FDS (FactSet Research Systems) Pre-Tax Income: $694 Mil (TTM As of May. 2026)

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FDS FactSet Research Systems Inc FDS
91 GF Score
Price $295.60
GF Value $521.02
Valuation Significantly Undervalued
! 1 Warning Sign
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What is FactSet Research Systems Pre-Tax Income?

FactSet Research Systems FDS -2.11% 91 Pre-Tax Income is $694 Mil as of May. 2026. GuruFocus rates FDS with a GF Score™ of 91/100 and a GF Value™ of $521.02 (Significantly Undervalued). The stock has 1 warning sign investors should review.

Pretax income is the income that a company earns before paying income taxes. FactSet Research Systems's pretax income for the three months ended in May. 2026 was $154 Mil. Its pretax income for the trailing twelve months (TTM) ended in May. 2026 was $694 Mil. FactSet Research Systems's pretax margin was 24.74%.

During the past 13 years, FactSet Research Systems's highest Pretax Margin was 40.90%. The lowest was 24.06%. And the median was 28.99%.


FactSet Research Systems  (NYSE:FDS) Pre-Tax Income Explanation

FactSet Research Systems's Pretax Margin for the quarter that ended in May. 2026 is calculated as

Pretax Margin=Pretax Income/Revenue
=154.121/622.918
=24.74%

During the past 13 years, FactSet Research Systems's highest Pretax Margin was 40.90%. The lowest was 24.06%. And the median was 28.99%.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


FactSet Research Systems Pre-Tax Income Related Terms


FactSet Research Systems Pre-Tax Income Historical Data

* Premium members only.

The historical data trend for FactSet Research Systems's Pre-Tax Income can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

FactSet Research Systems Pre-Tax Income Chart

FactSet Research Systems Annual Data
Trend Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24 Aug25
Pre-Tax Income
Get a 7-Day Free Trial Premium Member Only Premium Member Only 467.62 443.59 583.95 651.50 720.96

FactSet Research Systems Quarterly Data
Aug21 Nov21 Feb22 May22 Aug22 Nov22 Feb23 May23 Aug23 Nov23 Feb24 May24 Aug24 Nov24 Feb25 May25 Aug25 Nov25 Feb26 May26
Pre-Tax Income Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 179.95 188.95 190.11 161.11 154.12

FDS vs MORN, TRU, OTCM: Pre-Tax Income Comparison

For the Financial Data & Stock Exchanges subindustry, FactSet Research Systems's Pre-Tax Income, along with its competitors' market caps and Pre-Tax Income data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


FactSet Research Systems Pre-Tax Income vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, FactSet Research Systems's Pre-Tax Income distribution charts can be found below:

* The bar in red indicates where FactSet Research Systems's Pre-Tax Income falls into.


FDS
91GF Score
FactSet Research Systems Inc FDS
Pre-Tax Income is just one metric. See GF Score™, valuation, warning signs, and more.
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FactSet Research Systems Pre-Tax Income Calculation

This is the income that a company earns before paying income taxes.

FactSet Research Systems's Pretax Income for the fiscal year that ended in Aug. 2025 is calculated as

Pretax Income=Operating Income+Non Operating Income+Interest Expense+Interest Income+Other
=748.303+22.446+-56.324+6.533+-1.1368683772162E-13
=721

FactSet Research Systems's Pretax Income for the quarter that ended in May. 2026 is calculated as

Pretax Income=Operating Income+Non Operating Income+Interest Expense+Interest Income+Other
=166.301+1.017+-13.839+0.642+2.8421709430404E-14
=154

Pre-Tax Income for the trailing twelve months (TTM) ended in May. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $694 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Pre-Tax Income →
What does a Pre-Tax Income of $694 Mil mean?
FactSet Research Systems (FDS) has a Pre-Tax Income of $694 Mil as of May. 2026. Pre-Tax Income is the total earnings before taxes but after all operating and interest expenses. View historical data on FactSet Research Systems and its competitors.
Is FactSet Research Systems' Pre-Tax Income too high?
FactSet Research Systems' current Pre-Tax Income is $694 Mil. Overall, FactSet Research Systems has a GF Score™ of 91/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does FactSet Research Systems' Pre-Tax Income compare to MORN and TRU?
FactSet Research Systems' Pre-Tax Income of $694 Mil can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pre-Tax Income for a Capital Markets company?
A good Pre-Tax Income depends on the Capital Markets industry context. However, Pre-Tax Income should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Pre-Tax Income mean?
A high Pre-Tax Income can signal that a stock is expensive relative to its fundamentals. Pre-Tax Income is the total earnings before taxes but after all operating and interest expenses. View historical data on FactSet Research Systems and its competitors. FactSet Research Systems's current Pre-Tax Income is $694 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is FactSet Research Systems stock overvalued right now?
Based on GuruFocus' analysis, FactSet Research Systems (FDS) is currently considered Significantly Undervalued. The stock's GF Value™ is $521.02, compared to a current price of $295.60 — trading 43.3% below its estimated fair value. The current Pre-Tax Income is $694 Mil. FactSet Research Systems' overall GF Score™ is 91/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pre-Tax Income calculated?
Pre-Tax Income is calculated from a company's financial statements. For FactSet Research Systems (FDS), the current Pre-Tax Income is $694 Mil as of May. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is FactSet Research Systems (FDS) Overvalued in 2026?

Based on GuruFocus' analysis, FactSet Research Systems stock appears to be undervalued. The current stock price of $295.60 is trading 43.3% below its estimated GF Value™ of $521.02. GuruFocus considers FactSet Research Systems to be Significantly Undervalued.

Key valuation signals for FDS:

  • Pre-Tax Income: $694 Mil
  • GF Value™: $521.02 vs. price of $295.60 (43.3% below fair value)
  • GF Score™: 91/100 with 1 warning sign

No single metric tells the full story. See the FDS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


FactSet Research Systems Business Description

Address 45 Glover Avenue, 7th Floor, Norwalk, CT, USA, 06850
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for over 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
91GF Score

Get the complete analysis for FDS

Pre-Tax Income is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$295.60
Price
$521.02
GF Value