SS&C Technologies Lifts Guidance After Record Margins

▤ Summary

SS&C delivered record first-quarter profitability with adjusted EBITDA of $651 million and a record 39.5% adjusted EBITDA margin while adjusted diluted EPS rose 14.2% to $1.69. Revenue showed 5% organic growth on a constant-currency basis, aided by strong performance in GIDS, GlobeOp and Intralinks and accretive recent acquisitions. Management highlighted aggressive cash returns, $233 million returned in the quarter, and heavy investments in AI and automation expected to generate substantial productivity gains. The company raised its 2026 guidance for revenue and adjusted EPS, but still faces leverage constraints (net debt around $7.1B) and macro/geopolitical risks that could affect cadence and top-line optics.

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SS&C Technologies

$1B+