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FactSet (FDS) investor relations material
FactSet Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
New CEO Sanoke Viswanathan outlined a vision to lead as an AI-powered financial intelligence platform, emphasizing client service, workflow integration, and open architecture.
Achieved 45 consecutive years of revenue growth, 29 years of adjusted diluted EPS growth, and 26 years of dividend growth.
FY 2025 ended with record organic ASV growth, strong performance in wealth and asset management, and successful integration of acquisitions like LiquidityBook, IRWIN, and Logolntern.
Launched six new AI offerings, unveiled an Intelligent Platform with conversational AI, and expanded real-time data and research partnerships.
Divested RMS Partners, sharpening focus on core offerings and resulting in a one-time GAAP gain.
Financial highlights
FY 2025 revenue reached $2.3217 billion, with adjusted operating margin at 36.3% and adjusted EPS at $16.98.
Q4 revenue grew 6.2% year-over-year to $596.9 million; organic ASV for Q4 was $81.8 million, the largest in company history, with 5.7% sequential growth.
Adjusted EPS for Q4 rose 8.3% year-over-year to $4.05; GAAP diluted EPS up 73.7% to $4.03.
Net income for Q4 was $153.6 million, up 71.6% year-over-year; adjusted net income was $154.6 million, up 7.3%.
Free cash flow for Q4 was $178.1 million, up 29.8% year-over-year; full-year free cash flow was $617.5 million.
Outlook and guidance
FY 2026 organic ASV growth is guided at $100–$150 million (4%–6%); GAAP revenue expected between $2.423–$2.448 billion.
Adjusted operating margin projected at 34.0%–35.5%; adjusted EPS guidance is $16.90–$17.60.
Capital expenditures expected at $110–$120 million; effective tax rate projected at 18%–19%.
Guidance reflects longer sales cycles and rigorous client approval processes, not reduced market confidence.
Fiscal 2026 GAAP operating margin expected at 29.5%–31.0%; GAAP diluted EPS at $14.55–$15.25.
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Frequently asked questions
Financial Data Providers
FactSet Research Systems, commonly known as FactSet, is a leading global provider of integrated financial data, analytical applications, and services for investment professionals. The company was founded in 1978 and is headquartered in Norwalk, Connecticut. FactSet serves a diverse clientele, including portfolio managers, research analysts, and investment bankers, among others. With its suite of products, FactSet offers users the ability to access vast datasets, analyze financial data, and stay updated with real-time market information.
Over 40 Years of Providing Data
Established in 1978, FactSet began its journey doing the same thing it does now: providing financial professionals with data and analytical tools. Founded by Howard Wille and Charles Snyder, the company initially delivered most of the data manually through the help of bike courier services. Over the decades, FactSet has expanded its offerings and global footprint, gradually transitioning from a data provider to a comprehensive platform offering integrated financial solutions. Some companies operating in the same field include us here at Quartr and S&P Global.
The Service
FactSet is a global provider of financial data and analytic software for investment professionals. Its platform aggregates information from hundreds of sources, enabling users to access a wide spectrum of data ranging from market news to advanced analytical tools. FactSet's users can obtain real-time market data, conduct financial research, manage portfolios, and assess risk within its integrated environment.
The platform
The platform the company provides can be tailored to support various workflows, such as equity research, quantitative analysis, and portfolio management. The interface is designed to be flexible and adaptable, allowing the user to customize their workspace to suit their own personal preferences and the requirements of their specific role. Someone working in investment banking might utilize the platform in a completely different way than a wealth manager would.
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