IES Holdings, Inc. Earnings Recaps
Q2 2026
Jul 25, 2026
SS&C Technologies delivered a quarter that surpassed expectations, driving a notable 10.2% stock gain as revenue, profits, and margins all expanded, underpinned by strong organic growth and successful acquisitions.
Key takeaways
- Adjusted revenue rose 10.3% to $1.697 billion, fueled by 7.6% organic growth, $36 million from acquisitions, and favorable foreign exchange of $5 million.
- Adjusted diluted EPS increased 18.1% to $1.76, supported by record adjusted EBITDA of $671 million and a 50 basis point margin expansion to 39.5%.
- Operating cash flow for the first six months was $716 million, up 11%, enabling the company to repurchase 6.4 million shares for $435.2 million, the largest quarterly buyback in its history.
- Recent acquisitions Curo and Calastone are performing ahead of expectations, with Calastone adding 431 clients and expanding SS&C’s footprint in digital investment infrastructure.
- SS&C is leveraging technological innovation including AI and digital transaction capabilities to maintain a competitive edge and capture market share, demonstrated by a major rollout processing nearly 3 million Medicare claims for Humana.
Q3 2025
Oct 24, 2025
SS&C Technologies delivered a strong Q3 2025 performance, with record adjusted revenue of $1.569 billion and adjusted diluted EPS of $1.57, reflecting a substantial 17.2% year-over-year increase.
Key takeaways
- Adjusted consolidated EBITDA reached a record $619 million, with a 39.5% margin, up 9.3% from the prior year.
- Organic revenue growth was solid at 5.2%, driven by strong contributions from GlobeOp and the Global Investor and Distribution Services (GIDS) business.
- Returned $305 million to shareholders, including an 8% increase in common stock dividends and $240 million allocated for share repurchases.
- Strategic acquisitions, notably Curo Fund Services and Calastone, enhance market presence and broaden service capabilities, particularly in digital assets and international markets.
- Cash flow from operating activities rose 22%, demonstrating robust earnings growth and effective capital management.