Earnings Call
Jul 1, 2026
Q2 FY2026
EPS Estimate
4.44
EPS Actual
4.46
Post-Earnings Close
$245.55
Earnings Reaction
+6.7%
FactSet's Q2 FY2026 results delivered a fourth consecutive quarter of ASV growth acceleration, reaching 6.7% to $2.45 billion, a figure that cuts across all geographies and all three commercial drivers of retention, expansion, and new business. Revenue grew 7.1% year-over-year to $611 million (6.8% organically), and the company raised its full-year ASV, revenue, and EPS guidance ranges, signaling genuine commercial momentum rather than a one-quarter anomaly. Adjusted diluted EPS came in at $4.46, up 4% year-over-year, while GAAP diluted EPS of $3.59 declined 4.5% as strategic investment spending weighed on reported margins. Adjusted operating margin compressed to 35.0% from 37.3% a year ago, a deliberate trade-off management is making as it funds growth and structural efficiency initiatives simultaneously.
Report generated on Jun 30, 2026
AI-generated earnings analysis. Not investment advice.
Chief Executive Officer
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
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