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aol.comOCT 12 min read$FDS

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%.

Original reporting
aol.com
Published Oct 1, 2026, 11:43 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 1, 2026, 12:51 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.
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FactSet (FDS) Q4 2026 Earnings Call Transcript — source image
Source · aol.com
Decision brief

The 30-second read

$FDSBullishHigh
01

Why it matters

The results exceed guidance, indicating strong demand for data services and AI integration.

02

Market read

Earnings beat and raised guidance are likely to move FDS stock and influence sector sentiment.

03

What to watch

Potential slowdown in AI‑related ASV growth and higher leverage may pose risks.

Relevance 8/10Novelty 8/10Timing: post-market today

Background

FactSet's FY2026 earnings call disclosed financial performance and FY2027 outlook.

Company-level read

Ticker impact

$FDSBullishHigh confidence
Context

FactSet reported FY2026 results with record organic subscription growth, $4.52 EPS and raised FY2027 guidance.

Expected impact

upward pressure as investors price in higher revenue and EPS guidance.

Evidence & confidence

Revenue and EPS beat, sizable buyback, and raised FY2027 guidance suggest improved fundamentals.

Market effects

Sector

Strong subscription growth may boost the broader financial data and analytics sector.

Regional

Positive for US tech and information services stocks.

Global

Limited to investors tracking US mid‑cap earnings.

Counterpoint

What could challenge this read

Margin compression and higher tax/interest headwinds could temper upside.

Key entities

  • company
    FactSet Research Systems Inc.

    Provider of financial data and analytics platforms.

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