FactSet Research Systems Inc. Q4 2026 Earnings Recap

FactSet’s shares rose 6.8% after earnings, as fiscal 2026 organic ASV growth of 7% reached $2.56 billion and came in above the high end of company guidance. Investors also saw evidence of AI-related demand and longer-duration contracts, though adjusted operating margin was 34.5% amid investment.

Key Takeaways

• Organic ASV grew 7%, or $168 million, to $2.56 billion in fiscal 2026; adjusted diluted EPS was $18.01, up 6% year over year.
• Adjusted operating margin was 34.5%, reflecting investments made during the year.
• AI-related solutions contributed a double-digit share of new ASV in Q4, exceeding the total AI contribution for fiscal 2025; data ASV continued to grow at double digits.
• More than 95% ASV retention and Q4 contract renewals weighted toward enterprise agreements or terms of at least three years supported a roughly 30% increase in average contract length, while broadly preserving pricing.
• Fiscal 2026 included net head-count reduction, with most freed-up capacity redeployed to product and growth opportunities and a portion returned to the bottom line.