Q2 2026 Factset Research Systems Inc Earnings Call Transcript

Mar 31, 2026 / 01:00 PM GMT

Release Date Price: MXN3890 (+4.85%)

Transcript 10-Q8-K

Key Points

Positve

FactSet Research Systems Inc (FDS) reported a 6.7% increase in organic ASV, reaching $2.45 billion, marking the fourth consecutive quarter of growth.
The company achieved an adjusted operating margin of 35%, reflecting strategic investments and productivity improvements.
FactSet Research Systems Inc (FDS) raised its revenue and EPS outlook for fiscal 2026, indicating strong performance and confidence in future growth.
The company has successfully expanded its client base, adding 98 net new clients in Q2, with significant growth in wealth management and corporate sectors.
FactSet Research Systems Inc (FDS) has made substantial progress in AI integration, with 48 of its top 50 clients using at least three AI solutions, showcasing its leadership in AI-driven financial services.

Negative

Despite growth, the adjusted operating margin decreased from 37.3% a year ago to 35%, indicating increased expenses related to strategic investments.
The company faces challenges in maintaining high retention rates, with client retention at 91%, which could impact future growth if not improved.
FactSet Research Systems Inc (FDS) is experiencing increased costs due to higher compensation expenses and accelerated technology spending.
The company is exposed to geopolitical risks that could potentially impact its sales pipeline and demand environment.
FactSet Research Systems Inc (FDS) must navigate the evolving landscape of AI and data consumption, which could disrupt traditional business models and require significant adaptation.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

FDS.N - Factset Research Systems Inc
Q2 2026 Factset Research Systems Inc Earnings Call
Mar 31, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day.

And thank you for standing by.

Welcome to the fact that second quarter earnings call.

At this time, all participants on the listen-only mode.

After the speaker's presentation, there will be a questioning answer session.

To ask a question during the session, you will need to press start on one of your telephone.

You will then hear an automated message advising your hand is raised.

To withdraw your question, please press 11 again.

Please be advised that today's conference is being recorded.

I'd now like to hand the conference over to your speaker today, Kevin Toomey, head of investor relations.

Please go ahead.

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