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EPS $1.45 (+9.8%); announces $1.03B Calastone acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $1,536.8M (+5.9%), diluted EPS $0.72 (-4.0%).","Adjusted rev $1,537.8M (+5.9%), adj. dil. EPS $1.45 (+9.8%).","Q2 adj. organic revenue growth 3.5%; financial services recurring rev growth 3.9%.","Announced $1.03B acquisition of Calastone, expected close Q4 2025.","FY 2025 guidance: adj. rev $6,143-6,243M; adj. 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EPS $1.29 (+10.3%); acquires Battea for ~$670M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $1,465.8M (+7.3% YoY); GAAP diluted EPS $0.65 (+6.6%).","Adjusted revenue $1,466.8M (+7.3%); adjusted diluted EPS $1.29 (+10.3%); organic revenue growth 6.4%.","Completed acquisition of Battea-Class Action Services on Sept 27, 2024 for ~$670M.","Repurchased 1.2M shares for $89.4M during Q3; net leverage ratio 2.94x at Sept 30.","Guidance: Q4 adj. rev $1.46-1.50B; FY adj. EPS $5.12-5.18; cash from ops FY $1.33-1.37B."],"consensus_eps_estimate":null,"consensus_eps_actual":2.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":4352300000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15935987257.602068,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189317,"accession_number":"0000950170-24-110813","cik":1402436,"company_name":"SS&C Technologies Holdings Inc","ticker":"SSNC","form_type":"8-K","filed_at":"2024-10-01T23:59:59+00:00","items":["1.01","2.03","2.01","7.01","9.01"],"status":"ready","headline":"SS&C completes $670M acquisition of Battea-Class Action Services, funded partly with $800M debt","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price ~$670M; financed with $800M incremental term A-9 loans and cash.","Term A-9 loans bear interest at SOFR + 1.50% or Base + 0.50%, with leverage-based adjustments.","Loans mature Sept 2029, amortize initially 2.5% quarterly, then 5.0%.","Transaction expected to be accretive over next 12 months; over 100 Battea employees join.","Battea provides securities class action recovery services to 900+ institutional clients."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15935987257.602068,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205812,"accession_number":"0000950170-24-105911","cik":1402436,"company_name":"SS&C Technologies Holdings Inc","ticker":"SSNC","form_type":"8-K","filed_at":"2024-09-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SS&C to acquire Battea-Class Action Services for ~$670M; expects accretive close in 2024","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price approximately $670M, subject to adjustments; expected to close in 2024.","Battea provides securities class action claims management; serves 900+ banks, asset managers.","Acquisition funded with up to $650M incremental term A loans and cash on hand.","Battea's 100+ employees join SS&C GlobeOp; adds litigation research and claims filing.","SS&C expects transaction to be accretive over next 12 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15935987257.602068,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205811,"accession_number":"0000950170-24-086510","cik":1402436,"company_name":"SS&C Technologies Holdings Inc","ticker":"SSNC","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"SS&C Q2 revenue up 6.5% to $1.45B; adj. EPS $1.27 beats; $1B buyback authorized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $1,451.5M (+6.5%); GAAP diluted EPS $0.75 (+47.1%).","Adjusted diluted EPS $1.27 (+17.6%); adjusted EBITDA $558.9M (+11.2%); organic revenue +6.4%.","Q2 share repurchases: 3.7M shares for $227M at avg $62.17; Board authorized new $1B repurchase program.","Q3 guidance: adj. revenue $1,420-1,460M; adj. EPS $1.21-$1.27. FY guidance: adj. revenue $5,706-5,866M; adj. 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notes are unsecured and guaranteed by parent and certain subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":15935987257.602068,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222798,"accession_number":"0000950170-24-051599","cik":1402436,"company_name":"SS&C Technologies Holdings Inc","ticker":"SSNC","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SS&C subsidiary to offer $750M Senior Notes due 2032 to refinance existing term loans","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["SS&C Technologies, Inc. intends to offer $750M aggregate principal amount of Senior Notes due 2032 in a private placement.","Net proceeds, combined with term B-8 loan and cash, will repay term B-3, B-4, and B-5 loans under existing credit facilities.","Notes guaranteed by SS&C Technologies Holdings and its domestic restricted subsidiaries that guarantee existing credit facilities.","Offering to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S.","Notes are unregistered; offering is subject to market and other conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":15935987257.602068,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222797,"accession_number":"0000950170-24-049433","cik":1402436,"company_name":"SS&C Technologies Holdings Inc","ticker":"SSNC","form_type":"8-K","filed_at":"2024-04-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SS&C announces $2,775M incremental term B-8 loan refinancing to repay existing term loans","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Intends to borrow up to $2,775M in incremental term B-8 loans under existing credit agreement.","Proceeds together with unsecured debt and cash on hand to repay all amounts owed under term B-3, B-4, B-5 loans.","Transaction subject to market and other conditions; expected to close in Q2 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":15935987257.602068,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222796,"accession_number":"0000950170-24-048310","cik":1402436,"company_name":"SS&C Technologies Holdings Inc","ticker":"SSNC","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SS&C Q1 GAAP revenue $1.435B (+5.3%), adj. EPS $1.28 (+12.3%), record adjusted revenue","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $1,435M (+5.3% YoY); GAAP diluted EPS $0.62 (+26.5%).","Record adjusted revenue $1,435.8M (+5.3%); adjusted diluted EPS $1.28 (+12.3%).","Organic growth 4.7% driven by Intralinks and Alternatives; CEO cites strong market.","Operating cash flow $180.5M, down 29.2% from $254.8M; net leverage ratio 2.95x.","FY2024 guidance: adj. revenue $5,694.6M-$5,854.6M, adj. EPS $4.93-$5.17."],"consensus_eps_estimate":null,"consensus_eps_actual":0.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":1435000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15935987257.602068,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}