$FDS

FactSet Reports Results for Fourth Quarter and Fiscal 2026

FactSet (FDS) reported Q4 and fiscal 2026 results. Revenues rose 6.3% to $634.7M in Q4 and 6.7% to $2.48B for the year. Organic ASV grew 7.0%. Adjusted diluted EPS increased 11.6% in Q4 and 6.1% for the year. The company guided fiscal 2027 revenues to $2.6B-$2.625B and adjusted diluted EPS to $19.25-$19.65.

Original reporting
Published Sep 30, 2026, 11:00 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 30, 2026, 11:03 AM 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 globenewswire.com
Decision brief

The 30-second read

$FDSNeutralHigh
01

Why it matters

The earnings release provides fresh guidance and margin outlook, influencing valuation models for subscription‑revenue businesses.

02

Market read

First‑day earnings and guidance for a mid‑cap data‑analytics firm, offering actionable insight for traders.

03

What to watch

Share repurchase activity and strong cash flow may support price stability.

Relevance 8/10Novelty 9/10Timing: pre‑market today

Background

FactSet is a leading provider of financial data and analytics, regularly reporting strong subscription‑based growth.

Company-level read

Ticker impact

$FDSNeutralHigh confidence
Context

FactSet released its Q4 FY2026 earnings and FY2027 guidance, providing new revenue and margin figures.

Expected impact

potential modest downside as investors price in lower operating margins

Evidence & confidence

Revenue up 6.3% YoY but operating margin fell from 29.7% to 24.7% in Q4; guidance signals slower margin recovery.

Market effects

AI and data‑analytics sector may see heightened scrutiny on margin trends despite revenue growth.

U.S. tech stocks could experience slight pressure as margin concerns spread.

Limited; primarily impacts U.S. equity investors focused on financial‑data providers.

Counterpoint

If investors focus on top‑line growth and AI momentum, the stock could rally despite margin dip.

Key entities

  • FactSet Research Systems Inc.

    Provider of financial data and analytics solutions.

  • Sanoke Viswanathan

    CEO of FactSet, quoted in the release.

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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%.