SS&C Shatters Records in Q2 2026, Expanding on Innovation Roadmap and Capturing Market Share
SS&C, a leading global provider of software and technology solutions for the financial services industry, has announced record-breaking results in its second quarter of 2026. According to the company's latest conference call transcript, SS&C achieved quarterly records for revenue, adjusted EBITDA, earnings per share, and shares repurchased.
Bill Stone, Chairman and Chief Executive Officer, highlighted the company's success in an uncertain backdrop, citing the resilience of its diversified business model and the value clients place on its technology, expertise, and innovation. "Our second quarter results were adjusted revenue of $1,696.9 up 10.3%, and adjusted diluted earnings per share of $1.76, an 18% increase," Stone said.
The company's adjusted consolidated EBITDA reached $670.7 million, a 12% increase or over $70 million, with an adjusted consolidated EBITDA margin of 39.5%. Adjusted organic revenue growth was 7.6%, driven by SS&C's largest businesses, new business wins, strengthened multi-year renewals, and market and transaction tailwinds.
In terms of cash flow, the company reported $716 million in operating activities for the six months ended June 30th, 2026, an 11% year-over-year increase. SS&C also returned $499 million to shareholders, including 6.4 million shares repurchased for $435.2 million, the highest quarterly buyback in its history.
The company's focus on innovation and expansion continues, with its recent acquisitions tracking ahead of expectations. Curo has given SS&C additional exposure in EMEA, while Calastone is performing well beyond expectations, with growth expected to be in the mid-teens for 2026. Through Calastone, SS&C is investing in solutions to support the future of its clients, including digital investment markets.
The company's innovation roadmap now extends to the next stage of the digital investment lifecycle, enabling digital investment transactions to settle using regulated forms of digital cash, including stable coins and tokenized commercial bank deposits. This move aims to reduce settlement risk, improve operational efficiency, and simplify cross-border investment transactions.
SS&C has also made significant strides in the healthcare sector, with its DomaniRx platform supporting over 3 million claims since the launch of the Medicare GLP-1 Bridge Program on July 1. The company believes this demonstrates its technology scale, reliability, and flexibility, underscoring the critical role DomaniRx plays in enabling innovative healthcare programs.
