SSNC

• Q2 2026 GAAP revenue was $1,695.7 million, up 10.3% year-over-year; adjusted revenue was $1,696.9 million, also up 10.3%.
• Adjusted consolidated EBITDA was a record $670.7 million, up 11.7%, with margin of 39.5%.
• Returned $499.2 million to shareholders in Q2 2026, including $435.2 million in share repurchases and $64.0 million in dividends.
• FY 2026 guidance: adjusted revenue $6,672–$6,832 million, adjusted diluted EPS $6.93–$7.25.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Quarterly dividend of $0.27 per share approved, payable June 15, 2026 to stockholders of record June 1, 2026.
• Stockholders elected Normand A. Boulanger, David A. Varsano, and Michael J. Zamkow as Class I directors for terms expiring at the 2029 annual meeting.
• Stockholders approved the Third Amended and Restated 2023 Stock Incentive Plan, increasing reserved shares by 10,000,000.
• Advisory say-on-pay vote and appointment of PricewaterhouseCoopers LLP as independent auditor for fiscal 2026 were approved.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.07 Submission of Matters to a Vote of Security Holders · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Q1 2026 GAAP revenue was $1,647.1 million, up 8.8% year-over-year; adjusted revenue was $1,648.2 million, up 8.8%.
• GAAP diluted EPS was $0.91, up 8.3%; adjusted diluted EPS was $1.69, up 14.2%.
• Net cash from operating activities was $299.7 million, up 10.1%; returned $233.3 million to shareholders via buybacks and dividends.
• FY 2026 guidance: adjusted revenue $6,664–$6,824 million, adjusted diluted EPS $6.74–$7.06.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Q4 2025 GAAP diluted EPS was $0.77, down 21.4% from $0.98; full-year GAAP diluted EPS was $3.15, up 5.0%.
• Q4 2025 adjusted diluted EPS was $1.69, up 18.2%; full-year adjusted diluted EPS was $6.14, up 13.5%.
• Q4 2025 adjusted consolidated EBITDA was $651.0 million, up 8.7%; full-year adjusted EBITDA was $2,462.3 million, up 7.9%.
• For FY 2026, the company guides adjusted revenue of $6,654–$6,814 million and adjusted diluted EPS of $6.70–$7.02.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Q3 2025 GAAP revenue was $1,568.0 million, up 7.0% year-over-year; adjusted revenue was $1,569.0 million, up 7.0%.
• GAAP diluted EPS attributable to SS&C was $0.83, up 27.7%; adjusted diluted EPS was $1.57, up 17.2%.
• Net cash from operating activities for nine months ended September 30, 2025 was $1,101.3 million, up 22.1%.
• Q4 2025 guidance: adjusted revenue $1,590–$1,630 million; FY 2025 adjusted revenue $6,210–$6,250 million.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The purchase price was approximately £766 million (about US $1.03 billion), subject to adjustments.
• SS&C funded the deal with debt and cash, including $1,050 million of incremental Term B-8 loans under its credit agreement.
• The incremental loans mature May 9, 2031 and bear interest at SOFR+2.00% or Base Rate+1.00%.
• Calastone's 250 employees will join SS&C Global Investor & Distribution Solutions, reporting to General Manager Nick Wright.

1.01 Entry into a Material Definitive Agreement · 2.01 Completion of Acquisition or Disposition of Assets · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Q2 2025 GAAP revenue was $1,536.8 million, up 5.9% year-over-year; adjusted revenue was a record $1,537.8 million, up 5.9%.
• GAAP diluted EPS was $0.72, down 4.0%; adjusted diluted EPS was $1.45, up 9.8%.
• Announced definitive agreement to acquire Calastone for approximately $1.03 billion, expected to close in Q4 2025.
• FY 2025 guidance: adjusted revenue $6,143–$6,243 million, adjusted diluted EPS $5.82–$6.06.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The purchase price is approximately £766 million (approximately US $1.03 billion), subject to adjustments.
• The acquisition is expected to close in Q4 2025, subject to regulatory approvals.
• SS&C plans to fund the purchase with a combination of debt and cash on hand, and expects the acquisition to be accretive within 12 months.
• Calastone, headquartered in London, connects over 4,500 financial organizations across 57 markets and processes over £250 billion of investment value monthly.

8.01 Other Events · 9.01 Financial Statements and Exhibits