FactSet earnings date and guidance
MyStockButler's October 2026 analysis: FactSet's next results are expected on December 17, 2026. FactSet's key test is whether new AI contracts renew.
What has FactSet guided for fiscal 2027?
The weighted case places FactSet at $307.76 in October 2027 and $369.24 in October 2029, hinging on durable subscription growth, paid AI expansion, cash conversion, and refinancing. For FY2027, management guides to 5.0%–6.5% organic ASV growth and $2,600–$2,625 million of revenue. It also guides to 31.0%–32.0% GAAP operating margin and 34.8%–35.3% adjusted operating margin, with adjusted diluted EPS of $19.25–$19.65.
| Period guided | Low | High | Date it was given | |
|---|---|---|---|---|
| Organic ASV Growth | Year to Aug 2027 | 5.0% | 6.5% | Sep 30, 2026 |
| Revenues | Year to Aug 2027 | 2,600 | 2,625 | Sep 30, 2026 |
| Operating Margin | Year to Aug 2027 | 31.0% | 32.0% | Sep 30, 2026 |
| Adjusted operating margin | Year to Aug 2027 | 34.8% | 35.3% | Sep 30, 2026 |
| Adjusted diluted earnings per common share | Year to Aug 2027 | 19.25 | 19.65 | Sep 30, 2026 |
What this means. The adjusted operating margin range looks slightly different from the company's guidance because the report rounds the endpoints to one decimal place.
Did FactSet keep its past promises?
FactSet’s promises can be compared with its delivery. It guided in September 2025 to fiscal 2026 organic subscription growth of 4%–6%. It delivered 7.0%, above that range. Adjusted operating margin guidance was 34.0%–35.5%, and delivery was 34.5%. Reported margin was 28.3%, below the original range of 29.5%–31.0%.
| What management forecast | Checked | Above | Within | Below |
|---|---|---|---|---|
| GAAP revenues | 5 years | 3 | 0 | 2 |
| GAAP operating margin | 5 years | 0 | 1 | 4 |
| Adjusted operating margin | 5 years | 3 | 2 | 0 |
| GAAP diluted EPS | 5 years | 0 | 2 | 3 |
| Adjusted diluted EPS | 5 years | 3 | 2 | 0 |
What has FactSet's revenue and profit trend been?
Revenue reached $634.7 million, up 6.3% from the prior-year quarter. Organic revenue grew 7.1%, close to the 7.0% annual organic ASV growth rate. The commercial picture was steady rather than explosive.
Gross margin fell to 48.6% from 51.6% a year earlier. Operating income fell 11.7%, while net income fell 21.1%. The consecutive quarterly margin declines make it difficult to describe the pressure as one isolated disturbance.
| Aug 2026 | May 2026 | Feb 2026 | Nov 2025 | Aug 2025 | May 2025 | Feb 2025 | Nov 2024 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | 634,698 | 622,918 | 611,019 | 607,621 | 596,901 | 585,520 | 570,660 | 568,667 |
| Operating income | 156,624 | 166,301 | 184,961 | 192,071 | 177,321 | 194,155 | 185,492 | 191,335 |
| Net income | 121,127 | 126,718 | 133,056 | 152,580 | 153,616 | 148,542 | 144,860 | 150,022 |
| EPS, diluted | 3.41 | 3.50 | 3.59 | 4.06 | 4.03 | 3.87 | 3.76 | 3.89 |
| = Free cash flow | 177,307 | 254,045 | 185,691 | 90,437 | 178,134 | 228,603 | 150,219 | 60,498 |
What this means. The amounts and percentages are for each three-month quarter, even though some row descriptions say “year.”
What should people watch in FactSet's next results?
The following reports should test subscription growth against the annual target, whether new AI contracts renew and whether profit is recovering. March 2027 supplies a harder test: FactSet must repay or refinance the bonds, and the terms will show how much new debt service reduces earnings.