FactSet Research Systems Inc. (FDS) Earnings Report Highlights

• FactSet reported earnings per share (EPS) of $4.05, missing the estimated $4.13, marking a -2.41% earnings surprise.
• The company's revenue for the fourth quarter was $596.9 million, surpassing estimates and indicating a 6.2% year-over-year growth.
• GAAP operating margin improved significantly in the fourth quarter to 29.7%, showcasing efficient cost management and profitability.

FactSet Research Systems Inc. (NYSE:FDS) is a leading provider of integrated financial information and analytical applications to the global investment community. The company offers a wide range of services, including data feeds, portfolio analytics, and research management solutions. FactSet competes with other financial data providers like Bloomberg and Thomson Reuters.

On September 18, 2025, FactSet reported earnings per share (EPS) of $4.05, which was below the estimated $4.13. This represents an earnings surprise of -2.41%, as highlighted by Zacks. Despite this, the company showed growth compared to the same quarter last year, where EPS was $3.74. This indicates a year-over-year improvement in earnings.

FactSet's revenue for the fourth quarter was $596.9 million, surpassing the estimated $592.8 million. This revenue figure also exceeded the Zacks Consensus Estimate by 0.73% and marked a 6.2% increase from the $562.19 million reported in the same period in 2024. This consistent revenue growth reflects the company's strong market position and demand for its services.

For the full fiscal year 2025, FactSet reported GAAP revenues of $2.32 billion, a 5.4% increase from the previous year. The company's organic Annual Subscription Value (ASV) also grew by 5.7% to $2.37 billion. These figures highlight FactSet's ability to expand its customer base and increase subscription revenue.

FactSet's financial health is further supported by its operating margins. The fourth-quarter GAAP operating margin improved by approximately 700 basis points to 29.7%. However, the adjusted operating margin decreased by 200 basis points to 33.8%. For the fiscal year, the GAAP operating margin was 32.2%, while the adjusted operating margin was 36.3%. These metrics indicate efficient cost management and profitability.