Financial data firm FactSet beats Q4 revenue estimates

FactSet Research Systems

18/09/2025 11:13

Overview

FactSet Q4 GAAP revenue rises 6.2% yr/yr, beating analyst expectations, per LSEG data

Q4 GAAP diluted EPS up 73.7% yr/yr, adjusted EPS misses estimates, per LSEG data

Outlook

FactSet expects fiscal 2026 GAAP revenue of $2.423 bln to $2.448 bln

Company anticipates organic ASV growth of $100 mln to $150 mln in fiscal 2026

FactSet projects fiscal 2026 GAAP EPS between $14.55 and $15.25

Company forecasts adjusted EPS of $16.90 to $17.60 for fiscal 2026

Result Drivers

REVENUE GROWTH - Driven by institutional buy-side and wealth clients, contributing to a 6.2% increase in GAAP revenues

OPERATING MARGIN - Improvement due to revenue growth and resolution of a sales tax dispute, despite higher employee costs

EPS INCREASE - Boosted by revenue growth, a gain on divestiture, and lower operating expenses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$596.90 mln
$593.50 mln (14 Analysts)
Q4 Adjusted EPS
Miss
$4.05
$4.13 (17 Analysts)
Q4 EPS
$4.03
Q4 Adjusted EBIT Margin
33.8%
Q4 EBIT Margin
29.7%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 13 "hold" and 5 "sell" or "strong sell"

The average consensus recommendation for the professional information services peer group is "buy."

Wall Street's median 12-month price target for Factset Research Systems Inc is $413.06, about 18.6% above its September 17 closing price of $336.04

Press Release: ID:nGNX5dylXJ

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)