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Factset Research (FDS)
NYSE:FDS
Earnings Data
Report Date
Jul 01, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
4.3Last Year’s EPS
4.37Same Quarter Last Year
Moderate Sell
Based on 10 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 20, 2025
|% Change Since: -1.43%
|Next Earnings Date:Jul 01, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected a balanced view with significant achievements in organic ASV growth, strategic acquisitions, and success in wealth management. However, these positives were tempered by challenges in the banking sector, lower price increases due to CPI, and increased technology costs. FactSet's proactive management of legacy products and strategic focus on high-growth areas suggest a forward-looking strategy despite current market challenges.Company Guidance
During FactSet's second fiscal quarter of 2025 earnings call, the company reported a 4.1% year-over-year growth in organic Annual Subscription Value (ASV), reaching over 8,600 clients and more than 219,000 users. The adjusted operating margin was 37.3%, and adjusted diluted EPS was $4.28. ASV retention remained above 95% with client retention at 91%. FactSet reaffirmed its organic ASV growth guidance midpoint of 5%, narrowing the anticipated top-line outcomes range. The company highlighted strong performance in wealth management and private equity, with organic ASV growth of 4% in the Americas, 3% in EMEA, and 7% in Asia-Pacific. FactSet also emphasized its strategic initiatives in generative AI, data solutions, and recent acquisitions, which contributed to its positive outlook for the second half of the fiscal year.Organic ASV Growth and Client Base Expansion
FactSet grew organic ASV by 4.1% year-over-year and increased its client base to over 8,600, with notable growth in corporates, wealth, and partners.
Strong Performance in Asia-Pacific
The Asia-Pacific region maintained 7% organic ASV growth, driven by strong sales in Data Solutions, particularly among wealth, corporates, hedge funds, and PEVC funds.
Wealth Management Success
FactSet saw double-digit growth in wealth management, highlighted by a strategic win with UBS selecting FactSet to power their advisor desktops and client-facing portal in the Americas.
LiquidityBook Acquisition
The acquisition of LiquidityBook is expected to enhance FactSet's capabilities and is anticipated to be immediately accretive to growth, with cross-sell opportunities already being executed.
Free Cash Flow Increase
Free cash flow increased by 23% year-over-year to $150 million, driven by positive working capital shifts and improved accounts receivable collections.
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FDS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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FDS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 20, 2025 | $438.40 | $430.93 | -1.70% |
| Dec 19, 2024 | $471.97 | $488.61 | +3.53% |
| Sep 19, 2024 | $444.84 | $467.41 | +5.07% |
| Jun 21, 2024 | $405.54 | $420.81 | +3.77% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Factset Research (FDS) report earnings?
Factset Research (FDS) is schdueled to report earning on Jul 01, 2025, TBA Not Confirmed.
What is Factset Research (FDS) earnings time?
Factset Research (FDS) earnings time is at Jul 01, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FDS EPS forecast?
FDS EPS forecast for the fiscal quarter 2025 (Q3) is 4.3.
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