FactSet Research Systems Inc. · FDS · Next earnings

FactSet Research Systems Inc. reports Thursday, Dec 17, 2026

FDS reports before market open with consensus EPS at $5.04 and revenue at $643.6M. Last quarter: FactSet reports record FY26 results as AI and MCP adoption accelerate

Reports Before market open42 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $5.04 Calendar consensus
Consensus revenue $643.6M Calendar consensus
Report date Dec 17, 2026 Thursday, date estimated
Session Before market open 42 days away

Where FDS left off: FY2026 Q4

Full report

FactSet reports record FY26 results as AI and MCP adoption accelerate

EPS surprise +3.9% Reported $4.52 vs $4.35
Revenue surprise +0.8% Reported $634.7M vs $629.8M
Stock move +3.8% Event window
Subsequent drift 0.0% Up to 20 sessions

FY27 guidance was reaffirmed at 5%-6.5% organic ASV growth, with modest EPS upside despite tax and interest headwinds.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • AI adoption may take longer than expected, while Bloomberg and large language-model providers intensify competition.
  • Upfront performance-based compensation and restructuring costs can pressure margins.
  • BCC Group integration and consumption-based pricing create execution and variability risks.

Questions analysts left open

  • M&A consolidation and proprietary-data acquisitions.
  • Competitive positioning versus Bloomberg and other large language-model providers.
  • Margin outlook amid faster ASV growth and incentive compensation.
  • Mix of consumption-based versus subscription pricing for AI products.
  • Tax-rate assumptions and interest expense from maturing notes.

Ask FN2 about FDS next report

Transcript, numbers and history already loaded
What should I watch for in FDS's next earnings report?How did FDS guide last quarter, and is consensus above or below that?Give me the bull and bear case going into FDS earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the FDS recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent FDS quarters

All FDS earnings
+3.8%FY2026 Q4+6.7%FY2026 Q3+6.1%FY2026 Q2-7.7%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.