FactSet Research Systems Inc. Q2 2026 Earnings Recap

FDS Q2 2026 March 31, 2026

FactSet Research Systems Inc. reported a strong Q2 performance with ASV growth accelerating 6.7% to $2.45 billion, driven by strategic customer wins and robust demand across its product suite.

Earnings Per Share Beat

$4.46 vs $4.37 est.

+2.1% surprise

Revenue Beat

611019000 vs 604513900 est.

+1.1% surprise

Market Reaction

1-Day +9.7%

Key Takeaways

Adjusted operating margin stands at 35%, with adjusted diluted EPS up 4% year-over-year to $4.46.
Enterprise agreements now represent the majority of renewed ASV, with contract durations extended by over 30%.
FactSet's Net Promoter Score improved five points among investment banking users, supporting high ASV retention rates of over 95%.
New business growth accelerated, with a 29% increase in win rates driven by enhanced marketing and lead scoring.
Strong traction in data solutions, particularly from corporates and private capital, indicates favorable market positioning and expansion opportunities.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit FDS on AllInvestView.