FactSet reported strong organic ASV growth and an impressive adjusted operating margin. The firm expanded its client base and achieved significant growth in the wealth segment. However, challenges in EMEA and Asia Pacific regions, along with increased operating expenses and pricing pressures, present notable concerns. Despite these challenges, the positive aspects of FactSet's performance and strategic wins suggest a promising outlook.

Company Guidance -

Q4 2025

In the FactSet third quarter earnings call for fiscal year 2025, the company reported strong financial metrics, including a 4.5% year-over-year growth in organic Annual Subscription Value (ASV), an adjusted operating margin of 36.8%, and adjusted diluted earnings per share (EPS) of $4.27. Client retention stood at 91% with ASV retention over 95%, and the client base expanded to over 8,800, marking significant demand from corporate wealth management and buy-side clients. Regional performance varied, with organic ASV growth of 5% in the Americas, 2% in EMEA, and 7% in Asia Pacific. The company's strategic focus on enterprise solutions, particularly in data feeds and digital solutions, was highlighted as a key driver of growth. FactSet reaffirmed its fiscal year 2025 guidance, emphasizing continued investment in technology and generative AI capabilities, which are projected to contribute 30 to 50 basis points to ASV growth this year.

Strong Organic ASV Growth

FactSet achieved an organic ASV growth of 4.5% year-over-year, driven by recent wins in wealth, dealmakers, and partnerships.

Record Adjusted Operating Margin

FactSet delivered an adjusted operating margin of 36.8% and an adjusted diluted EPS of $4.27.

Client Base Expansion

The client base grew to over 8,800, driven by strong demand from corporate wealth management and buy-side clients.

Wealth Segment Growth

Wealth organic ASV maintained its double-digit growth pace in Q3 with new business sales nearly doubling the number of new logos versus a year ago.

Successful Product Expansion

New strategic wins in front-office solutions and improved retention with asset management clients were secured.

Positive Free Cash Flow

Free cash flow grew to $229 million in the third quarter, up 5% over the same period last year.

Factset Research (FDS) Earnings, Revenues Date & History

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FDS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 25, 2025	2025 (Q4)	4.13 / -	3.74	―	―	―
Jun 23, 2025	2025 (Q3)	4.30 / 4.27	4.37	-2.29% (-0.10)
Mar 20, 2025	2025 (Q2)	4.17 / 4.28	4.22	1.42% (+0.06)
Dec 19, 2024	2025 (Q1)	4.28 / 4.37	4.12	6.07% (+0.25)
Sep 19, 2024	2024 (Q4)	3.62 / 3.74	2.93	27.65% (+0.81)
Jun 21, 2024	2024 (Q3)	3.97 / 4.37	3.79	15.30% (+0.58)
Mar 21, 2024	2024 (Q2)	3.90 / 4.22	3.8	11.05% (+0.42)
Dec 19, 2023	2024 (Q1)	4.12 / 4.12	3.99	3.26% (+0.13)
Sep 21, 2023	2023 (Q4)	3.51 / 2.93	3.13	-6.39% (-0.20)
Jun 22, 2023	2023 (Q3)	3.62 / 3.79	3.76	0.80% (+0.03)

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

FDS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 23, 2025	$422.34	$437.03	+3.48%
Mar 20, 2025	$437.36	$429.91	-1.70%
Dec 19, 2024	$470.85	$487.46	+3.53%
Sep 19, 2024	$443.79	$466.31	+5.07%

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.