Overview
SS&C Q2 2025 GAAP revenue rises 5.9% to $1,536.8 million
Adjusted revenue of $1,537.8 million beats analyst expectations, per LSEG data; adjusted EPS up 9.8%
Co to acquire Calastone at a purchase price of $1.03 bln, closing expected in Q4 2025
Outlook
SS&C sees Q3 2025 adjusted revenue between $1,525 mln and $1,565 mln
Company expects FY 2025 adjusted EPS to range from $5.82 to $6.06
SS&C forecasts FY 2025 cash from operating activities at $1,479 mln to $1,559 mln
Company anticipates FY 2025 capital expenditures at 4.1% to 4.5% of revenue
Result Drivers
ORGANIC REVENUE GROWTH - Adjusted organic revenue grew by 3.5%, contributing to overall revenue increase
RECURRING REVENUE - Financial services recurring revenue rose 3.9%, supporting revenue growth
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue |
| $1.54 bln |
|
Q2 Adjusted Revenue | Beat | $1.54 bln | $1.52 bln (9 Analysts) |
Q2 Adjusted EPS | Beat | $1.45 | $1.39 (10 Analysts) |
Q2 EPS |
| $0.72 |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for SS&C Technologies Holdings Inc is $96.00, about 13.1% above its July 22 closing price of $83.47
The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 14 three months ago
Press Release: ID:nBw4w7mzBa