SS&C Technologies Holdings, Inc. · SSNC · FY2026 Q3 · Calendar Q4 2026
SS&C raises 2026 outlook as AI and tokenization drive growth
The quarter supports a constructive operating thesis for SS&C: resilient demand, AI-enabled workflow adoption, tokenization and cash generation are supporting growth and a higher full-year outlook. The key test is whether these initiatives can sustain organic growth and margins as renewal benefits normalize and refinancing, competition and M&A risks remain.
Earnings scorecard
Reported versus consensusMarket reaction
close-to-close (session unavailable)Ask FN2 about SSNC FY2026 Q3
Transcript, numbers and history already loadedFree account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, management again reported raised guidance and a confident tone, while the emphasis shifted toward AI Gateway and WorkHQ scale, Calastone-led tokenization, geographic expansion and the capacity to fund dividends, repurchases, debt repayment and potential acquisitions simultaneously.
Guidance delta
Management raised full-year 2026 revenue and earnings guidance, targeting up to $6.776 billion of revenue and $7.17 EPS.
Key takeaways
- Q3 adjusted revenue grew 7.8% year over year, with organic growth of 5.2%.
- Adjusted EBITDA margin reached a record 39.9%.
- AI Gateway, WorkHQ and Calastone tokenization are central to the growth strategy.
- Cash generation is supporting dividends, repurchases, debt repayment and potential acquisitions.
- Expansion continues in the Middle East, Australia and Europe.
Management priorities
- Scale AI Gateway and WorkHQ with agentic AI agents and digital workers.
- Expand tokenization offerings through Calastone and related partnerships.
- Pursue selective acquisitions in fund administration and fintech AI.
- Increase presence in the Middle East, Australia and Europe.
- Continue investment in R&D, sales and marketing.
Follow SSNC with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeCompany context
Snapshot as of publicationSS&C Technologies Holdings, Inc. offers a diverse portfolio of software solutions and related services, catering primarily to the financial services and healthcare industries. The company's sophisticated technology infrastructure spans various critical functions within finance, including securities accounting; front-office capabilities such as trading and financial modeling; middle-office tasks like portfolio oversight and reporting; and comprehensive back-office operations encompassing general accounting, performance measurement, data reconciliation, processing, clearing, regulatory compliance, and tax reporting. In the healthcare sector, SS&C provides specialized solutions for claims adjudication, benefits administration, care management, and business intelligence. These offerings are instrumental in helping professionals in both domains automate intricate business processes and efficiently handle their extensive information processing demands.…
Technology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ROP Roper Technologies, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +9.7% | Roper raises DEPS outlook as AI adoption expands across portfolio |
| VRSN VeriSign, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -0.9% | VeriSign sustains domain growth as .web and security launches near |
| TTMI TTM Technologies, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -27.2% | TTM Technologies: Record Q3, but execution risks remain |
| NOK Nokia Oyj | FY2026 Q3 · Calendar Q4 2026 | — | -12.4% | Nokia Q3: AI and Cloud Growth Lift Margins, Cash Flow Lags |
| CACI CACI International Inc | FY2027 Q1 · Calendar Q4 2026 | +16.6% | -1.5% | CACI raises FY27 outlook as backlog and defense awards expand |
| TXN Texas Instruments Incorporated | FY2026 Q3 · Calendar Q4 2026 | +7.4% | +2.5% | Texas Instruments Q3: Strong Demand, Higher Capex and Lead-Time Risks |
Latest beats and misses
Who reports nextBeat on EPS
- MEDPFY2026 Q3 · October 21, 2026+9.0% EPS-1.3% move
- MOHFY2026 Q3 · October 21, 2026+12.7% EPS+0.8% move
- PNFPFY2026 Q3 · October 21, 2026+2.7% EPS+2.3% move
- SCCOFY2026 Q3 · October 21, 2026+6.4% EPS-2.1% move
- PKGFY2026 Q3 · October 21, 2026+3.8% EPS+4.2% move
- URIFY2026 Q3 · October 21, 2026+11.3% EPS+3.9% move
Missed on EPS
- ROLFY2026 Q3 · October 21, 2026-1.4% EPS+5.6% move
- GGGFY2026 Q3 · October 21, 2026-2.5% EPS-16.6% move
- GL-PDFY2026 Q3 · October 21, 2026-1.2% EPS— move
- GLFY2026 Q3 · October 21, 2026-1.2% EPS-3.8% move
- METAFY2026 Q3 · October 21, 2026-41.4% EPS+0.5% move
- LVSFY2026 Q3 · October 21, 2026-20.9% EPS-1.7% move
Get the SSNC recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-10-22T23:03:04.442308+00:00
- FN2 earnings calendar · 2026-10-22T01:23:13.354406+00:00
- Polygon adjusted daily market bars · 2026-10-22T23:20:43.334963+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-22T23:20:43.332248+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-22. For educational purposes only; not investment advice.