SS&C Technologies reported third quarter 2026 results that slightly exceeded analyst expectations for both revenue and earnings. Adjusted revenue increased 7.8% year-over-year to $1.69 billion, while adjusted diluted EPS rose 14.8% to $1.78. The company achieved record adjusted consolidated EBITDA of $674.8 million, reflecting a margin expansion to 39.9% as management highlighted strong demand for operating model transformations and emerging agentic AI tools.
Key Highlights
- Adjusted organic revenue growth reached 5.2%, surpassing the consensus estimate of 5.0% and management's prior guidance midpoint.
- The company strengthened its balance sheet by paying down $130.0 million in debt, reducing its net leverage ratio to 2.63x.
- Shareholder returns totaled $225.3 million for the quarter, including 1.9 million shares repurchased for $154.8 million and a dividend increase to $1.20 annually.
- Operating cash flow for the first nine months of 2026 grew 10.4% to $1,216.3 million, supporting continued deleveraging and capital return efforts.