FactSet Research Systems (FDS) Financials: History & Chart

FactSet Research Systems Inc. (FDS)FDSFactSet Research Systems Inc.

About FactSet Research Systems Inc.

FactSet Research Systems Inc. is a financial intelligence firm providing a comprehensive suite of integrated data and analytical software. The company serves the global investment community, with its operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. FactSet delivers critical insights and information through specialized workflow solutions covering research, analytics, and trading, complemented by its content, technology platforms, and wealth management resources. Its diverse clientele includes portfolio managers, investment banks, asset managers, wealth advisors, corporate entities, and various other financial sector organizations. FactSet was established in 1978 and is headquartered in Norwalk, Connecticut.

Norwalk, CT

12,598 employees

www.factset.com

Financial Services / Financial - Data & Stock Exchanges

Sector: Financial Services
Industry: Financial - Data & Stock Exchanges
CEO: Sanoke Viswanathan

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Financials

SEC Filings

Quarterly Income Statement (USD)

Swipe horizontally to review earlier periods. The line-item column stays pinned.

Quarterly Report	TTM	Quarter ended May 2026	Quarter ended Feb 2026	Quarter ended Nov 2025	Quarter ended Aug 2025	Quarter ended May 2025	Quarter ended Feb 2025	Quarter ended Nov 2024	Quarter ended Aug 2024
Revenue	2.44B	622.92M	611.02M	607.62M	596.90M	585.52M	570.66M	568.67M	562.19M
Cost of Goods Sold	1.19B	312.19M	296.74M	287.92M	288.67M	280.73M	269.60M	258.78M	258.20M
Gross Profit	1.25B	310.73M	314.28M	319.70M	308.23M	304.79M	301.06M	309.89M	303.99M
Gross Profit Margin	51.4%	49.9%	51.4%	52.6%	51.6%	52.1%	52.8%	54.5%	54.1%
Total Operating Expenses	532.29M	144.43M	129.32M	127.63M	130.91M	110.64M	115.56M	118.55M	176.13M
Research & Development	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	266.43M
Selling, General & Administrative	532.29M	144.43M	129.32M	127.63M	130.91M	110.64M	115.56M	115.12M	172.52M
Operating Income (EBIT)	720.65M	166.30M	184.96M	192.07M	177.32M	194.16M	185.49M	191.34M	127.86M
Operating Margin	29.6%	26.7%	30.3%	31.6%	29.7%	33.2%	32.5%	33.6%	22.7%
Income Before Tax (EBT)	694.30M	154.12M	161.11M	190.11M	188.95M	179.95M	172.32M	179.74M	117.13M
Interest Income	4.67M	642K	891K	1.09M	2.05M	1.51M	273K	2.70M	4.02M
Interest Expense	79.94M	13.84M	39.83M	13.38M	12.89M	15.12M	13.92M	14.40M	15.55M
Other Income/Expense	-26.36M	-12.18M	-23.85M	-1.96M	11.63M	-14.21M	-13.17M	-11.60M	-10.73M
Net Income	565.97M	126.72M	133.06M	152.58M	153.62M	148.54M	144.86M	150.02M	89.50M
Income Tax Expense	128.33M	27.40M	28.05M	37.53M	35.34M	31.41M	27.46M	29.72M	27.63M
Net Profit Margin	23.2%	20.3%	21.8%	25.1%	25.7%	25.4%	25.4%	26.4%	15.9%
EBITDA	929.18M	220.25M	236.84M	244.22M	227.87M	242.97M	231.51M	234.62M	169.45M
EBITDA Margin	38.1%	35.4%	38.8%	40.2%	38.2%	41.5%	40.6%	41.3%	30.1%
Depreciation & Amortization	208.53M	53.95M	51.88M	52.15M	50.55M	48.82M	46.02M	43.29M	41.59M
EPS Basic	15.27	3.52	3.60	4.08	4.07	3.92	3.81	3.95	2.35
EPS Diluted	15.19	3.51	3.59	4.06	4.03	3.88	3.76	3.89	2.32
Shares Outstanding	36.82M	36.82M	36.93M	37.41M	37.76M	37.98M	38.02M	38.01M	38.52M
Diluted Shares Outstanding	36.96M	36.96M	37.06M	37.62M	38.16M	38.46M	38.51M	38.52M	38.52M

Annual Income Statement (USD)

Swipe horizontally to review earlier years. The line-item column stays pinned.

Annual Report	08/31/2025	08/31/2024	08/31/2023	08/31/2022	08/31/2021	08/31/2020	08/31/2019	08/31/2018
Revenue	2.32B	2.20B	2.09B	1.84B	1.59B	1.49B	1.44B	1.35B
Cost of Goods Sold	1.10B	1.01B	973.23M	871.11M	786.40M	695.45M	663.45M	659.30M
Gross Profit	1.22B	1.19B	1.11B	972.79M	805.04M	798.66M	771.90M	690.85M
Gross Profit Margin	52.7%	54.1%	53.3%	52.8%	50.6%	53.5%	53.8%	51.2%
Total Operating Expenses	475.66M	489.81M	483.08M	497.30M	331.00M	359.00M	333.87M	324.64M
Research & Development	300.70M	266.43M	267.40M	255.10M	250.10M	N/A	N/A	217.10M
Selling, General & Administrative	475.66M	213.39M	159.64M	433.03M	331.00M	342.50M	333.87M	319.75M
Operating Income (EBIT)	748.30M	701.30M	630.21M	475.48M	474.04M	439.66M	438.04M	366.20M
Operating Margin	32.2%	31.8%	30.2%	25.8%	29.8%	29.4%	30.5%	27.1%
Income Before Tax (EBT)	720.96M	651.50M	584.95M	443.59M	467.62M	427.13M	421.96M	351.84M
Interest Income	6.53M	14.45M	12.81M	6.17M	1.81M	N/A	N/A	N/A
Interest Expense	56.32M	65.78M	66.32M	35.70M	8.20M	9.83M	16.62M	16.29M
Other Income/Expense	-27.34M	-49.80M	-45.25M	-31.89M	-6.42M	-12.53M	-16.07M	-14.37M
Net Income	597.04M	537.13M	468.17M	396.92M	399.59M	372.94M	352.79M	267.08M
Income Tax Expense	123.92M	114.38M	116.82M	46.68M	68.03M	54.20M	69.17M	84.75M
Net Profit Margin	25.7%	24.4%	22.4%	21.5%	25.1%	25.0%	24.6%	19.8%
EBITDA	936.98M	856.89M	767.93M	605.20M	581.36M	540.46M	498.50M	423.49M
EBITDA Margin	40.4%	38.9%	36.8%	32.8%	36.5%	36.2%	34.7%	31.4%
Depreciation & Amortization	188.67M	155.59M	137.73M	129.72M	107.32M	100.80M	60.46M	57.28M
EPS Basic	15.74	14.11	12.26	10.48	10.56	9.83	9.25	6.90
EPS Diluted	15.55	13.91	12.04	10.25	10.36	9.65	9.08	6.78
Shares Outstanding	37.92M	38.06M	38.19M	37.86M	37.86M	37.94M	38.14M	38.73M
Diluted Shares Outstanding	38.38M	38.62M	38.90M	38.74M	38.57M	38.65M	38.87M	39.38M

Values are displayed in USD. Negative numbers shown in red.

Values are displayed in USD. Negative numbers are shown in red.