IES Holdings, Inc. Q2 2026 Earnings Recap

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.