Factset Research (FDS)
NYSE:FDS
Earnings Data
Report Date
Jun 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
4.45Last Year’s EPS
4.27Same Quarter Last Year
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong set of operational and commercial positives: accelerating organic ASV growth across geographies and client types, revenue and EPS growth, multiple notable client wins and product traction (MCP Server/API growth), meaningful early productivity gains from AI, and a raised fiscal outlook. Lowlights are primarily execution and timing-related (margin compression driven by deliberate investments, a higher tax rate, regional softness in parts of EMEA, and some client-count churn). Management communicated clear strategies to convert productivity gains into funding for growth and to evolve pricing/packaging for an AI-driven market. Overall, highlights substantially outweigh the lowlights, although there are execution risks tied to investment pacing and industry-wide AI-driven shifts in client economics.Company Guidance
ASV Growth and Scale
Organic ASV accelerated to 6.7% year over year, increasing $38 million to $2.45 billion; ASV retention remained strong at over 95%; 86% of top 200 clients now use five or more solutions (up from 78% three years ago).
Revenue and EPS Improvement
Second quarter revenue was $611 million, up 7.1% year over year (6.8% organically); adjusted diluted EPS was $4.46, up 4% year over year.
Raised Fiscal 2026 Guidance
Management raised FY26 outlook: ASV growth now expected $130M–$160M (~5.4%–6.7%), GAAP revenue guidance increased at the midpoint ($2,150M–$2,470M), GAAP EPS guidance $14.85–$15.35 (up $0.20 at midpoint) and adjusted EPS $17.25–$17.75 (up $0.25 at midpoint).
Broad-Based Regional and Segment Momentum
Organic ASV by region: Americas +7% (vs 6% in Q1), EMEA +4% (in line with Q1), Asia Pacific +10% (vs 8% in Q1). By firm type: institutional buy side +5% (vs 4% Q1), wealth +10% (maintained), dealmakers +8% (vs 6% Q1); corporates and private capital accelerated to double-digit growth.
Customer Wins & Product Adoption
Notable expansions and new mandates across major investment banks, private equity, wealth managers, and asset managers (e.g., expanded global bank relationship, Capital Group expanded Portware); MCP Server (launched Dec) has 120+ clients with API call volume in March three times February levels.
Commercial & Sales Momentum
Marketing leads increased 11% year over year and win rates for those opportunities improved 29% year over year; added 98 net new clients in Q2 to total ~9,101; user base grew to >241,000 (10% annual growth).
Data and Content Strength
Company tripled data assets over the past three years while maintaining quality; private company classification (Rubik's) capacity quadrupled year over year at flat cost; buy-side analyst research notes stored grew >35% per year over the last three years; custom models up 17% in the quarter.
Productivity Gains from AI & Engineering Improvements
First-half initiatives captured >50% of the targeted 100 bps productivity improvements for the year. AI coding assistance authored ~20% of successful code commits and freed ~25% of engineers' capacity on those teams; >90% reduction in efforts for BAU tasks like upgrades/patching; some teams cut time-to-market from ~1 month to 1 day.
Data Operations Automation Benefits
Deployed four distinct AI tools across data operations producing 25%+ average reduction in manual curation; text-to-formula agent drove double-digit monthly growth in formula support requests while reducing routine help-desk volumes.
Capital Deployment and Balance Sheet
Repurchased ~652,000 shares in Q2 for ~$163M and >$300M year-to-date; share count down ~3% over the past two quarters; gross debt leverage ~1.4x and ~$700M remaining on an upsized $1B buyback authorization.
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
FDS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 31, 2026 | $204.55 | $216.99 | +6.08% |
Dec 18, 2025 | $294.61 | $271.99 | -7.68% |
Sep 18, 2025 | $332.99 | $298.50 | -10.36% |
Jun 23, 2025 | $417.28 | $431.79 | +3.48% |
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.
FAQ
When does Factset Research (FDS) report earnings?
Factset Research (FDS) is schdueled to report earning on Jun 19, 2026, Before Open (Confirmed).
What is Factset Research (FDS) earnings time?
Factset Research (FDS) earnings time is at Jun 19, 2026, Before Open (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 2026 (Q3) is 4.45.
