FactSet Research Systems Inc.: Beat — EPS $4.52, Revenue $634.7M
Earnings Report· 2026-09-30
FDS
Q4 · 2026Pre-MarketFactSet Research Systems Inc.
@trystockwhiz
EARNING PER SHARE
Actual ($)
4.52
11.60% YoY
Expected
4.35
Beat
+3.91%
REVENUE
Actual ($)
634.70M
6.30% YoY
Expected
629.85M
Beat
+0.77%
Earning Report
| Metric | Q4 FY26 | Q4 FY25 | YoY Change % |
|---|---|---|---|
| Revenue | $634.70M | $596.90M | +6.3 |
| └─Americas | $414.30M | $388.70M | +6.7 |
| └─EMEA | $154.80M | $147.40M | +6.6 |
| └─APAC | $65.60M | $60.80M | +11.0 |
| Net income | $121.13M | $153.62M | -21.1 |
| Basic EPS | $3.42 | $4.07 | - |
| Diluted EPS | $3.41 | $4.03 | -15.4 |
| Adjusted diluted EPS | $4.52 | $4.05 | +11.6 |
Financial Outlook / Guidance
| Metric | Next Quarter Outlook | FY27 Outlook |
|---|---|---|
| Organic ASV Growth | — | 5.0% – 6.5% |
| Revenues | — | $2,600 - $2,625M |
| Operating income | — | $806 - $840M |
| Operating margin | — | 31.0% - 32.0% |
| Amortization of intangible assets and other discrete items | — | $85 - $97M |
| Adjusted operating income | — | $903 - $925M |
| Adjusted operating margin | — | 34.75% - 35.25% |
| Diluted EPS | — | $17.00 - $17.50 |
| Amortization of intangible assets and other discrete items | — | $2.15 - $2.25 |
| Adjusted diluted EPS | — | $19.25 - $19.65 |
Business Highlights
- ➤Annual ASV retention remained above 95%.
- ➤Average renewal contract length increased by approximately 30% during Q4.
- ➤AI solutions ASV added in fiscal 2026 more than doubled year over year.
- ➤Repurchased 552,064 shares during Q4 under the share repurchase program.
- ➤Repurchases were made at an average price of $249.90 per share.
- ➤Had $356.0 million remaining under the share repurchase authorization.
- ➤Achieved its twenty-seventh consecutive year of dividend increases.
- ➤Serves more than 9,200 global clients and over 260,000 individual users.
Management Commentary
Sanoke Viswanathan, CEO
“FactSet delivered strong results, highlighted by a record increase in organic ASV for both the fourth quarter and fiscal year with continued momentum across our AI and data solutions. During the year, we accelerated innovation, strengthened commercial execution, and improved productivity across the organization. As demand for trusted financial intelligence continues to grow, FactSet's high-quality data, embedded workflows, service excellence, and deep client relationships position us to drive sustainable growth and long-term shareholder value.”