Earnings Call
Sep 30, 2026
Q3 FY2026
EPS Estimate
4.35
EPS Actual
4.53
Post-Earnings Close
$269.95
Earnings Reaction
+3.8%
FactSet delivered a strong third quarter with accelerating organic ASV growth of 7.1% to $2.48 billion, marking the fifth consecutive quarter of acceleration and the highest growth rate since Q1 2024. Adjusted operating margin came in at 34%, down 300 basis points year-over-year due to deliberate investments in growth initiatives, performance-based compensation tied to ASV outperformance, and technology spending including infrastructure and token costs. Adjusted diluted EPS grew 6.1% to $4.53, beating the consensus estimate of $4.35, while revenue of $622.9 million grew 6.4% year-over-year, slightly below the $629.8 million estimate. The company reaffirmed full-year guidance and indicated it is tracking toward the high end of revenue and EPS ranges.
Report generated on Sep 29, 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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