Ss&c Technologies Holdings, Inc. · NASDAQ:SSNC
Ss&c Technologies — Q2 2026 Earnings Presentation
21 slides from Ss&c Technologies's earnings presentation, Jul 23, 2026
Slide 1: SS&C Technologies Q2 2026 Earnings Results
SS&C Technologies (NASDAQ:SSNC) Q2 2026 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: Q2 2026 Highlights
Q2 2026 HIGHLIGHTS • 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.
Slide 4: Q2 2026 Financial Highlights
Q2 2026 FINANCIAL HIGHLIGHTS 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 Operatin
Slide 5: Debt Review and Capital Allocation
DEBT REVIEW AND CAPITAL ALLOCATION SS&C generated net cash from operating activities of Mix of Capital Allocation $716.4 million for the six months ended June 30, 2026, Q2 2026 - $499 million compared to $645.1 million for the same period in 2025. 13% • Debt - Net leverage ratio is 2.75x, secured ne
Slide 6: Organic Growth Calculations 2026
ORGANIC GROWTH CALCULATIONS 2026 Q1 2026 Q2 2026 Total Adjusted Revenues ($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. 6
Slide 7: Adjusted Organic Growth by Business
ADJUSTED ORGANIC GROWTH BY BUSINESS 2025 Q1 Q2 Business Revenue 2026 2026 Base FY 2025 Revenue by Business Unit Consolidated $6.28 B 5.0% 7.6% Health IA&A 4% 9% GlobeOp GlobeOp1 $1.77 B 6.7% 9.0% 28% Intralinks 9% GIDS and related2 $1.60 B 10.4% 8.9% Wealth and Investment $1.51 B (0.4%) 9.8% Technol
Slide 8: Adjusted Revenue and Adjusted Consolidated EBITDA
ADJUSTED REVENUE AND ADJUSTED CONSOLIDATED EBITDA Adjusted revenue ($M) $6,752 1 8.8% 10.3% $6,276 8.1% $5,886 7.0% $1,696.9 5.9% $1,654.6 $1,648.2 $1,569.0 $1,537.8 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 FY 2024 FY 2025 FY 2026 E Revenue YoY Growth 39.8%1 Adjusted consolidated EBITDA ($M) and EBIT
Slide 9: Revenue Retention
REVENUE RETENTION • Quarterly retention rate is based on a rolling prior twelve months for all of SS&C. • Acquisitions are not 97.0% 96.8% 96.9% 96.7% 96.4% included in retention rate calculation until one year post-acquisition. Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 © SS&C Technologies, Inc. 9
Slide 10: Adjusted Net Income & Adjusted Diluted EPS
ADJUSTED NET INCOME & ADJUSTED DILUTED EPS Adjusted net income ($M) $1,720 1 $1,533 $425.6 $417.7 $1,372 $410.1 $391.4 $375.6 Q2 2025* Q3 2025* Q4 2025* Q1 2026 Q2 2026 FY 2024 FY 2025 FY 2026 E Adjusted diluted EPS $1.76 $7.09 1 $1.69 $6.14 $1.63 $1.55 $5.41 $1.49 Q2 2025* Q3 2025* Q4 2025* Q1 2026
Slide 11: Alternative Assets Under Administration ($B)
ALTERNATIVE ASSETS UNDER ADMINISTRATION ($B) $2,981 $3,060 $2,966 $2,547 $2,628 $2,467 $2,488 $2,499 $2,502 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 © SS&C Technologies, Inc. 11
Slide 12: Quarterly Guidance
QUARTERLY GUIDANCE Q3 2026 Adjusted Revenues ($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) – Dil
Slide 13: Full Year Guidance
FULL YEAR GUIDANCE FY 2026 FY 2026 (as of 7/23/26) (as of 4/23/26) Adjusted Revenues ($M) $6,672 – $6,832 $6,664 – $6,824 Midpoint $6,752 $6,744 Organic growth Midpoint (%) 5.5% 5.3% Interest Expense ($M)1 $406 – $416 $398 – $408 Adjusted Net Income ($M) $1,670 – $1,770 $1,665 – $1,765 Adjusted Dilu
Slide 14: Appendix
APPENDIX
Slide 15: 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 16: 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 17: Reconciliation of net income to EBITDA and adjusted consolidated 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 18: Reconciliation of net income to EBITDA and adjusted consolidated 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 last twelve months as if the acquisition occurred at the beginning of the trailing twelve-month period, a
Slide 19: Reconciliation of net income to adjusted net income and adjusted diluted EPS
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 20: Reconciliation of net income to adjusted net income and diluted EPS
Reconciliation of net income to adjusted net income and diluted earnings per share to adjusted diluted earnings per share 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
Slide 21: Thank You
THANK YOU. © SS&C Technologies, Inc.
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