Ss&c Technologies Holdings, Inc. · NASDAQ:SSNC
Ss&c Technologies — Q4 2025 Earnings Presentation
20 slides from Ss&c Technologies's earnings presentation, Feb 5, 2026
Slide 1: Q4 2025 Earnings Results
SS&C Technologies (NASDAQ:SSNC) Q4 2025 Earnings Results
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT 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,
Slide 3: Q4 and FY 2025 Highlights
Q4 AND FY 2025 HIGHLIGHTS • Q4 2025 GAAP Revenue growth and Adjusted Revenue growth were 8.1 percent. FY 2025 GAAP Revenue growth and Adjusted Revenue growth were 6.6 percent. • Q4 and FY 2025 Adjusted Organic Revenue Growth were 5.3 and 4.8 percent, respectively. • Net cash generated from operating
Slide 4: Q4 2025 Financial Highlights
Q4 2025 FINANCIAL HIGHLIGHTS Metric Q4 2025 Q4 2024 $ +/- % +/- Adjusted Revenues ($M) $1,654.6 $1,530.7 $123.9 8.1% Adjusted Operating Income attributable to SS&C ($M) $634.2 $581.9 $52.3 9.0% Adjusted Consolidated EBITDA attributable to SS&C ($M) $651.0 $599.1 $51.9 8.7% Adjusted Consolidated EBIT
Slide 5: Debt Review and Capital Allocation
DEBT REVIEW AND CAPITAL ALLOCATION Mix of Capital Allocation SS&C generated net cash from operating activities of Q4 2025 - $1,635 million $1,744.8 million for the twelve months ended December 31, 2025, compared to $1,388.6 million for the same period in 2024. 19% • Debt 23% directly to 13% sharehol
Slide 6: Organic Growth Calculations 2025
ORGANIC GROWTH CALCULATIONS 2025 Q1 2025 Q2 2025 Q3 2025 Q4 2025 FY 2025 Total Adjusted Revenues ($M) 1,514.8 1,537.8 1,569.0 1,654.6 6,276.2 FX ($M) 6.9 (13.6) (9.2) (15.7) (31.6) Acquisitions ($M) (13.0) (20.8) (16.6) (27.1) (77.5) Organic Revenues ($M) 1,508.7 1,503.4 1,543.2 1,611.8 6,167.1 Orga
Slide 7: Adjusted Organic Growth by Business
ADJUSTED ORGANIC GROWTH BY BUSINESS 2024 Q1 Q2 Q3 Q4 FY Business Revenue 2025 2025 2025 2025 2025 Base Consolidated $5.89 B 5.1% 3.5% 5.2% 5.3% 4.8% GlobeOp1 $1.57 B 10.3% 7.3% 9.6% 9.6% 9.2% GIDS and related2 $1.46 B 3.2% 2.9% 9.0% 13.2% 7.1% Wealth and Investment $1.46 B 3.9% 4.0% 1.1% 2.8% 2.9% T
Slide 8: Adjusted Revenue and Adjusted Consolidated EBITDA
ADJUSTED REVENUE AND ADJUSTED CONSOLIDATED EBTIDA Adjusted revenue ($M) $6,734 1 8.1% 8.4% $6,276 7.0% $5,886 5.9% 5.5% $1,654.6 $1,569.0 $1,530.7 $1,537.8 $1,514.8 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 FY 2024 FY 2025 FY 2026 E Revenue YoY Growth 39.7%1 Adjusted consolidated EBITDA ($M) and EBITD
Slide 9: Revenue Retention Rates
REVENUE RETENTION RATES • Quarterly retention rate is based on a rolling prior twelve months for all of SS&C. • Acquisitions are not 97.1% 97.1% 97.0% 97.1% 96.8% included in retention rate 96.4% 96.4% calculation until one year post-acquisition. Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 FY 2024 FY 20
Slide 10: Adjusted Net Income and Adjusted Diluted EPS
ADJUSTED NET INCOME & ADJUSTED DILUTED EPS Adjusted net income attributable to SS&C ($M) $1,712 1 $1,533 $424.8 $1,372 $396.0 $363.7 $366.4 $366.0 Q4 2024* Q1 2025 Q2 2025 Q3 2025 Q4 2025 FY 2024 FY 2025 FY 2026 E Adjusted diluted EPS attributable to SS&C $6.86 1 $1.69 $6.14 $1.57 $5.41 $1.43 $1.44
Slide 11: Alternative Assets Under Administration
ALTERNATIVE ASSETS UNDER ADMINISTRATION ($B) $2,966 $2,547 $2,628 $2,467 $2,488 $2,499 $2,502 $2,329 $2,400 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 © SS&C Technologies, Inc. 11
Slide 12: Guidance
GUIDANCE Q1 2026 FY 2026 Adjusted Revenues ($M) $1,608 – $1,648 $6,654 – $6,814 Organic growth Midpoint (%) 5.0% 5.1% Interest Expense ($M)1 $102 – $104 $398 – $408 Adjusted Net Income attributable to SS&C ($M) $404 – $420 $1,662 – $1,762 Adjusted Diluted Earnings Per Share attributable to SS&C $1.6
Slide 13: Appendix
APPENDIX
Slide 14: Reconciliation of Revenues to Adjusted Revenues
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
Slide 15: Reconciliation of Operating Income to Adjusted Operating Income
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 ex
Slide 16: Reconciliation of Net Income to EBITDA
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 c
Slide 17: Reconciliation of Net Income to EBITDA
Reconciliation of net income to EBITDA, consolidated EBITDA and adjusted consolidated EBITDA 1) Acquired EBITDA reflects the EBITDA impact of significant businesses that were acquired during the period as if the acquisition occurred at the beginning of the period, as well as cost savings enacted in
Slide 18: Reconciliation of Net Income to Adjusted Net Income
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 Adjusted net income and adjusted diluted earnings per share attributable to SS&C represent net income and earnings per share attributabl
Slide 19: Reconciliation of Net Income to Adjusted Net Income
Reconciliation of net income to adjusted net income and diluted earnings per share to adjusted diluted earnings per share 1) Purchase accounting adjustments include (a) an adjustment to increase revenues by the amount that would have been recognized if deferred revenue were not adjusted to fair valu
Slide 20: Thank You
THANK YOU. © SS&C Technologies, Inc.
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