News · aol.com

SS & C Technologies ( SSNC ) Q3 2026 Earnings Call Transcript

SS&C Technologies reported third-quarter adjusted revenue of $1.691 billion, up 7.8%, and adjusted diluted EPS of $1.78, up 14.8%, driven by its core financial services segments and acquisitions. Adjusted EBITDA reached a record $674.8 million, up 9%, with the margin at 39.9%. Management updated full-year 2026 guidance to revenue of $6.736 billion to $6.776 billion and adjusted diluted EPS of $7.11 to $7.17. In the quarter, the company repurchased 1.9 million shares and returned $225.3 million to shareholders through buybacks and dividends. Management also said it is refinancing $2 billion of notes due next year and highlighted agentic AI integration into client workflows.

Summary written by Upside AI from the original article. Read the source for full details.

Read the original on aol.com ↗

Keywords

earningssoftwareshare buybacks

Open a keyword to see other news on the same topic.

Related news

  • SS&C Technologies (SSNC) Q3 2026 Earnings Call Transcript

    SS&C Technologies (SSNC) reported third-quarter adjusted revenue of $1.691 billion, up 7.8%, and adjusted diluted EPS of $1.78, up 14.8%. Adjusted EBITDA reached a record $674.8 million, up 9%, with a margin of 39.9%. The company updated its full-year guidance to revenue of $6.736 billion to $6.776 billion and adjusted diluted EPS of $7.11 to $7.17. In the quarter it repurchased 1.9 million shares and returned $225.3 million to shareholders, and management said it is refinancing $2 billion of notes due next year. The net leverage ratio was 2.63x.

    fool.com·earningssoftwareshare buybacks
  • Salesforce Is Betting Big on AI. The Payoff Could Be Bigger Than Investors Expect

    24/7 Wall St. sets a $346.52 price target for Salesforce (CRM) over the next 12 months, versus shares at $242.92 (about 42.6% upside), and carries a buy rating at 90% confidence. The article argues that Agentforce ARR above $1.5 billion, up over 240%, and a buyback that reduces the share count are not fully reflected in the stock price. In fiscal Q2 2027, revenue rose 10.8% to $11.345 billion and non-GAAP EPS of $5.90 beat estimates, though about $2.53 per share came from strategic investment gains, and operating income was flat at $2.331 billion. Risks include acquisition costs such as the Braze deal, rising restructuring charges, free cash flow growth of only about 4-5%, and a 37.42% drop in shareholders' equity after the debt-funded buyback. The article puts its bull case at $387.36 and its bear case at $282.

    Yahoo Finance·artificial intelligenceearningsshare buybacks
  • Balchem Corporation Reports Third Quarter 2026 Financial Results

    Balchem Corporation (NASDAQ: BCPC) reported fiscal third-quarter 2026 results for the period ended September 30, 2026, with net sales of $290.7 million, up 8.6%, and GAAP net earnings of $46.7 million, up 16.0%. Adjusted EBITDA rose 12.4% to $80.3 million, free cash flow was $57.9 million, and GAAP earnings per share were $1.46 versus $1.24 a year earlier. All three reporting segments grew, with Human Nutrition and Health posting record quarterly sales of $188.2 million, up 8.1%, and earnings from operations of $45.6 million, up 11.8%. The company repurchased about $28 million of common stock in the quarter and about $127 million over the trailing twelve months. Gross margin was 36.4% compared with 35.7%, an increase of 70 basis points.

    manilatimes.net·earningsNasdaqshare buybacks
  • What's Wrong With On Holding Stock?

    On Holding shares are down about 23% this year after second-quarter sales missed Wall Street estimates, and the stock suffered its largest one-day drop in the company's history. The company says the slowdown is intentional, as it is limiting wholesale shipments to promote full-price sales and make room for new products. In its latest quarter, direct-to-consumer sales rose 34.3%, gross margin widened to 65.4% and apparel net sales grew 56.2%, while management expects constant-currency sales growth in the low-20% range for 2026. The stock trades at about 21 times trailing earnings, below the analysts' consensus price target of $43.55, and the company recently authorized a $1 billion share buyback. The author says there is nothing inherently wrong with On Holding and that investors should be patient as growth may slow while the company works through its slowdown.

    Yahoo Finance·retailearningsshare buybacks
  • Boyd Gaming ( BYD ) Q3 2026 Earnings Call Transcript

    Boyd Gaming reported third-quarter revenue of $990.5 million, down 1% from a year earlier. Net income was $124.9 million, or $1.71 per share, compared with $1.4 billion ($17.81 per share) in the prior-year period, which included a $1.4 billion gain from the sale of a FanDuel equity interest. Adjusted EBITDAR was $319.6 million versus $321.8 million. The Midwest & South segment's adjusted revenue grew nearly 3%, while Las Vegas Locals and Downtown Las Vegas faced softer destination demand and construction disruption at the Suncoast; Downtown revenue fell to $47.4 million from $53.2 million. The company repurchased $164 million of shares and kept leverage at 2.2x, and management said the Norfolk, Virginia resort remains on time and on budget for a November 2027 opening.

    fool.com·earningsshare buybacks
  • Old Republic ( ORI ) Q3 2026 Earnings Call Transcript

    Old Republic reported third-quarter net operating income of $181.4 million, or $0.73 per diluted share, down 7.8% from $196.7 million a year earlier. Specialty Insurance net premiums written rose 10.5% to $1.6 billion, driven mainly by the ECM Insurance Group acquisition and auto warranty growth, and the deal produced a $124.9 million bargain purchase gain. The consolidated combined ratio rose to 96.1% from 95.3%, reflecting less favorable prior-year reserve development and a higher specialty expense ratio that included a $20 million credit loss charge. Commercial auto and general liability rates increased in the mid-teens, while workers' compensation rates fell in the low single digits. The company repurchased $113.8 million of shares and returned $190.2 million to shareholders in total during the quarter.

    fool.com·insuranceearningsshare buybacks

Related markets

Currencies →Gold →

Latest news

  • Newegg Now Offers NVIDIA RTX Spark Laptops in the U.S. and Canada

    Newegg announced that NVIDIA RTX Spark laptops are now available to order in the U.S. and Canada via Newegg.com and Newegg.ca, starting with the MSI Prestige N16 Flip AI+ priced from $3,299 USD. RTX Spark combines NVIDIA AI, RTX graphics and unified memory in one Windows PC, designed to run larger AI models locally and handle creative work, development and gaming. Creators get accelerated 3D rendering and AV1 encoding, while gamers get ray tracing, DLSS and Reflex in supported games. Purchases are limited to one unit per customer, and Newegg says it will add more systems as partners bring them to market.

    Yahoo Finance·Nvidiaartificial intelligencesemiconductors
  • Meta’s capital-raising plans expose a major weakness in the AI boom

    Meta (NASDAQ:META) shares fell 7% on Thursday despite strong earnings, after the company unveiled plans to issue a new class of non-voting Class C stock. In its filing, a special committee cited an increasingly challenging environment for raising capital, pointing to recent and anticipated large raises by Alphabet, SpaceX, Anthropic and OpenAI to fund similar AI growth. Meta said it currently has sufficient capital for its needs but wants more financing flexibility going forward, with the new shares available as early as the end of 2026. The article notes Meta raised its 2026 capital expenditure forecast to $135–145 billion, while third-quarter revenue grew 26% to $64.6 billion and capex reached $34.91 billion, pushing free cash flow negative.

    Yahoo Finance·▼ METAMETAAI investmentfundraising
  • The AI Bottleneck Takes Many Forms. These 7 Stocks Will Benefit.

    AI growth is hitting bottlenecks in chips, memory, power, connectivity and cooling, and the Nasdaq-100 Technology Sector Index fell more than 5% in the past week. The article highlights seven companies tackling these constraints. Nvidia still faces GPU supply limits as it ramps Blackwell and Vera Rubin, while Micron, a high-bandwidth memory maker, reported fiscal fourth-quarter 2026 revenue of $54.23 billion versus $11.32 billion a year earlier. Lumentum guided to revenue of $1.225 billion to $1.275 billion for the next quarter, Coherent's data center and communications segment hit $1.615 billion, and GE Vernova reported $24.2 billion in orders. Bloom Energy's Oracle deal covers up to 2.8 gigawatts of on-site fuel cell capacity, and Vertiv supplies cooling systems, though expanding production remains a challenge.

    Yahoo Finance·▲ NVDANVDAartificial intelligencesemiconductors
  • Same Playbook, Different Silicon: Broadcom Holds the Throne, Marvell Plays the AMD Challenger.

    Broadcom and Marvell both beat AI estimates and raised guidance, but Broadcom operates at much larger scale, with AI semiconductor revenue of $16.70 billion, up 221% year over year and 56% of total revenue. Custom XPUs supplied 73% of its AI revenue, while gross margin slipped to 75% and operating margin reached 67.9%. Marvell reported $2.74 billion in revenue, up 36.5%, with data center sales at 79% of the total, and its Google deal includes a warrant for up to 7% of its shares. Broadcom guided to Q4 revenue of about $34.8 billion and AI revenue of about $21.7 billion, while Marvell guided to $3.15 billion and plans about $1 billion in supplier prepayments. Marvell is up 163.4% year to date, while Broadcom is down 6.09%.

    Yahoo Finance·BroadcomMarvellsemiconductors
  • Arm’s Ready-Made Blueprints: The Blueprint Attack on Marvell’s Challenger Crown

    Arm reported fiscal first-quarter revenue of $1.29 billion, up 22%, and says AGI CPU demand now exceeds $2 billion, though locked-in supply covers only the initial $1 billion. Marvell posted record revenue of $2.739 billion, up 37%, with data center sales at 79% of the total. The article argues Arm's ready-made compute subsystems and AGI CPU could let hyperscalers skip some custom design work that Marvell sells, and Arm may accept thinner margins, with first-generation AGI CPU gross margin expected in the high 30% range, maybe low 40s, versus Marvell's 58.9% non-GAAP gross margin. Marvell's non-GAAP operating margin rose to 36.6% from 34.8%, while Arm trades at about 248 times earnings. Over the past month, Arm fell 36.94% and Marvell lost 14.8%.

    Yahoo Finance·ARMMarvellsemiconductors
  • Alphabet Solves the AI Infrastructure Bottlenecks Competitors Can’t Buy with Debt

    The author argues Alphabet (NASDAQ:GOOGL) has an edge by owning its TPU chips, power, private fiber networks and multimodal training data, while rivals must rent them. Google Cloud revenue in Q2 2026 rose 82% to $24.77 billion, and operating income climbed 30.38% to $40.77 billion. The article cites a trailing P/E of 14, debt-to-equity of 0.14, and a 5% quarterly dividend increase to $0.22, and compares these with higher P/E ratios at Microsoft and Amazon. Risks noted include Q2 capital expenditures of $44.92 billion, which pushed free cash flow to -$5.86 billion, long-term debt rising to $98.2 billion, and $49.6 billion raised in equity. After the stock fell 7.16% over the week to $324.22, the author says they bought more shares.

    Yahoo Finance·▲ GOOGLGOOGLcloud computingartificial intelligence

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.