SS&C Technologies Holdings, Inc.

Strong Q3 performance + margin expansion (core story) - Adjusted revenue: $1.691B (+7.8% YoY); adjusted organic growth 5.2%. - Adjusted diluted EPS: $1.78 (+14.8% YoY). - Adjusted EBITDA: $674.8M (+9% YoY); EBITDA margin 39.9% (+40 bps). - Operating cash flow (9 months): $1.216B (+10.4% YoY), showing cash conversion strength.

Guidance raised / forward outlook (forecast numbers investors care about) - Q4 2026 revenue: $1.70B–$1.74B with ~4% organic growth at midpoint. - Q4 2026 adjusted net income: $454M–$470M; adjusted diluted EPS: $1.88–$1.94. - Full-year 2026 revenue: $6.736B–$6.776B; ~5.5% organic growth at midpoint *(increased vs prior expectations per management)*. - Full-year 2026 adjusted net income: $1.726B–$1.742B; adjusted diluted EPS: $7.11–$7.17. - Full-year targets: EBITDA growth ~10%, EBITDA margin expansion ~90 bps, and exit Q4 ~41% EBITDA margin.

Capital returns: meaningful buybacks + dividend growth - Q3 shareholder returns: $225M total ($154.8M buybacks + $70.5M dividends). - Dividend raised in August: to $1.20 per share annually (+11.1%). - 2026 capital allocation tone: company emphasizes flexibility—buybacks favored near-term vs debt paydown based on “math” (they cited equity yield vs debt interest).