operating activities as indicators of our operating performance. These measures are not necessarily comparable to similarly titled measures by other companies. The following is a reconciliation of EBITDA, Consolidated EBITDA and Adjusted Consolidated EBITDA to net income.
Three Months Ended June 30,
Six Months Ended June 30,
Twelve Months Ended June 30,
(in millions)
2026
2025
2026
2025
2026
Net income
$
235.3
$
181.1
$
461.6
$
394.3
$
866.0
Interest expense, net
107.0
105.5
212.4
210.7
428.0
Provision for income taxes
78.9
58.4
155.7
106.5
225.4
Depreciation and amortization
180.9
174.9
361.9
345.7
720.0
EBITDA
602.1
519.9
1,191.6
1,057.2
2,239.4
Stock-based compensation
62.0
60.2
123.7
112.9
268.5
Acquired EBITDA and cost savings (1)
—
—
—
—
18.5
Equity in earnings of unconsolidated affiliates, net
(3.0
)
(1.6
)
(6.9
)
(3.9
)
6.4
Investment gains (2)
(2.8
)
(0.9
)
(11.5
)
(10.2
)
(15.4
)
Facilities and workforce restructuring
9.4
17.1
18.6
24.2
39.5
Acquisition related
0.6
1.7
1.5
3.0
10.1
Other (3)
4.0
4.9
7.5
11.0
47.5
Consolidated EBITDA
$
672.3
$
601.3
$
1,324.5
$
1,194.2
$
2,614.5
Acquired EBITDA and cost savings (1)
—
—
—
—
(18.5
)
Adjusted Consolidated EBITDA
$
672.3
$
601.3
$
1,324.5
$
1,194.2
$
2,596.0
Adjusted Consolidated EBITDA attributable to noncontrolling interest (4)
(1.6
)
(0.9
)
(2.8
)
(1.9
)
(4.1
)
Adjusted Consolidated EBITDA attributable to SS&C common stockholders
$
670.7
$
600.4
$
1,321.7
$
1,192.3
$
2,591.9
(1)
Acquired EBITDA reflects the EBITDA impact of significant businesses that were acquired during the last twelve months as if the acquisition occurred at the beginning of the trailing twelve-month period, as well as cost savings enacted in connection with acquisitions.
(2)
Investment gains includes unrealized fair value adjustments of investments and dividend income received on investments.
(3)
Other includes additional expenses and income that are permitted to be excluded per the terms of our Credit Agreement from Consolidated EBITDA, a financial measure used in calculating our covenant compliance, and includes a loss on the sale of fixed assets of $33.3 million during the twelve months ended June 30, 2026.
(4)
Adjusted Consolidated EBITDA attributable to noncontrolling interest represents the proportionate share of adjusted Consolidated EBITDA of DomaniRx, LLC (a consolidated joint venture) retained by our joint venture partners.
10
Note 4. Reconciliation of Net Income to Adjusted Net Income and Diluted Earnings Per Share Attributable to SS&C to Adjusted Diluted Earnings Per Share Attributable to SS&C
Adjusted net income and adjusted diluted earnings per share attributable to SS&C represent net income and earnings per share attributable to SS&C before amortization of intangible assets and deferred financing costs, stock-based compensation, purchase accounting adjustments and other items. We consider adjusted net income and adjusted diluted earnings per share attributable to SS&C to be important to management and investors because they represent our operational performance exclusive of the effects of amortization of intangible assets and deferred financing costs, stock-based compensation, purchase accounting adjustments, loss on extinguishment of debt and other items, that are not operational in nature or comparable to those of our competitors. Adjusted net income and adjusted diluted earnings per share are not recognized terms under GAAP. Adjusted net income and adjusted diluted earnings per share do not represent net income or diluted earnings per share, as those terms are defined under GAAP, and should not be considered as alternatives to net income or diluted earnings per share as indicators of our operating performance. Adjusted net income and adjusted diluted earnings per share attributable to SS&C as presented herein are not necessarily comparable to similarly titled measures presented by other companies. Below is a reconciliation of adjusted net income and adjusted diluted earnings per share attributable to SS&C to net income and diluted earnings per share attributable to SS&C, the GAAP measures we believe to be most directly comparable to adjusted net income and adjusted diluted earnings per share.
Three Months Ended June 30,
Six Months Ended June 30,
(in millions, except per share data)
2026
2025
2026
2025
GAAP – Net income
$
235.3
$
181.1
$
461.6
$
394.3
Amortization of intangible assets
163.3
157.0
326.2
310.0
Stock-based compensation
62.0
60.2
123.7
112.9
Equity in earnings of unconsolidated affiliates, net
(3.0
)
(1.6
)
(6.9
)
(3.9
)
Investment (gains) losses (1)
(1.8
)
1.7
(1.3
)
3.5
Facilities and workforce restructuring
9.4
17.1
18.6
24.2
Acquisition related
0.6
1.7
1.5
3.0
Other (2)
6.5
7.8
12.6
16.7
Income tax effect (3)
(45.1
)
(48.0
)
(89.9
)
(106.3
)
Adjusted net income
$
427.2
$
377.0
$
846.1
$
754.4
Adjusted net income attributable to noncontrolling interest (4)
(1.6
)
(1.4
)
(2.8
)
(2.7
)
Adjusted net income attributable to SS&C common stockholders
$
425.6
$
375.6
$
843.3
$
751.7
Adjusted diluted earnings per share attributable to SS&C common stockholders
$
1.76
$
1.49
$
3.45
$
2.97
GAAP diluted earnings per share attributable to SS&C common stockholders
$
0.97
$
0.72
$
1.88
$
1.55
Diluted weighted-average shares outstanding
242.0
252.2
244.6
253.5
(1)
Investment (gains) losses includes unrealized fair value adjustments of investments.
(2)
Other includes additional expenses and income that are permitted to be excluded per the terms of our Credit Agreement from Consolidated EBITDA, a financial measure used in calculating our covenant compliance.
(3)
An estimated effective tax rate of 22.5% has been used to adjust the provision for income taxes for the purpose of computing adjusted net income for the three and six months ended June 30, 2026. An effective tax rate of 22% has been used to retroactively adjust the provision for income taxes for the purpose of computing adjusted net income for the three and six months ended June 30, 2025.
(4)
Adjusted net income attributable to noncontrolling interest represents the proportionate share of adjusted net income of DomaniRx, LLC (a consolidated joint venture) retained by our joint venture partners.
11
EX-99.2
EX-99.2
Filename: ssnc-ex99_2.htm · Sequence: 3
SS&C Technologies (NASDAQ:SSNC)Q2 2026 Earnings Results
© SS&C Technologies, Inc. This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning plans, objectives, goals, strategies, expectations, intentions, projections, developments, future events, performance or products, underlying assumptions, and other statements which are other than statements of historical facts. In some cases, you can identify forward-looking statements by terminology such as ''may,'' ''will,'' ''should,'' "hope,'' "expects,'' ''intends,'' ''plans,'' ''anticipates,'' "contemplates," ''believes,'' ''estimates,'' ''predicts,'' ''projects,'' ''potential,'' ''continue,'' and other similar terminology or the negative of these terms. From time to time, we may publish or otherwise make available forward-looking statements of this nature. All such forward-looking statements, whether written or oral, and whether made by us or on our behalf, are expressly qualified by the cautionary statements described on this message including those set forth below. All statements contained in this presentation are made only as of the date of this presentation. In addition, except to the extent required by applicable securities laws, we undertake no obligation to update or revise any forward-looking statements to reflect events, circumstances, or new information after the date of the information or to reflect the occurrence or likelihood of unanticipated events, and we disclaim any such obligation. Forward-looking statements are only predictions that relate to future events or our future performance and are subject to known and unknown risks, uncertainties, assumptions, and other factors that may cause actual results, outcomes, levels of activity, performance, developments, or achievements to be materially different from any future results, outcomes, levels of activity, performance, developments, or achievements expressed, anticipated, or implied by these forward-looking statements. Other factors that could affect actual results, outcomes, levels of activity, performance, developments or achievements can be found under the heading “Risk Factors” in SS&C Technologies Holdings, Inc.’s most recent Annual Report on Form 10-K and Quarterly Report on Form 10-Q. As a result, we cannot guarantee future results, outcomes, levels of activity, performance, developments, or achievements, and there can be no assurance that our expectations, intentions, anticipations, beliefs, or projections will result or be achieved or accomplished. SAFE HARBOR STATEMENT
© SS&C Technologies, Inc. Record Adjusted Revenue of $1,696.9 million, up 10.3 percent. Q2 2026 Adjusted Organic Revenue Growth was 7.6 percent. Net cash generated from operating activities of $716.4 million for the six months ended June 30, 2026, up 11.1 percent compared to the same period in 2025. Returned $499.2 million to shareholders in Q2 2026, which included a record 6.4 million shares repurchased for $435.2 million and $64.0 million in common stock dividends. Record adjusted consolidated EBITDA of $670.7 million, up 11.7 percent, with a margin of 39.5 percent. Record adjusted diluted earnings per share of $1.76, up 18.1 percent. Q2 2026 HIGHLIGHTS
© SS&C Technologies, Inc. Q2 2026 FINANCIAL HIGHLIGHTS Note: See appendix for reconciliation of non-GAAP financial measures Metric Q2 2026 Q2 2025 $ +/- % +/- Adjusted Revenues ($M) $1,696.9 $1,537.8 $159.1 10.3% Adjusted Operating Income ($M) $653.8 $583.5 $70.3 12.0% Adjusted Consolidated EBITDA ($M) $670.7 $600.4 $70.3 11.7% Adjusted Consolidated EBITDA margin 39.5% 39.0% - 50 bps Operating Cash Flow for the six months ended June 30, 2026 ($M) $716.4 $645.1 $71.3 11.1% Adjusted Diluted Earnings Per Share $1.76 $1.49 $0.27 18.1%
DEBT REVIEW AND CAPITAL ALLOCATION © SS&C Technologies, Inc. SS&C generated net cash from operating activities of $716.4 million for the six months ended June 30, 2026, compared to $645.1 million for the same period in 2025. Debt Net leverage ratio is 2.75x, secured net leverage ratio is 1.70x LTM consolidated EBITDA of $2,610.4 million. Shareholder Returns Q2 2026 we bought back 6.4 million shares for $435.2 million, at an average price of $67.57 per share. Paid $64.0 million in common stock dividends for the three months ended June 30, 2026. 100% directly to shareholders 100% directly to shareholders Mix of Capital Allocation
© SS&C Technologies, Inc. ORGANIC GROWTH CALCULATIONS 2026 Q1 2026 Q2 2026 Total Adjusted Revenues ($M) 1,648.2 1,696.9 FX ($M) (22.4) (5.4) Acquisitions ($M) (34.9) (35.9) Organic Revenues ($M) 1,590.9 1,655.6 Organic Revenue Growth Rate (%) 5.0% 7.6%
© SS&C Technologies, Inc. ADJUSTED ORGANIC GROWTH BY BUSINESS 1Hedge Fund Admin, Private Markets Admin, Registered Services, Retail Alternatives 2Includes Retirement and Distribution Solutions 3Includes Advent, Eze/Financial Markets, I&IM, ALPS Advisors, & other technology 4Includes Blue Prism, Regulatory Solutions, Algorithmics Business 2025 Revenue Base Q1 2026 Q2 2026 Consolidated $6.28 B 5.0% 7.6% GlobeOp1 $1.77 B 6.7% 9.0% GIDS and related2 $1.60 B 10.4% 8.9% Wealth and Investment Technologies3 $1.51 B (0.4%) 9.8% Intralinks $569 M 3.2% 7.4% Intelligent Automation & Analytics4 $565 M 0.5% (1.0%) Healthcare $261 M 3.7% (3.1%)
Adjusted consolidated EBITDA ($M) and EBITDA margin (%) 38.8% 39.2% 39.8%1 © SS&C Technologies, Inc. ADJUSTED REVENUE AND ADJUSTED CONSOLIDATED EBITDA Adjusted revenue ($M) Note: See appendix for reconciliation of non-GAAP financial measures 1Midpoint of 2026 guidance
© SS&C Technologies, Inc. Quarterly retention rate is based on a rolling prior twelve months for all of SS&C. Acquisitions are not included in retention rate calculation until one year post-acquisition. REVENUE RETENTION
© SS&C Technologies, Inc. ADJUSTED NET INCOME & ADJUSTED DILUTED EPS Adjusted net income ($M) Adjusted diluted EPS Note: See appendix for reconciliation of non-GAAP financial measures * 2025 quarterly amounts presented using an effective tax rate of 22.0%; refer to appendix for additional information 1Midpoint of 2026 guidance
© SS&C Technologies, Inc. ALTERNATIVE ASSETS UNDER ADMINISTRATION ($B) Up $593 billion over 2 years
QUARTERLY GUIDANCE Q3 2026 Adjusted Revenues ($M) $1,657 – $1,697 Organic growth Midpoint (%) 5.0% Interest Expense ($M)1 $103 – $105 Adjusted Net Income ($M) $413 – $429 Adjusted Diluted Earnings Per Share $1.73 – $1.79 Cash from Operating Activities ($M) – Capital Expenditures (% of revenue) – Diluted Shares (M) 237.6 – 240.6 Effective Income Tax Rate (%) 21.5% – 23.5% SS&C does not provide reconciliations of guidance for Adjusted Revenues and Adjusted Net Income to comparable GAAP measures, in reliance on the unreasonable efforts exception provided under Item 10(e)(1)(i)(B) of Regulation S-K. SS&C is unable, without unreasonable efforts, to forecast certain items required to develop meaningful comparable GAAP financial measures. These items include acquisition transactions and integration, foreign exchange rate changes, as well as other non-cash and other adjustments as defined under the Company’s Credit agreement, that are difficult to predict in advance in order to include in a GAAP estimate. The unavailable information could have a significant impact on Q3 2026 and FY 2026 GAAP financial results. 1Interest expense is net of deferred financing cost amortization and original issue discount © SS&C Technologies, Inc.
FULL YEAR GUIDANCE FY 2026 (as of 7/23/26) FY 2026 (as of 4/23/26) Adjusted Revenues ($M) Midpoint $6,672 – $6,832 $6,752 $6,664 – $6,824 $6,744 Organic growth Midpoint (%) 5.5% 5.3% Interest Expense ($M)1 $406 – $416 $398 – $408 Adjusted Net Income ($M) $1,670 – $1,770 $1,665 – $1,765 Adjusted Diluted Earnings Per Share Midpoint $6.93 – $7.25 $7.09 $6.74 – $7.06 $6.90 Cash from Operating Activities ($M) $1,717 – $1,817 $1,713 – $1,813 Capital Expenditures (% of revenue) 4.4% – 4.8% 4.4% – 4.8% Diluted Shares (M) 241.0 – 244.0 245.6 – 251.6 Effective Income Tax Rate (%) 21.5% – 23.5% 21.5% – 23.5% SS&C does not provide reconciliations of guidance for Adjusted Revenues and Adjusted Net Income to comparable GAAP measures, in reliance on the unreasonable efforts exception provided under Item 10(e)(1)(i)(B) of Regulation S-K. SS&C is unable, without unreasonable efforts, to forecast certain items required to develop meaningful comparable GAAP financial measures. These items include acquisition transactions and integration, foreign exchange rate changes, as well as other non-cash and other adjustments as defined under the Company’s Credit agreement, that are difficult to predict in advance in order to include in a GAAP estimate. The unavailable information could have a significant impact on Q3 2026 and FY 2026 GAAP financial results. 1Interest expense is net of deferred financing cost amortization and original issue discount © SS&C Technologies, Inc.
APPENDIX
Adjusted revenues represents revenues adjusted to include a) amounts that would have been recognized if deferred revenue were not adjusted to fair value at the date of acquisition and b) amounts that would have been recognized if not for adjustments to deferred revenue and retained earnings related to the adoption of ASC 606. Adjusted revenues is presented because we use this measure to evaluate performance of our business against prior periods and believe it is a useful indicator of the underlying performance of our business. Adjusted revenues is not a recognized term under generally accepted accounting principles (“GAAP”). Adjusted revenues does not represent revenues, as that term is defined under GAAP, and should not be considered as an alternative to revenues as an indicator of our operating performance. Adjusted revenues as presented herein is not necessarily comparable to similarly titled measures presented by other companies. Below is a reconciliation of adjusted revenues to revenues, the GAAP measure we believe to be most directly comparable to adjusted revenues. Reconciliation of revenues to adjusted revenues The following is a breakdown of technology-enabled services and license, maintenance and related revenues and adjusted technology-enabled services and license, maintenance and related revenues.
Adjusted operating income represents operating income adjusted for amortization of intangible assets, stock-based compensation, purchase accounting adjustments for deferred revenue and related costs, ASC 606 adoption impact and other expenses. Adjusted operating income is presented because we use this measure to evaluate performance of our business and believe it is a useful indicator of our underlying performance. Adjusted operating income is not a recognized term under GAAP. Adjusted operating income does not represent operating income, as that term is defined under GAAP, and should not be considered as an alternative to operating income as an indicator of our operating performance. Adjusted operating income as presented herein is not necessarily comparable to similarly titled measures by other companies. The following is a reconciliation between adjusted operating income and operating income, the GAAP measure we believe to be most directly comparable to adjusted operating income. Reconciliation of operating income to adjusted operating income Other includes additional expenses and income that are permitted to be excluded per the terms of our Credit Agreement from Consolidated EBITDA, a financial measure used in calculating our covenant compliance. Acquisition related includes costs related to both current acquisitions and the resolution of pre-acquisition matters for prior period acquisitions. Adjusted operating income attributable to noncontrolling interest represents the proportionate share of adjusted operating income of DomaniRx, LLC (a consolidated joint venture) retained by our joint venture partners.
EBITDA represents net income before interest expense, income taxes, depreciation and amortization. Consolidated EBITDA, defined under our Credit Agreement entered into in April 2018, as amended, is used in calculating covenant compliance, and is EBITDA adjusted for certain items. Consolidated EBITDA is calculated by subtracting from or adding to EBITDA items of income or expense described below. Adjusted Consolidated EBITDA is calculated by subtracting acquired EBITDA (as defined below) from Consolidated EBITDA. EBITDA, Consolidated EBITDA and Adjusted Consolidated EBITDA are presented because we use these measures to evaluate performance of our business and believe them to be useful indicators of an entity’s debt capacity and its ability to service debt. EBITDA, Consolidated EBITDA and Adjusted Consolidated EBITDA are not recognized terms under GAAP and should not be considered in isolation or as alternatives to operating income, net income or cash flows from operating activities as indicators of our operating performance. These measures are not necessarily comparable to similarly titled measures by other companies. The following is a reconciliation of EBITDA, Consolidated EBITDA and Adjusted Consolidated EBITDA to net income. Reconciliation of net income to EBITDA, consolidated EBITDA and adjusted consolidated EBITDA
Acquired EBITDA reflects the EBITDA impact of significant businesses that were acquired during the last twelve months as if the acquisition occurred at the beginning of the trailing twelve-month period, as well as cost savings enacted in connection with acquisitions. Investment gains includes unrealized fair value adjustments of investments and dividend income received on investments. Other includes additional expenses and income that are permitted to be excluded per the terms of our Credit Agreement from Consolidated EBITDA, a financial measure used in calculating our covenant compliance, and includes a loss on the sale of fixed assets of $33.3 million during the twelve months ended June 30, 2026. Adjusted Consolidated EBITDA attributable to noncontrolling interest represents the proportionate share of adjusted Consolidated EBITDA of DomaniRx, LLC (a consolidated joint venture) retained by our joint venture partners. Reconciliation of net income to EBITDA, consolidated EBITDA and adjusted consolidated EBITDA
Adjusted net income and adjusted diluted earnings per share attributable to SS&C represent net income and earnings per share attributable to SS&C before amortization of intangible assets and deferred financing costs, stock-based compensation, purchase accounting adjustments and other items. We consider adjusted net income and adjusted diluted earnings per share attributable to SS&C to be important to management and investors because they represent our operational performance exclusive of the effects of amortization of intangible assets and deferred financing costs, stock-based compensation, purchase accounting adjustments, loss on extinguishment of debt and other items, that are not operational in nature or comparable to those of our competitors. Adjusted net income and adjusted diluted earnings per share are not recognized terms under GAAP. Adjusted net income and adjusted diluted earnings per share do not represent net income or diluted earnings per share, as those terms are defined under GAAP, and should not be considered as alternatives to net income or diluted earnings per share as indicators of our operating performance. Adjusted net income and adjusted diluted earnings per share attributable to SS&C as presented herein are not necessarily comparable to similarly titled measures presented by other companies. Below is a reconciliation of adjusted net income and adjusted diluted earnings per share attributable to SS&C to net income and diluted earnings per share attributable to SS&C, the GAAP measures we believe to be most directly comparable to adjusted net income and adjusted diluted earnings per share. Reconciliation of net income to adjusted net income attributable to SS&C and diluted earnings per share to adjusted diluted earnings per share attributable to SS&C
Investment (gains) losses includes unrealized fair value adjustments of investments. Other includes additional expenses and income that are permitted to be excluded per the terms of our Credit Agreement from Consolidated EBITDA, a financial measure used in calculating our covenant compliance. An estimated effective tax rate of 22.5% has been used to adjust the provision for income taxes for the purpose of computing adjusted net income for the three and six months ended June 30, 2026. An effective tax rate of 22% has been used to retroactively adjust the provision for income taxes for the purpose of computing adjusted net income for the three and six months ended June 30, 2025. Adjusted net income attributable to noncontrolling interest represents the proportionate share of adjusted net income of DomaniRx, LLC (a consolidated joint venture) retained by our joint venture partners. Reconciliation of net income to adjusted net income and diluted earnings per share to adjusted diluted earnings per share
THANK YOU. © SS&C Technologies, Inc.
GRAPHIC
GRAPHIC
Filename: img79606320_0.jpg · Sequence: 4
Binary file (12697 bytes)
Download img79606320_0.jpg
GRAPHIC
GRAPHIC
Filename: img79606320_1.jpg · Sequence: 5
Binary file (27864 bytes)
Download img79606320_1.jpg
GRAPHIC
GRAPHIC
Filename: img187440693_0.jpg · Sequence: 6
Binary file (150823 bytes)
Download img187440693_0.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s1.jpg · Sequence: 7
Binary file (154423 bytes)
Download ssnc-ex99_2s1.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s2.jpg · Sequence: 8
Binary file (496031 bytes)
Download ssnc-ex99_2s2.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s3.jpg · Sequence: 9
Binary file (337379 bytes)
Download ssnc-ex99_2s3.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s4.jpg · Sequence: 10
Binary file (221650 bytes)
Download ssnc-ex99_2s4.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s5.jpg · Sequence: 11
Binary file (275777 bytes)
Download ssnc-ex99_2s5.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s6.jpg · Sequence: 12
Binary file (209681 bytes)
Download ssnc-ex99_2s6.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s7.jpg · Sequence: 13
Binary file (241554 bytes)
Download ssnc-ex99_2s7.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s8.jpg · Sequence: 14
Binary file (277112 bytes)
Download ssnc-ex99_2s8.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s9.jpg · Sequence: 15
Binary file (190693 bytes)
Download ssnc-ex99_2s9.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s10.jpg · Sequence: 16
Binary file (235745 bytes)
Download ssnc-ex99_2s10.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s11.jpg · Sequence: 17
Binary file (204790 bytes)
Download ssnc-ex99_2s11.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s12.jpg · Sequence: 18
Binary file (306181 bytes)
Download ssnc-ex99_2s12.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s13.jpg · Sequence: 19
Binary file (343553 bytes)
Download ssnc-ex99_2s13.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s14.jpg · Sequence: 20
Binary file (104786 bytes)
Download ssnc-ex99_2s14.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s15.jpg · Sequence: 21
Binary file (447552 bytes)
Download ssnc-ex99_2s15.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s16.jpg · Sequence: 22
Binary file (447465 bytes)
Download ssnc-ex99_2s16.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s17.jpg · Sequence: 23
Binary file (453783 bytes)
Download ssnc-ex99_2s17.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s18.jpg · Sequence: 24
Binary file (261971 bytes)
Download ssnc-ex99_2s18.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s19.jpg · Sequence: 25
Binary file (565015 bytes)
Download ssnc-ex99_2s19.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s20.jpg · Sequence: 26
Binary file (264789 bytes)
Download ssnc-ex99_2s20.jpg
GRAPHIC
GRAPHIC
Filename: ssnc-ex99_2s21.jpg · Sequence: 27
Binary file (114760 bytes)
Download ssnc-ex99_2s21.jpg
XML — IDEA: XBRL DOCUMENT
XML
Filename: R1.htm · Sequence: 30
v3.26.1
Document And Entity Information
Jul. 23, 2026
Cover [Abstract]
Document Type
8-K
Amendment Flag
false
Document Period End Date
Jul. 23, 2026
Entity Registrant Name
SS&C TECHNOLOGIES HOLDINGS, INC.
Entity Central Index Key
0001402436
Entity Emerging Growth Company
false
Entity File Number
001-34675
Entity Incorporation, State or Country Code
DE
Entity Tax Identification Number
71-0987913
Entity Address, Address Line One
80 Lamberton Road
Entity Address, City or Town
Windsor
Entity Address, State or Province
CT
Entity Address, Postal Zip Code
06095
City Area Code
860
Local Phone Number
298-4500
Written Communications
false
Soliciting Material
false
Pre-commencement Tender Offer
false
Pre-commencement Issuer Tender Offer
false
Security12b Title
Common stock, par value $0.01 per share
Trading Symbol
SSNC
Security Exchange Name
NASDAQ
X
- Definition
Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.
+ References
No definition available.
+ Details
Name:
dei_AmendmentFlag
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Area code of city
+ References
No definition available.
+ Details
Name:
dei_CityAreaCode
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Cover page.
+ References
No definition available.
+ Details
Name:
dei_CoverAbstract
Namespace Prefix:
dei_
Data Type:
xbrli:stringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.
+ References
No definition available.
+ Details
Name:
dei_DocumentPeriodEndDate
Namespace Prefix:
dei_
Data Type:
xbrli:dateItemType
Balance Type:
na
Period Type:
duration
X
- Definition
The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.
+ References
No definition available.
+ Details
Name:
dei_DocumentType
Namespace Prefix:
dei_
Data Type:
dei:submissionTypeItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Address Line 1 such as Attn, Building Name, Street Name
+ References
No definition available.
+ Details
Name:
dei_EntityAddressAddressLine1
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Name of the City or Town
+ References
No definition available.
+ Details
Name:
dei_EntityAddressCityOrTown
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Code for the postal or zip code
+ References
No definition available.
+ Details
Name:
dei_EntityAddressPostalZipCode
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Name of the state or province.
+ References
No definition available.
+ Details
Name:
dei_EntityAddressStateOrProvince
Namespace Prefix:
dei_
Data Type:
dei:stateOrProvinceItemType
Balance Type:
na
Period Type:
duration
X
- Definition
A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b-2
+ Details
Name:
dei_EntityCentralIndexKey
Namespace Prefix:
dei_
Data Type:
dei:centralIndexKeyItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Indicate if registrant meets the emerging growth company criteria.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b-2
+ Details
Name:
dei_EntityEmergingGrowthCompany
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.
+ References
No definition available.
+ Details
Name:
dei_EntityFileNumber
Namespace Prefix:
dei_
Data Type:
dei:fileNumberItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Two-character EDGAR code representing the state or country of incorporation.
+ References
No definition available.
+ Details
Name:
dei_EntityIncorporationStateCountryCode
Namespace Prefix:
dei_
Data Type:
dei:edgarStateCountryItemType
Balance Type:
na
Period Type:
duration
X
- Definition
The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b-2
+ Details
Name:
dei_EntityRegistrantName
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b-2
+ Details
Name:
dei_EntityTaxIdentificationNumber
Namespace Prefix:
dei_
Data Type:
dei:employerIdItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Local phone number for entity.
+ References
No definition available.
+ Details
Name:
dei_LocalPhoneNumber
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 13e
-Subsection 4c
+ Details
Name:
dei_PreCommencementIssuerTenderOffer
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 14d
-Subsection 2b
+ Details
Name:
dei_PreCommencementTenderOffer
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Title of a 12(b) registered security.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b
+ Details
Name:
dei_Security12bTitle
Namespace Prefix:
dei_
Data Type:
dei:securityTitleItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Name of the Exchange on which a security is registered.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection d1-1
+ Details
Name:
dei_SecurityExchangeName
Namespace Prefix:
dei_
Data Type:
dei:edgarExchangeCodeItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 14a
-Subsection 12
+ Details
Name:
dei_SolicitingMaterial
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Trading symbol of an instrument as listed on an exchange.
+ References
No definition available.
+ Details
Name:
dei_TradingSymbol
Namespace Prefix:
dei_
Data Type:
dei:tradingSymbolItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Securities Act
-Number 230
-Section 425
+ Details
Name:
dei_WrittenCommunications
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration