- FactSet’s adjusted earnings per share (EPS) for Q1 was $4.51, beating the estimate of $4.35 and improving from $4.37 year-over-year.
- The company’s revenue increased by 6.9% year-over-year to $607.6 million, surpassing the estimate of $600.8 million.
- Organic revenue growth was 6%, exceeding the forecasted 5.12% growth.
- Adjusted operating income rose by 3% year-over-year to $220.1 million, exceeding the estimated $211.3 million.
- The adjusted operating margin came in at 36.2%, below the previous year’s 37.6% but above the estimated 35.8%.
- Revenue in the Americas grew by 7.9% year-over-year to $396.2 million, beating the estimate of $391.1 million.
- EMEA revenue was up by 4% year-over-year at $149.5 million, slightly surpassing the estimate of $148.5 million.
- Asia Pacific revenue increased by 7.3% year-over-year, reaching $61.9 million, ahead of the expected $61.1 million.
- FactSet’s client base expanded by 9.1% year-over-year to 9,003, trailing the estimate of 9,064.
- User count increased by 9.9% year-over-year, reaching 239,863, above the estimated 236,506.
- For 2026, FactSet maintains its forecast for adjusted EPS between $16.90 and $17.60, aligning closely with the estimate of $17.35.
- The company predicts 2026 revenue between $2.42 billion and $2.45 billion, closely matching the estimate of $2.44 billion.
- FactSet expects the adjusted operating margin for 2026 to range between 34% and 35.5%, with an estimate pegged at 35.2%.
- Analysts’ recommendations include 4 buys, 11 holds, and 5 sells.
Factset Research Systems Inc on Smartkarma
Analysts on Smartkarma, such as Baptista Research, are closely monitoring Factset Research Systems Inc. In a recent report titled “FactSet Research: Will Seamless Data Ecosystems Give It An Edge Against Refinitiv & Bloomberg?“, Baptista Research expressed a bullish sentiment towards FactSet Research Systems. The report highlighted the company’s strong performance in the fourth quarter and full-year fiscal 2025, showcasing its resilience and ability to navigate market changes.
FactSet Research Systems reported a 5.4% revenue growth to $2.3 billion for the fiscal year, with a substantial increase in organic Annual Subscription Value (ASV). The fourth quarter witnessed the largest ASV addition in the company’s history at $81.8 million, indicating robust demand for FactSet’s offerings, particularly in wealth and asset management sectors. This growth, especially a 5.7% sequential increase in ASV, points towards a rising demand for FactSet’s data solutions among investors.
A look at Factset Research Systems Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 3 | |
| Growth | 4 | |
| Resilience | 4 | |
| Momentum | 2 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
FactSet Research Systems Inc. has a mixed outlook based on its Smartkarma Smart Scores. While the company scores well in growth and resilience, with scores of 4 in both categories, its value and momentum scores fall behind at 2 each. The company’s dividend score sits at a moderate 3. This suggests that FactSet Research Systems Inc. may offer promising future growth opportunities and has shown a strong ability to weather challenges. However, investors may want to carefully assess the company’s current valuation and market momentum before making investment decisions.
FactSet Research Systems Inc. is a provider of global economic and financial data utilized by analysts, investment bankers, and other finance professionals. They specialize in consolidating data from various sources into a single online platform for information and analytics, including fundamental data. With a focus on supplying critical financial information, the company’s Smart Scores indicate a promising future in terms of growth and resilience, although there are areas such as value and momentum that may warrant closer scrutiny by potential investors.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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