# Factset Research Systems Inc: overview

FDS · NYSE · CIK 1013237 · [Technology](/sectors/technology.md) · fiscal year ends Aug 31

Pages: [Overview](/companies/fds.md) · [Financials](/companies/fds/financials.md) · [Filings](/companies/fds/filings.md) · [Insiders](/companies/fds/insiders.md)

Latest reported revenue: [$634.7m](/filings/0001628280-26-066391.md) for Q4 FY2026, three months to 2026-08-31, from the 10-K filed Oct 20, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-066391).

## Last eight quarters

| Line item | Unit | Q1 FY2025 (2024-11-30) | Q2 FY2025 (2025-02-28) | Q3 FY2025 (2025-05-31) | Q4 FY2025 (2025-08-31) | Q1 FY2026 (2025-11-30) | Q2 FY2026 (2026-02-28) | Q3 FY2026 (2026-05-31) | Q4 FY2026 (2026-08-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [569](/filings/0001628280-26-000223.md) | [571](/filings/0001628280-26-022873.md) | [586](/filings/0001628280-26-046549.md) | [597 d](/filings/0001628280-26-066391.md) | [608](/filings/0001628280-26-000223.md) | [611](/filings/0001628280-26-022873.md) | [623](/filings/0001628280-26-046549.md) | [635 d](/filings/0001628280-26-066391.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [33.6%](/filings/0001628280-26-000223.md) | [32.5%](/filings/0001628280-26-022873.md) | [33.2%](/filings/0001628280-26-046549.md) | [29.7% d](/filings/0001628280-26-066391.md) | [31.6%](/filings/0001628280-26-000223.md) | [30.3%](/filings/0001628280-26-022873.md) | [26.7%](/filings/0001628280-26-046549.md) | [24.7% d](/filings/0001628280-26-066391.md) |
| Net margin | % | [26.4%](/filings/0001628280-26-000223.md) | [25.4%](/filings/0001628280-26-022873.md) | [25.4%](/filings/0001628280-26-046549.md) | [25.7% d](/filings/0001628280-26-066391.md) | [25.1%](/filings/0001628280-26-000223.md) | [21.8%](/filings/0001628280-26-022873.md) | [20.3%](/filings/0001628280-26-046549.md) | [19.1% d](/filings/0001628280-26-066391.md) |
| Diluted EPS | $ per share | [3.89](/filings/0001628280-26-000223.md) | [3.76](/filings/0001628280-26-022873.md) | [3.87](/filings/0001628280-26-046549.md) | not reported | [4.06](/filings/0001628280-26-000223.md) | [3.59](/filings/0001628280-26-022873.md) | [3.50](/filings/0001628280-26-046549.md) | not reported |
| Free cash flow | $m | [60.5](/filings/0001628280-26-000223.md) | [150 d](/filings/0001628280-26-022873.md) | [229 d](/filings/0001628280-26-046549.md) | [178 d](/filings/0001628280-26-066391.md) | [90.4](/filings/0001628280-26-000223.md) | [186 d](/filings/0001628280-26-022873.md) | [254 d](/filings/0001628280-26-046549.md) | [177 d](/filings/0001628280-26-066391.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquireProductiveAssets. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2022 (2022-08-31) | FY2023 (2023-08-31) | FY2024 (2024-08-31) | FY2025 (2025-08-31) | FY2026 (2026-08-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,844](/filings/0001013237-24-000141.md) | [2,086](/filings/0001628280-25-045769.md) | [2,203](/filings/0001628280-26-066391.md) | [2,322](/filings/0001628280-26-066391.md) | [2,476](/filings/0001628280-26-066391.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [25.8%](/filings/0001013237-24-000141.md) | [30.2%](/filings/0001628280-25-045769.md) | [31.8%](/filings/0001628280-26-066391.md) | [32.2%](/filings/0001628280-26-066391.md) | [28.3%](/filings/0001628280-26-066391.md) |
| Net margin | % | [21.5%](/filings/0001013237-24-000141.md) | [22.4%](/filings/0001628280-25-045769.md) | [24.4%](/filings/0001628280-26-066391.md) | [25.7%](/filings/0001628280-26-066391.md) | [21.5%](/filings/0001628280-26-066391.md) |
| Diluted EPS | $ per share | [10.25](/filings/0001013237-24-000141.md) | [12.04](/filings/0001628280-25-045769.md) | [13.91](/filings/0001628280-26-066391.md) | [15.55](/filings/0001628280-26-066391.md) | [14.57](/filings/0001628280-26-066391.md) |
| Free cash flow | $m | [487](/filings/0001013237-24-000141.md) | [585](/filings/0001628280-25-045769.md) | [615](/filings/0001628280-26-066391.md) | [617](/filings/0001628280-26-066391.md) | [707](/filings/0001628280-26-066391.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; Capital expenditure: us-gaap:PaymentsToAcquireProductiveAssets.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/fds/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BAMCO INC /NY/](/funds/1017918.md) | 2026-06-30 | $966.5m | 4,200,856 |  | Added +444,269 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $657.7m | 2,858,389 |  | Added +32,566 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $547.5m | 2,379,691 |  | Reduced −28,945 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $431.1m | 1,873,867 |  | Reduced −24,534 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $409.8m | 1,781,324 |  | Reduced −25,368 |
| [AQR CAPITAL MANAGEMENT LLC](/funds/1167557.md) | 2026-06-30 | $385.5m | 1,675,700 |  | Added +1,368,158 |
| [LOOMIS SAYLES & CO L P](/funds/312348.md) | 2026-06-30 | $331.1m | 1,439,274 |  | Reduced −38,754 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $317.3m | 1,380,700 |  | Added +238,365 |
| [Ninety One UK Ltd](/funds/1418329.md) | 2026-06-30 | $273.6m | 1,189,240 |  | Reduced −5,756 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $253.3m | 1,100,714 |  | Added +50,394 |

## Recent filings

[All 1,342 filings](/companies/fds/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-26 | 08:03 ET | [DEF 14A](/filings/0001628280-26-067145.md) | Proxy statement, period 2026-12-16 | 0001628280-26-067145 |
| 2026-10-20 | 07:30 ET | [10-K](/filings/0001628280-26-066391.md) | Annual report, period 2026-08-31 | 0001628280-26-066391 |
| 2026-09-30 | 07:01 ET | [8-K](/filings/0001628280-26-063888.md) | 2.02 Results of operations; 5.03 Amendment to articles or bylaws; 9.01 Financial statements and exhibits | 0001628280-26-063888 |
| 2026-09-25 | 07:01 ET | [8-K](/filings/0001628280-26-063495.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001628280-26-063495 |
| 2026-08-31 | 16:30 ET | [8-K](/filings/0000950157-26-000966.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0000950157-26-000966 |
| 2026-07-01 | 16:19 ET | [10-Q](/filings/0001628280-26-046549.md) | Quarterly report, period 2026-05-31 | 0001628280-26-046549 |
| 2026-07-01 | 07:02 ET | [8-K](/filings/0001628280-26-046338.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-046338 |
| 2026-04-08 | 07:06 ET | [8-K](/filings/0000950103-26-005447.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0000950103-26-005447 |
| 2026-04-02 | 17:45 ET | [10-Q](/filings/0001628280-26-022873.md) | Quarterly report, period 2026-02-28 | 0001628280-26-022873 |
| 2026-03-31 | 06:54 ET | [8-K](/filings/0001628280-26-022203.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-022203 |

## Latest annual report

[Form 10-K for the fiscal year ended Aug 31, 2026](/filings/0001628280-26-066391.md), filed Oct 20, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1013237
- Tickers: FDS
- Exchange: NYSE
- SIC code: 7370 Services-Computer Programming, Data Processing, Etc.
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 26, 2026, 08:25 ET. No prices; not investment advice.