The adjusted EPS miss of 6.3% vs consensus is the headline negative, but the raised FY 2026 adjusted EPS midpoint to $7.14 (from $7.09) and narrowed revenue guidance suggest management sees stable Q4. Watch the Q4 2026 guidance midpoint of $1.91 adjusted EPS — if the company delivers at the high end ($1.94), it would validate the full-year raise. The Intelligent Automation segment's -4.5% organic decline bears monitoring as a potential headwind.
Price Chart
Executive Summary
SS&C Technologies reported Q3 2026 adjusted revenue of $1,691.1M (+7.8% YoY) and adjusted diluted EPS of $1.78 (+14.8% YoY), both in line with the prior quarter's trajectory. However, GAAP net income declined 5.3% YoY to $198.9M, and the adjusted EPS of $1.78 missed the consensus estimate of $1.90 by 6.3%. The company narrowed its full-year 2026 adjusted revenue guidance to $6,736-$6,776M (from $6,664-$6,824M) and raised its adjusted EPS midpoint to $7.14 (from $7.09), while also paying down $130M in debt and reducing net leverage to 2.63x.
Key Financial Metrics
Key Facts
- Q3 2026 GAAP revenue $1,690.0M, up 7.8% YoY
- Q3 2026 adjusted revenue $1,691.1M, up 7.8% YoY
- Q3 2026 adjusted diluted EPS $1.78, up 14.8% YoY
- GAAP net income $198.9M, down 5.3% YoY
- Adjusted consolidated EBITDA $674.8M (record), up 9.0% YoY, margin 39.9%
- Adjusted organic revenue growth 5.2% in Q3
- FY 2026 adjusted revenue guidance narrowed to $6,736-$6,776M (midpoint $6,756M)
- FY 2026 adjusted EPS guidance raised to $7.11-$7.17 (midpoint $7.14)
- Paid down $130M in debt; net leverage ratio 2.63x
- Returned $225.3M to shareholders via $154.8M buybacks and $70.5M dividends
- Dividend increased 11.1% to $1.20/share annually in August
- Intelligent Automation & Analytics segment organic growth declined 4.5% YoY
Financial Impact
Adjusted EPS of $1.78 missed consensus of $1.90 by $0.12 (-6.3%); GAAP net income declined 5.3% YoY; adjusted revenue of $1,691.1M vs consensus $1,750M (-3.4%)
Risk Factors
- Adjusted EPS miss of 6.3% vs consensus may pressure the stock near-term
- GAAP net income declined 5.3% YoY despite revenue growth
- Intelligent Automation & Analytics segment organic growth declined 4.5%
- $2.0B of Senior Notes maturing Sep 2027 classified as current; refinancing risk
- Elevated interest expense ($107.2M in Q3) limits net income growth
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-428977 |
| Document: ssnc-20261022.htm | 0001193125-26-428977 |
| Document: ssnc-ex99_2.htm | 0001193125-26-428977 |
| Document: 0001193125-26-428977-index-headers.html | 0001193125-26-428977 |
| Document: 0001193125-26-428977-index.html | 0001193125-26-428977 |
| Document: 0001193125-26-428977.txt | 0001193125-26-428977 |
| 8-K Data (Synthetic) | 0001193125-26-428977 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 2d ago | Institutional Cluster | $84.01 | awaiting T+60 | — | $82.96 (−1.24%) |
Oct 22, 2026 3d ago | 8-K | $85.03 | awaiting T+60 | — | $82.96 (−2.43%) |
Oct 19, 2026 6d ago | SC 13G | $84.62 | awaiting T+60 | — | $82.96 (−1.96%) |
Apr 23, 2026 26w ago | 8-K | $67.02 $69.51 | ▲ +3.71% | ▼ −0.23% | $82.96 (+23.78%) |
Apr 8, 2026 28w ago | DEFA14A | $68.21 $65.32 | ▼ −4.24% | ▼ −14.74% | $82.96 (+21.62%) |
US Market Status
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