Verified call record已核验电话会记录 · 2026-07-23

SSNC · SS&C TECHNOLOGIE Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

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12 exact excerpts 条原文摘录 31 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

margins

“We delivered adjusted consolidated EBITDA of $670.7 million, up 12% or over $70 million, and an adjusted consolidated EBITDA margin 39.5%.”

Bill Stone · CEOclaim_34b22b331d3eaaa7808623e69006d295

Exact numeric spans精确数值片段670.7 million12%70 million39.5

capital_allocation

“This quarter, we returned $499 million to shareholders, which includes 6.4 million shares repurchased for $435.2 million, the highest quarterly buyback in our history.”

Bill Stone · CEOclaim_73ca8390521e988a56496ae5607a4eee

Exact numeric spans精确数值片段499 million6.4 million435.2 million

capital_allocation

“Share repurchases remain our top capital allocation priority, as we are projected to earn $7.29 in operating cash per share for the year.”

Bill Stone · CEOclaim_16e89bac94f0f686591ee3b8412ff588

Exact numeric spans精确数值片段7.29

demand

“Rapid technological innovation is pushing customers towards SS&C as they look for a partner to help them take advantage of the latest technologies.”

Rahul Kanwar · CEOclaim_fff424476061f8c91fa3663551f385d1

demandsegment_changes

“Our global footprint remains a competitive advantage, with offerings spanning markets and asset classes worldwide, and we are seeing robust demand and healthy pipelines internationally as well as here in North America.”

Rahul Kanwar · CEOclaim_4ae47195d3db30a9006d8faf380dd106

performance

“As disclosed in our press release, our Q2 2026 GAAP results reflect revenues of $1.696 billion, net income of $235 million, and diluted earnings per share of $0.97.”

Brian Schell · CFOclaim_c068617ea84ac1d2f3db3c31c4d57fb2

Exact numeric spans精确数值片段20261.696 billion235 million

performancecapital_allocationrisks

“The adjusted revenue increase of $159 million was primarily driven by incremental revenue contributions from organic growth of $118 million, acquisitions of $36 million, a favorable impact from foreign exchange of approximately $5 million.”

Brian Schell · CFOclaim_04dfb5509fa0ec0685e33a9f63918d0c

Exact numeric spans精确数值片段159 million118 million36 million5

performancecapital_allocationrisks

“As a result, adjusted organic revenue growth on a constant currency basis was 7.6%, our core expenses increased 6.1%, or $58 million, which also excludes acquisitions and impact of FX.”

Brian Schell · CFOclaim_0fa63905eb2abf1324b2de7bb86157be

Exact numeric spans精确数值片段7.6%6.1%58 million

capital_allocationrisks

“Note the diluted share count is down to 242 million from 252.2 million year-over-year, primarily due to the size and continued impact of share repurchases, to a lesser extent, lower diluted shares.”

Brian Schell · CFOclaim_b461dc43f45216e9f44533ff64ec70fa

Exact numeric spans精确数值片段242 million252.2 million

guidanceperformance

“For the third quarter of 2026, we expect revenue to be in the range of $1.657 billion to $1.697 billion and 5% organic revenue growth at the midpoint.”

Brian Schell · CFOclaim_44a225e1b13d561617ca6161fec84487

Exact numeric spans精确数值片段20261.657 billion1.697 billion5%

guidanceperformance

“For the full year of 2026, we increased our expectations to revenue to be in the range of $6.672 billion to $6.832 billion and 5.5% organic revenue growth at the midpoint.”

Brian Schell · CFOclaim_a6de6aebabe56895fc68edb52b704125

Exact numeric spans精确数值片段20266.672 billion6.832 billion5.5%

guidanceperformancemargins

“Targeted EBITDA growth of 9.3%, EBITDA margin expansion of 50 basis points with a goal of a 40% margin in Q4.”

Brian Schell · CFOclaim_d64faa6211219b2e6537c7ac37c8d33d

Exact numeric spans精确数值片段9.3%5040%

Inspect the source receipts检查来源回执43 bound spans个已绑定片段

Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。

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