Stock research

FactSet Research Systems Inc. (FDS) Stock Research

FactSet provides financial data, analytics, and software to investment professionals.

For the fiscal year ended August 31, 2025, FactSet Research Systems Inc. reported revenue of $2.3B and net income of $597M, with operating cash flow of $726M. Source: Form 10-K filed October 22, 2025

SEC data as of

Revenue
$2.3B
FY ending 2025-08-31
Net income
$597M
FY ending 2025-08-31
Diluted EPS
$15.55
Net margin
25.7%

Reported SEC XBRL figures. Each metric’s period and original filing are listed below.

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About FactSet Research Systems

Exchange
NYSE: FDS
Sector
Financials
SEC industry
Services-Computer Programming, Data Processing, Etc. (SIC 7370)
Fiscal year end
August 31

FDS key financials

Reported figures from FactSet Research Systems Inc.'s filings, pulled directly from SEC XBRL data rather than a third-party terminal. Each row links to the filing it came from.

MetricValuePeriodSource
Revenue$2.3B2024-09-01 – 2025-08-31SEC filing
Net income$597M2024-09-01 – 2025-08-31SEC filing
Operating cash flow$726M2024-09-01 – 2025-08-31SEC filing
Diluted EPS$15.552024-09-01 – 2025-08-31SEC filing
Net margin25.7%2024-09-01 – 2025-08-31SEC filing
Shares outstanding37MAs of 2025-12-29SEC filing

Values are as tagged by the issuer in XBRL. Revenue for banks and insurers is net of interest expense where that is the reported line. Fiscal years that do not follow the calendar are shown by their period-end date. No price, market cap, or valuation multiple is shown because Yield Theory does not republish unlicensed market data.

Diluted EPS is the earnings figure behind the price-to-earnings ratio; the P/E multiple compression calculator shows how a change in that multiple moves a share price. Shares outstanding multiplied by the share price gives market capitalization.

What investors should watch in FDS

FactSet Research Systems Inc. sits in Financials. Banks, insurers, asset managers, and exchanges — the plumbing of capital markets, geared directly to interest rates and credit. We have not yet written company-specific drivers for FDS; the forces that matter most for the sector are:

  • ◆The shape of the yield curve and net interest margins
  • ◆Credit quality and loan-loss provisions
  • ◆Regulation and capital requirements
  • ◆Deal activity and market volatility

Key questions for the FDS thesis

Each question starts with what the filings show, then why it matters. None of these is a rating or a forecast.

Does FDS's reported profit turn into cash?

Operating cash flow was $726M, 1.22 times net income of $597M, for the fiscal year ended August 31, 2025.

Cash from operations exceeded reported earnings. Non-cash charges such as depreciation, amortization and stock-based compensation usually explain the gap; the cash-flow statement shows which.

Form 10-K filed October 22, 2025

How much of FDS's revenue is left as profit?

Net income was 25.7% of revenue for the fiscal year ended August 31, 2025, based on revenue and net income reported for the same period.

Net margin reflects the business model as much as execution, so compare it with companies in the same SEC industry and read the income statement for one-time items before treating it as a run rate.

Form 10-K filed October 22, 2025

When does FactSet Research Systems Inc.'s fiscal year end?

The SEC lists FactSet Research Systems Inc.'s fiscal year end as August 31, not December 31. The latest annual figures here run from September 1, 2024 to August 31, 2025.

Annual results cover a different 12 months from calendar-year peers. Align periods before comparing growth or margins across companies.

Form 10-K filed October 22, 2025

Members-only research

What members are reading this month

The thesis, the numbers behind it, and what would break it. Full access is $39 a month.

Read the full research

Congressional trading in FDS

PoliticianTrade dateTypeOwnerAmountSource
Gilbert Cisneros2026-05-15SaleSelf$1,001 - $15,000Filing #20034713
Shelley Capito2026-03-31SaleSpouse$1,001 - $15,000Filing #ab712d8d-1afd-4f09-b29e-f1b65bba50b8
Shelley Capito2026-03-26SaleSpouse$1,001 - $15,000Filing #ab712d8d-1afd-4f09-b29e-f1b65bba50b8
Shelley Capito2026-03-25SaleSpouse$1,001 - $15,000Filing #ab712d8d-1afd-4f09-b29e-f1b65bba50b8
Gilbert Cisneros2026-03-13PurchaseSelf$1,001 - $15,000Filing #20034285
Gilbert Cisneros2025-11-18PurchaseSelf$1,001 - $15,000Filing #20033619
Julie Johnson2025-04-01SaleJoint$1,001 - $15,000Filing #20030296
Byron Donalds2025-02-13SaleSelf$1,001 - $15,000Filing #20027903
Byron Donalds2025-02-13SaleSpouse$1,001 - $15,000Filing #20027903
Tommy Tuberville2024-05-03SaleJoint$1,001 - $15,000Filing #0a25588d-a3f8-4ed6-971a-706097f78e3a

All verified FDS congressional disclosures

Congressional disclosures are delayed, range-based records—not real-time signals or proof of motive. See the source-linked tracker for scope and limitations.

FDS — frequently asked questions

What does FactSet Research Systems Inc. do?

FactSet provides financial data, analytics, and software to investment professionals.

What were FDS's latest reported annual revenue and net income?

For the fiscal year ended August 31, 2025, FactSet Research Systems Inc. reported revenue of $2.3B and net income of $597M, with operating cash flow of $726M. The figures come from FactSet Research Systems Inc.'s SEC XBRL filings.

When does FactSet Research Systems Inc.'s fiscal year end?

The SEC lists FactSet Research Systems Inc.'s fiscal year end as August 31.

Do members of Congress trade FDS?

The current verified House and Senate snapshot contains 10 transaction rows for FDS, each linked to the original filing.

Is FDS a good investment?

This page does not rate FDS as a buy or sell. It sets out what FactSet Research Systems Inc. reports, what investors should watch and the questions a thesis has to answer, with links to the SEC filings. It is research, not investment advice.

This page is independent research and educational information, not investment advice or a recommendation to buy or sell any security. Company facts are compiled from public sources. Do your own research.

What do the FDS numbers leave unanswered?

Financials describe the business. The next question is which assumptions an investment thesis depends on. Explore the member reports below for analysis of catalysts, risks, and what would change the view. $39/month or $249/year.

$39/mo or $249/yr · cancel future renewals anytime · sources included