$FDS

FactSet Research Systems Inc.: FactSet Reports Results for Fourth Quarter and Fiscal 2026

FactSet (FDS) reported Q4 and fiscal 2026 results, with Q4 GAAP revenues up 6.3% YoY to $634.7M and organic ASV growth of 7.0%. Fiscal 2026 revenues rose 6.7% to $2.48B. The company returned $179M to shareholders in Q4. FactSet expects fiscal 2027 organic ASV growth of 5.0-6.5% and revenues of $2.60-$2.625B.

Original reporting
Published Sep 30, 2026, 11:45 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 30, 2026, 12:27 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$FDS
Neutral
high confidence
Mentioned
$FDS
Relevance
8/10
AlphAI data visualization · based on finanznachrichten.de
Decision brief

The 30-second read

$FDSNeutralHigh
01

Why it matters

The earnings release provides fresh data on revenue growth, margin trends, and guidance, enabling traders to adjust positions.

02

Market read

First‑report earnings with new guidance; material for investors in data‑services and AI‑enabled analytics.

03

What to watch

Share repurchase capacity remains strong, providing potential support for the stock.

Relevance 8/10Novelty 8/10Timing: pre‑market today

Background

FactSet's press release details quarterly financials and FY2027 outlook.

Company-level read

Ticker impact

$FDSNeutralHigh confidence
Context

FactSet reported Q4 FY2026 results and FY2027 guidance, revealing revenue growth and a lower operating margin.

Expected impact

potential modest downside as investors digest margin pressure despite top‑line growth

Evidence & confidence

Revenue rose 6.3% YoY, but GAAP operating margin fell to 24.7% from 29.7%; guidance shows modest outlook, likely limiting upside.

Market effects

Strong AI and data‑analytics demand supports the broader tech‑services sector.

Positive for US financial‑data providers, limited spillover to other regions.

Modest; FactSet is a niche player in global financial intelligence.

Counterpoint

Margin compression could signal rising cost pressures, suggesting a short‑term pullback.

Key entities

  • FactSet Research Systems Inc.

    Provider of financial data and analytics.

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FactSet (FDS) Q4 2026 Earnings Call Transcript

FactSet (FDS) reported Q4 2026 organic ASV growth of 7.0% YoY, reaching $2.568B, and Q4 revenue of $634.7M, up 6.3%. Adjusted EPS grew 11.6% YoY to $4.52. Full-year adjusted operating margin declined 1.8% to 34.5%. AI-related ASV accounted for at least 10% of new ASV. Guidance for 2027 includes 5-6.5% organic ASV growth and 5-6% revenue growth. Share repurchases totaled $644M, reducing shares outstanding by 7%.