Earnings Call
Mar 31, 2026
Q1 FY2026
EPS Estimate
4.37
EPS Actual
4.46
Post-Earnings Close
$216.99
Earnings Reaction
+6.1%
FactSet opened fiscal 2026 with organic ASV growth accelerating to 5.9%, the third consecutive quarter of sequential improvement, validating that the company's product investments and early commercial initiatives are gaining traction. Revenue came in at $608 million, up 6.9% year-over-year and 6% organically, beating the consensus estimate of roughly $605 million. Adjusted diluted EPS of $4.51 topped the $4.37 estimate, rising 3% year-over-year despite a higher tax rate, while adjusted operating margins expanded to 36.2%, well above the 34-35.5% range analysts had flagged as the likely range given investment headwinds. The share repurchase authorization was simultaneously expanded from $400 million to $1 billion, a signal of management's conviction in intrinsic value and balance sheet strength.
Report generated on Apr 17, 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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