FactSet Research Systems Inc.

FactSet Research Systems Inc.

FDSยทNYSE

$253.44

+2.5%
Financial ServicesFinancial - Data & Stock Exchanges

FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

At a Glance

Live Snapshot
Market Cap$9.23B
EPS15.7400
P/E Ratio16.10
Earnings Date06/22/2026
3Y+26.0%
5Y+55.0%
10Y+106.0%
3Y+50.0%
5Y+60.0%
10Y+76.0%
3Y+35.0%
5Y+44.0%
10Y+119.0%
FactSet Research Systems Inc.

FactSet Research Systems Inc. Profit Bridge

FDS ยท NYSE
Revenue2.32B
Cost of Goods Sold (1.10B)
Gross Profit1.22B
Operating Expenses (475.66M)
Operating Income748.30M
Interest Expense (56.32M)
Other Income/Expense-27.34M
Pretax Income720.96M
Income Tax (123.92M)
Net Income597.04M
Net Income
597.04M

Profitability Analysis

Gross Margin

52.7%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

32.2%

Outstanding operational efficiency. The company generates substantial profit from core operations.

Net Profit Margin

25.7%

Exceptional profitability. The company converts a significant portion of revenue to bottom-line earnings.

Effective Tax Rate

17.2%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

Exceptional profitability across all levels: Strong pricing power, efficient operations, and healthy bottom line indicate a high-quality business with sustainable competitive advantages.

FactSet Research Systems Inc. Income Statement

FDS โ€ข NYSE

FactSet Research Systems Inc. Income StatementAug 2025Aug 2024Aug 2023Aug 2022Aug 2021Aug 2020Aug 2019Aug 2018Aug 2017Aug 2016Aug 2015Aug 2014Aug 2013Aug 2012Aug 2011Aug 2010Aug 2009Aug 2008Aug 2007Aug 2006
REVENUE
2.3B
2.2B
2.1B
1.8B
1.6B
1.5B
1.4B
1.4B
1.2B
1.1B
1B
920.3M
858.1M
805.8M
726.5M
641.1M
622M
575.5M
475.8M
387.4M
GROSS PROFIT
(1.1B)
(1B)
(973.2M)
(871.1M)
(786.4M)
(695.4M)
(663.4M)
(659.3M)
(566.6M)
(487.4M)
(405.3M)
(353.7M)
(306.4M)
(275.5M)
(244.6M)
(206.6M)
(209.4M)
(191.2M)
(152.8M)
(121.4M)
1.2B
1.2B
1.1B
972.8M
805M
798.7M
771.9M
690.8M
654.6M
639.7M
601.4M
566.6M
551.7M
530.3M
481.9M
434.5M
412.7M
384.3M
323M
266M
OPERATING INCOME
(475.7M)
(489.8M)
(483.1M)
(497.3M)
(331M)
(359M)
(333.9M)
(324.6M)
(302.5M)
(290M)
(269.5M)
(264.4M)
(282.3M)
(257.3M)
(243.6M)
(212.9M)
(201.6M)
(200.4M)
(167.9M)
(144.7M)
(475.7M)
(213.4M)
(159.6M)
(433M)
(331M)
(342.5M)
(333.9M)
(319.7M)
(302.5M)
(290M)
(269.5M)
(264.4M)
(282.3M)
(257.3M)
(243.6M)
(212.9M)
(201.6M)
(200.4M)
(167.9M)
(144.7M)
(300.7M)
(266.4M)
(267.4M)
(255.1M)
(250.1M)
(0.0)
(0.0)
(217.1M)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
748.3M
701.3M
630.2M
475.5M
474M
439.7M
438M
366.2M
352.1M
349.7M
331.9M
302.2M
287.7M
273M
238.3M
221.6M
211M
183.9M
155.1M
121.3M
PRE-TAX INCOME
(56.3M)
(65.8M)
(66.3M)
(35.7M)
(8.2M)
(9.8M)
(16.6M)
(16.3M)
(8.2M)
(2.7M)
(100K)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
-49.8M
-51.3M
-53.5M
-29.5M
-6.4M
-9.8M
-16.6M
-16.3M
-6.6M
-1.1M
1.8M
1.2M
1.3M
1.1M
0.0
0.0
0.0
0.0
0.0
0.0
-300.7M
(10M)
(56M)
-190.8M
-250.1M
(16.5M)
(0.0)
-212.2M
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
-27.3M
-49.8M
-45.3M
-31.9M
-6.4M
-12.5M
-16.1M
-14.4M
-7.8M
111.3M
1.8M
1.2M
1.5M
1.7M
623K
547K
1.1M
5.2M
7.8M
4.7M
721M
651.5M
585M
443.6M
467.6M
427.1M
422M
351.8M
344.3M
461M
333.8M
303.5M
270.9M
274.7M
239M
222.2M
212.1M
189M
162.9M
126M
NET INCOME
(123.9M)
(114.4M)
(116.8M)
(46.7M)
(68M)
(54.2M)
(69.2M)
(84.8M)
(86.1M)
(122.2M)
(92.7M)
(91.9M)
(72.3M)
(85.9M)
(67.9M)
(72M)
(67.2M)
(64M)
(53.3M)
(43.1M)
597M
537.1M
468.2M
396.9M
399.6M
372.9M
352.8M
267.1M
258.3M
338.8M
241.1M
211.5M
198.6M
188.8M
171M
150.2M
145M
125M
109.6M
82.9M

SEC Filings

FDS - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
8-K

8-K 2026

N/A

April 08, 2026
April 02, 2026
2026
10-Q

10-Q 2026 Q1

Q1

April 02, 2026
February 28, 2026
2026
8-K

8-K 2026

N/A

March 31, 2026
March 31, 2026
2026
8-K

8-K 2026

N/A

March 04, 2026
March 02, 2026
2026
10-Q

10-Q 2025 Q4

Q4

January 05, 2026
November 30, 2025
2025
8-K

8-K 2025

N/A

December 22, 2025
December 18, 2025
2025
8-K

8-K 2025

N/A

December 18, 2025
December 18, 2025
2025
DEF 14A

DEF 14A 2025

N/A

October 27, 2025
December 18, 2025
2025
10-K

10-K 2025 FY

FY

October 22, 2025
August 31, 2025
2025
8-K

8-K 2025

N/A

September 18, 2025
September 16, 2025
2025
Showing 1 to 10 of 352 filings