FactSet Research Systems Inc. earnings overview

FDS FY2026 Q3 · Calendar Q3 2026

FactSet Research Systems Inc.

FactSet's Q3 FY2026 results show organic ASV growth accelerating to 7.1% ($2.48B), up from 6.7% in Q2, driven by broad AI adoption and a shift toward longer-term enterprise agreements. Adjusted EPS of $4.53 beat consensus by 2.0% and revenue of $622.9M exceeded estimates by 0.8%. The stock surged 6.9% on the report with continued positive drift of 7.1% on nearly 2x baseline volume. Management maintained full-year guidance rather than raising again, signaling confidence in the trajectory while absorbing 300 bps of deliberate margin compression from investments in AI infrastructure, talent, and token costs. The central question is whether near-term margin pressure translates into durable revenue growth as AI-related products scale and the company approaches its Investor Day with a medium-term plan.