SEIC · SEI Investments Company Q2 FY2026 earnings call record财报电话会记录

“Compared to the prior year, revenue increased 15%, adjusted operating profit increased 36%, and adjusted earnings per share increased 38%.”

“We also have a healthy pipeline of non-SEI acquisition opportunities at attractive valuations, which represents an excellent use of capital.”

“Mid-teens revenue growth, 500 basis points of margin expansion, and a 3% reduction in share count.”

“IMS generated revenue growth of 17%, reflecting the conversion of prior sales success into revenue.”

“Excluding acquisition-related intangible amortization, Stratos' EBITDA exceeded $9 million in the quarter.”

“During the quarter, we repurchased $112 million of stock at an average price of $87.”

“Given our cash flow outlook, we would expect repurchase activity to increase from second quarter levels.”

“We will be judicious in terms of where we need to invest so that we can continue to deliver our backlog and also continue to invest in our new products as needed for our clients to grow their business.”

“In those new deals, professional services has essentially exceeds what our historical margin of 20% is, which is leading and contributing to higher margins, and we expect that to continue.”

“We are seeing a demand for outsourcing across almost all of our segments, I think that's driven by two major trends.”

“As you know, we don't give guidance, but we will talk about pipeline.”

“No concerns there from a return of capital to shareholders, either through the dividend or through stock buyback.”