IES Holdings, Inc. Q3 2026 Earnings Recap

SS&C shares fell 7.3% after earnings, suggesting investors focused on the outlook rather than the quarter’s reported growth: management did not provide a specific year-end forecast in the transcript and said it was bullish on large mandates looking into 2027. The call cited 5.2% organic revenue growth, but gave limited detail on near-term guidance.

Key Takeaways

• Q3 adjusted revenue was $1.691 billion, up 7.8%; adjusted organic revenue growth was 5.2%.
• Adjusted diluted EPS rose 14.8% to $1.78, while adjusted EBITDA increased 9% to a record $674.8 million.
• Adjusted EBITDA margin expanded 40 basis points to 39.9%.
• Operating cash flow for the first nine months was $1.216 billion, up 10.4%; SS&C returned $225 million to shareholders in Q3 through buybacks and dividends.
• Management pointed to growing sales pipelines and AI product activity, but its comments on large mandates centered on 2027 rather than a quantified near-term outlook.