FDS · Factset Research Systems Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q4 FY26 earnings call · Sep 30, 2026TL;DR. FactSet reported record FY26 results with 7% organic ASV growth above the high end of guidance, but FY27 guidance of 5.0%-6.5% organic ASV growth represents a deceleration, and FY27 adjusted operating margin is guided to expand only 25-75 bps while GAAP operating margin contracted sharply in FY26 to 28.3% from 32.2%, alongside restructuring charges and headcount reductions.
- + FY27 adjusted operating margin guided to expand 25-75 bps, signaling margin floor in FY26
- + Average renewal contract length increased ~30% as enterprise agreements accelerate
- + Returned $808M to shareholders in FY26, more than 75% annual increase, with 27th consecutive year of dividend increases
- − FY27 organic ASV growth guided to 5.0%-6.5%, a deceleration from FY26's 7.0%
- − FY26 GAAP operating margin contracted to 28.3% from 32.2%, and Q4 GAAP operating margin fell to 24.7% from 29.7%
- − FY26 adjusted operating margin of 34.5% was ~180 bps below FY25's 36.3%
- − FY27 EPS faces ~2% headwind from higher tax rate and refinancing $500M of 2.9% notes maturing March 2027 at higher rates
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted EPS non-GAAP | $18.01 | FY2026 | — |
| Adjusted EBITDA non-GAAP | 911.41M | FY2026 | — |
| Adjusted net income non-GAAP | 659.5M | FY2026 | — |
| Adjusted operating income non-GAAP | 855.31M | FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating income 699.96M
+76.21M Intangible asset amortization
+46.2M Restructuring/severance
+19.52M CEO onboarding costs
+8.26M Business disposition, acquisitions and related costs
+2.88M India labor codes reform
+887K Asset impairment
+750K Client bankruptcy charges
+650K Litigation reserve
+0K Sales tax dispute
= Adjusted operating income 855.31M
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| Adjusted operating margin non-GAAP | 34.5% | FY2026 | — |
| As reported ASV | 2.57B | As of August 31, 2026 | — |
| Capital returned to shareholders | $808M | FY2026 | — |
| EBITDA non-GAAP | 885.23M | Twelve Months Ended August 31, 2026 | — |
| Free cash flow non-GAAP | 707.5M | FY2026 | — |
| Organic ASV non-GAAP | 2.57B | As of August 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP As reported ASV 2.57B
+3M Impact from foreign currency movements
= Organic ASV 2.57B
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| Organic ASV annual growth rate non-GAAP | 7% | As of August 31, 2026 | — |
| Organic revenues growth | 6.7% | FY2026 | — |
| Share repurchases | $138M | Q4 FY2026 | — |
| Capital expenditures | $30.48M | three months ended May 31, 2026 filing | — |
| Stock-based compensation expense | 22.22M | Three Months Ended May 31, 2026 filing | +30.6% |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Financial Data & Stock Exchanges — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
FDS
this stock
Factset Research Systems Inc
|
$10.78B | +4.5% | +6.3% | 20.8 | 8.9% |
|
SPGI
S&P Global Inc.
|
$133.86B | — | +7.1% | 27.5 | 2.1% |
|
CME
Cme Group Inc.
|
$105.55B | +7.5% | +6.4% | 24.9 | 1.5% |
|
ICE
Intercontinental Exchange, Inc.
|
$88.92B | -2.2% | -2.1% | 22.4 | 1.2% |
|
MCO
Moodys Corp /De/
|
$83.35B | -5.8% | +16.6% | 30.5 | 1.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 20, 2026
- This year
- 11
FactSet reported fiscal 2026 revenue of $2,476.3 million, up 6.7%, and Organic ASV of $2,568.2 million, up 7.0%, while operating margin fell to 28.3% from 32.2% and net income fell 10.6% to $533.5 million.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| FDS | +5.0% | +6.7% | +32.1% | +12.3% | +4.5% |
| SPY | -1.5% | -0.9% | +7.7% | +0.5% | +12.4% |
| vs SPY | +6.5% | +7.6% | +24.4% | +11.8% | -7.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.