FactSet (FDS) official guidance
FactSet (FDS) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
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2 metrics2 newearnings call · 30d
2026-09-30 14:25:42 UTCa slightly higher tax ratenew
I would think it's reasonable to forecast a slightly higher tax rate going into FY 2027.
FDS · transcript · Q4 FY2026
2026-09-30 14:24:22 UTCOpen source
2026-09-30 14:25:42 UTChigh single digitsnew7% – 9% vs FY2026
We expect EPS growth to improve to the high single digits in FY 2027, despite two non-operating headwinds.
FDS · transcript · Q4 FY2026
2026-09-30 14:24:22 UTCOpen source
FDSFACTSET RESEARCH SYSTEMS INCQ1 FY2027 · ends 2026-11-30
1 metric1 newearnings call · 30d
2026-09-30 14:25:42 UTCsimilar temporary impacts from productivity investmentsnew
We anticipate our free cash flow during Q1 2027 will reflect similar temporary impacts from productivity investments that we expect will benefit operating leverage and free cash flow over time.
FDS · transcript · Q4 FY2026
2026-09-30 14:24:22 UTCOpen source
FDSFACTSET RESEARCH SYSTEMS INCFY2027 · ends 2027-08-31
10 metrics9 new1 maintainedearnings call · 30d
2026-09-30 14:25:42 UTC25 bps – 75 bpsnew25 bps – 75 bps vs FY2026
We expect margin improvement in FY 2027 of between 25 and 75 basis points.
FDS · transcript · Q4 FY2026
2026-09-30 14:24:22 UTCOpen source
2026-09-30 14:25:42 UTC5% – 6.5%maintained5% – 6.5% vs FY2026
We expect another strong year with organic ASV growth of 5%-6.5% during the fiscal year ahead.
FDS · transcript · Q4 FY2026
2026-09-30 14:24:22 UTCOpen source
2026-09-30 11:02:21 UTC5% – 6.5%new5% – 6.5% vs FY2026
| Organic ASV Growth | 5.0% – 6.5% | |
FDS · EX-99.1 · Q4 FY2026
2026-09-30 11:01:06 UTCOpen source
2026-09-30 14:25:42 UTC5% – 6%new5% – 6% vs FY2026
Our revenue growth for FY 2027 is expected to be 5%-6% on a reported basis and approximately 100 basis points higher on a like-for-like basis, reflecting a combination of factors such as our exit from the ESG Signals attribution business, FX rates, and other one-time items.
FDS · transcript · Q4 FY2026
2026-09-30 14:24:22 UTCOpen source
2026-09-30 11:02:21 UTC$17 – $17.5new
| Diluted EPS | $17.00 – $17.50 | $19.25 – $19.65 |
FDS · EX-99.1 · Q4 FY2026
2026-09-30 11:01:06 UTCOpen source
2026-09-30 11:02:21 UTC$19.25 – $19.65new
| Diluted EPS | $17.00 – $17.50 | $19.25 – $19.65 |
FDS · EX-99.1 · Q4 FY2026
2026-09-30 11:01:06 UTCOpen source
2026-09-30 11:02:21 UTC$806M – $840Mnew
| Operating income | $806 - $840 |
FDS · EX-99.1 · Q4 FY2026
2026-09-30 11:01:06 UTCOpen source
2026-09-30 11:02:21 UTC$903M – $925Mnew
| Adjusted operating income | $903 - $925 |
FDS · EX-99.1 · Q4 FY2026
2026-09-30 11:01:06 UTCOpen source
2026-09-30 11:02:21 UTC31% – 32%new
| Operating Margin | 31.0% – 32.0% | 34.75% – 35.25% |
FDS · EX-99.1 · Q4 FY2026
2026-09-30 11:01:06 UTCOpen source
2026-09-30 11:02:21 UTC34.8% – 35.3%new
| Operating Margin | 31.0% – 32.0% | 34.75% – 35.25% |
FDS · EX-99.1 · Q4 FY2026
2026-09-30 11:01:06 UTCOpen source
2026-09-30 11:02:21 UTC$2.6B – $2.6Bnew
| Revenues | $2,600 – $2,625 million | |
FDS · EX-99.1 · Q4 FY2026
2026-09-30 11:01:06 UTCOpen source
FDSFACTSET RESEARCH SYSTEMS INCFY2026 · ends 2026-08-31
7 metrics3 new2 maintainedearnings call · 2026-07-02 04:01:06 UTC
2026-07-02 04:01:06 UTCremain confident in the guidance ranges that were previously set for ASVnew
Turning to our outlook, we remain confident in the guidance ranges that were previously set for ASV, revenue, operating margin, and EPS. On revenue and EPS in particular, we are tracking toward the high end of those ranges based on our business trajectory.
FDS · transcript · Q3 FY2026
2026-07-02 04:00:00 UTCOpen source
2026-07-02 04:01:06 UTCtracking toward the high end of those rangesnew
Turning to our outlook, we remain confident in the guidance ranges that were previously set for ASV, revenue, operating margin, and EPS. On revenue and EPS in particular, we are tracking toward the high end of those ranges based on our business trajectory.
FDS · transcript · Q3 FY2026
2026-07-02 04:00:00 UTCOpen source
2026-07-02 04:01:06 UTCfocusing on the midpoint of the guide
We are still clearly for this year focusing on the midpoint of the guide.
FDS · transcript · Q3 FY2026
2026-07-02 04:00:00 UTCOpen source
2026-07-01 11:03:10 UTC34% – 35.5%
| Adjusted operating margin | 34.0% - 35.5% |
FDS · EX-99.1 · Q3 FY2026
2026-07-01 11:02:03 UTCOpen source
2026-04-01 04:01:03 UTCmaintaining our guidance ranges
We are maintaining our guidance ranges for GAAP operating margin and adjusted operating margin, accounting for the potential higher performance-based compensation given the strong commercial outlook.
FDS · transcript · Q2 FY2026
2026-04-01 04:00:00 UTCOpen source
2026-03-31 10:55:44 UTC34% – 35.5%maintained
•Adjusted operating margin is expected to be in the range of 34.0% to 35.5% (unchanged).
FDS · EX-99.1 · Q2 FY2026
2026-03-31 10:54:45 UTCOpen source
2025-12-18 11:58:33 UTC34% – 35.5%new
•Adjusted operating margin is expected to be in the range of 34.0% to 35.5%.
FDS · EX-99.1 · Q1 FY2026
2025-12-18 11:57:20 UTCOpen source
2026-07-02 04:01:06 UTCtracking toward the high end of those rangesnew
Turning to our outlook, we remain confident in the guidance ranges that were previously set for ASV, revenue, operating margin, and EPS. On revenue and EPS in particular, we are tracking toward the high end of those ranges based on our business trajectory.
FDS · transcript · Q3 FY2026
2026-07-02 04:00:00 UTCOpen source
2026-07-01 11:03:10 UTC18% – 19%81 bps – 181 bps vs FY2025
| Annual effective tax rate | 18.0% - 19.0% |
FDS · EX-99.1 · Q3 FY2026
2026-07-01 11:02:03 UTCOpen source
2026-04-01 04:01:03 UTCremains unchanged
The effective tax rate remains unchanged.
FDS · transcript · Q2 FY2026
2026-04-01 04:00:00 UTCOpen source
2026-03-31 10:55:44 UTC18% – 19%maintained81 bps – 181 bps vs FY2025
•FactSet's annual effective tax rate is expected to be in the range of 18.0% to 19.0% (unchanged).
FDS · EX-99.1 · Q2 FY2026
2026-03-31 10:54:45 UTCOpen source
2025-12-18 11:58:33 UTC18% – 19%new81 bps – 181 bps vs FY2025
•FactSet's annual effective tax rate is expected to be in the range of 18.0% to 19.0%.
FDS · EX-99.1 · Q1 FY2026
2025-12-18 11:57:20 UTCOpen source
2026-07-01 11:03:10 UTC$14.85 – $15.35maintained-4.5% – -1.3% vs FY2025
| GAAP diluted EPS | $14.85 - $15.35 |
FDS · EX-99.1 · Q3 FY2026
2026-07-01 11:02:03 UTCOpen source
2026-04-01 04:01:03 UTC$14.85 – $15.35maintained-4.5% – -1.3% vs FY2025
Our guidance range for GAAP EPS is now $14.85-$15.35, an increase of $0.20 at the midpoint.
FDS · transcript · Q2 FY2026
2026-04-01 04:00:00 UTCOpen source
2026-03-31 10:55:44 UTC$14.85 – $15.35raised +1.3%-4.5% – -1.3% vs FY2025
•GAAP diluted EPS is expected to be in the range of $14.85 to $15.35 (up from $14.55 to $15.25).
FDS · EX-99.1 · Q2 FY2026
2026-03-31 10:54:45 UTCOpen source
2025-12-18 11:58:33 UTC$14.55 – $15.25new-6.4% – -1.9% vs FY2025
•GAAP diluted EPS is expected to be in the range of $14.55 to $15.25.
FDS · EX-99.1 · Q1 FY2026
2025-12-18 11:57:20 UTCOpen source
2026-07-01 11:03:10 UTC$17.25 – $17.75maintained
| Adjusted diluted EPS | $17.25 - $17.75 |
FDS · EX-99.1 · Q3 FY2026
2026-07-01 11:02:03 UTCOpen source
2026-04-01 04:01:03 UTC$17.25 – $17.75maintained
For adjusted EPS, our range is now $17.25-$17.75, representing an increase of $0.25 at the midpoint.
FDS · transcript · Q2 FY2026
2026-04-01 04:00:00 UTCOpen source
2026-03-31 10:55:44 UTC$17.25 – $17.75raised +1.4%
•Adjusted diluted EPS is expected to be in the range of $17.25 to $17.75 (up from $16.90 to $17.60).
FDS · EX-99.1 · Q2 FY2026
2026-03-31 10:54:45 UTCOpen source
2025-12-18 11:58:33 UTC$16.9 – $17.6new
•Adjusted diluted EPS is expected to be in the range of $16.90 to $17.60.
FDS · EX-99.1 · Q1 FY2026
2025-12-18 11:57:20 UTCOpen source