Abstract
FactSet Research will report fiscal first-quarter 2026 results on December 18, 2025 Pre-Market. The preview consolidates market estimates for revenue, margins, and EPS and contrasts them with the company’s prior quarter performance to frame expectations into the print.
Market Forecast
Consensus points to FactSet Research’s current quarter revenue at USD 599.80 million, adjusted EBIT at USD 209.88 million, and adjusted EPS at USD 4.36, with year-over-year forecast growth rates of 6.14%, 1.02%, and 2.12%, respectively; company-level margin guidance is not disclosed, while the forecast implies continued efficiency gains. Main business momentum is expected to be driven by subscription-based analytics and workflow solutions serving buy-side and sell-side clients, with steady retention and pricing actions supporting top-line stability. The segment with the largest near-term potential is data and analytics platforms, underpinned by cross-sell into large enterprise accounts and increased adoption of AI-enhanced research workflows; management and street previews focus on incremental revenue capture within this umbrella, though specific revenue and YoY data are not formally disclosed this quarter.
Last Quarter Review
FactSet Research reported revenue of USD 596.90 million, a gross profit margin of 51.64%, GAAP net profit attributable to the parent company of USD 154.00 million, a net profit margin of 25.74%, and adjusted EPS of USD 4.05, with revenue up 6.18% year over year and adjusted EPS up 8.29% year over year. A key highlight was resilient margin performance, with gross margin at 51.64% and net margin at 25.74%, helped by disciplined cost controls and mix improvements. The company’s main business was subscription-driven analytics and financial data solutions; while the detailed revenue breakdown by segment was not disclosed in the last quarter dataset, commentary emphasized steady expansion within core analytics suites and workflow integration.
Current Quarter Outlook
Main Business: Subscription Analytics and Workflow Solutions
The core subscription analytics and workflow solutions franchise remains central to FactSet Research’s performance in the current quarter. With estimated revenue at USD 599.80 million and forecast year-over-year growth of 6.14%, demand is anticipated to be supported by high client retention and measured price increases across multi-year contracts. The company’s leverage in enterprise deployments, particularly for asset managers and investment banks, should help cushion variability in discretionary spend. Margin durability will likely depend on mix shifts toward higher-value analytics packages and ongoing investments in product enhancements that elevate user engagement without materially raising servicing costs.
Most Promising Segment: Data and Analytics Platforms
Data and analytics platforms represent the clearest growth lever this quarter on the back of cross-sell and expanded use cases. Clients continue to integrate datasets into front-to-back workflows, enhancing research throughput and compliance coverage. The street expects incremental revenue contribution from AI-enabled discovery and automation features embedded in platforms, which can raise attach rates and seat penetration within existing accounts. While precise segment revenue and YoY growth were not disclosed in the latest dataset, the opportunity set spans enterprise-wide deployments and higher adoption among mid-market clients, supporting the estimated 6.14% revenue growth profile.
Stock Price Drivers This Quarter
Stock performance this quarter is likely to pivot on the interplay of top-line growth relative to the 6.14% estimate, adjusted EPS execution around USD 4.36, and any commentary on margin trajectory versus last quarter’s 51.64% gross margin and 25.74% net margin. Upside may come from stronger-than-expected expansion in enterprise subscriptions, improved renewal pricing, and demonstration of scalability in AI-enabled analytics. Conversely, any signs of decelerating client seat growth, unexpected investment spend that dilutes near-term margins, or cautious macro commentary affecting buy-side and sell-side demand could weigh on sentiment. The qualitative tone on pipeline conversion and cross-sell success will be closely watched as a proxy for durability into the remainder of fiscal 2026.
Analyst Opinions
Recent institutional commentary trends lean cautiously positive, with a majority of previews highlighting durable subscription economics and manageable investment spending into AI and data expansion. Analysts point to a balanced setup: revenue growth near 6.14% and modest EPS expansion to USD 4.36, with risk skew tied to margin investments and macro sensitivity among financial services clients. Well-followed sell-side teams emphasize that upside depends on better renewal pricing and robust enterprise seat adoption, which could sustain mid-single-digit revenue growth and protect operating efficiency. The prevailing view anticipates a stable quarter with a bias toward slight outperformance if retention metrics remain firm and AI-led product enhancements translate into higher attach rates.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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