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Factset Research Systems Inc
NYSE:FDS

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Factset Research Systems Inc
NYSE:FDS
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Price: 222.97 USD -2.03% Market Closed
Market Cap: $8.3B

Factset Research Systems Inc
Investor Relations

In the financial data and analytics landscape, FactSet Research Systems Inc. stands as a pivotal player, weaving a rich tapestry of information for investment professionals. Founded in 1978 by Howard Wille and Charles Snyder, FactSet started with a clear mission—to simplify the complexity of financial data for analysts and investors. With its innovative platform, FactSet integrates data from thousands of databases around the world, offering seamless access through its sophisticated software. This capability empowers financial professionals with the precise and comprehensive data they need to make informed decisions, whether it's for portfolio management, investment research, or risk analysis.

FactSet generates its revenue primarily through subscriptions to its data services, which financial institutions and corporations worldwide depend on for timely and accurate information. The company has diligently expanded its offerings over the years, incorporating analytics, trading solutions, and comprehensive industry reports, thereby creating a comprehensive ecosystem around its core financial data services. This growth not only underscores its adaptability in a fast-paced financial environment but also reflects its commitment to providing clients with a holistic toolkit. As a result, FactSet's financial performance remains robust, driven by its ability to fuse cutting-edge technology with unparalleled data insights, earning it a distinguished place in the financial services industry.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Mar 31, 2026
AI Summary
Q2 2026

Growth reaccelerated: FactSet said organic ASV growth accelerated for the fourth straight quarter, rising 6.7% to $2.45 billion, with strength across all regions and client types.

Guidance raised: Management lifted fiscal 2026 ASV, revenue, and EPS guidance after a stronger-than-expected first half and better visibility into demand.

AI and packaging: The company is leaning into AI, new data channels like MCP, and updated pricing and packaging to push more enterprise agreements and expand usage-based revenue.

Margins under pressure: Adjusted operating margin was 35%, reflecting heavier spending on people, cloud infrastructure, AI tools, and professional fees, though productivity gains are helping offset some of it.

Broad demand: Management said the sales pipeline remains strong, sales cycles have not changed materially, and AI-related deals are closing faster than traditional ones.

Key Financials
Organic ASV
$2.45 billion
Revenue
$611 million
Adjusted operating margin
35%
Adjusted diluted EPS
$4.46
GAAP EPS
$4.46
Client retention
91%
ASV retention
above 95%
Net new clients
98
Total clients
9,101
Users
over 241,000
Share repurchases
$163 million
Remaining buyback authorization
approximately $700 million
Gross debt leverage
1.4x
Top clients using AI solutions
48 of top 50 clients
MCP server clients
over 120
Earnings Call Recording
Other Earnings Calls

Management

Mr. Frederick Philip Snow C.F.A.
CEO & Director
No Bio Available
Ms. Helen L. Shan
Executive VP & CFO
No Bio Available
Ms. Katherine M. Stepp
Executive VP & CTO
No Bio Available
Ms. Catrina Harding
Executive VP & Chief People Officer
No Bio Available
Mr. Goran Skoko
Executive VP, Chief Revenue Officer and MD of EMEA & Asia Pacific
No Bio Available
Mr. Gregory T. Moskoff
MD, Controller & Chief Accounting Officer
No Bio Available
Ms. Alexandra van Nes
Senior Vice President of Investor Relations
No Bio Available
Mr. Christopher R. Ellis
Executive VP and Head of Strategic Initiatives & Partnership
No Bio Available
Mr. Robert James Robie
Executive VP & Head of Institutional Buyside
No Bio Available
Ms. Kristina W. Karnovsky
Executive VP and Head of the Dealmakers & Wealth
No Bio Available

Contacts

Address
CONNECTICUT
Norwalk
45 Glover Avenue
Contacts
+12038101000.0
www.factset.com
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