FinDog Earnings CheckupEarnings release 07-01 · 10-Q 07-01 · Earnings release 09-30Data from SEC filings

FactSet Q3 FY2026: revenue up 6.4%, GAAP EPS down 9.6%

FactSet's quarter was a split screen: subscription growth held up, GAAP profit did not. Revenue rose 6.4% to $622.9 million and organic ASV grew 7.1%, yet net income fell 14.7% and GAAP diluted EPS dropped 9.6% on a much thinner gross margin. Buybacks did the heavy lifting on adjusted EPS. That mix keeps the read Neutral rather than Bearish.

1 · Expected vs. Actual

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EPS (non-GAAP)

$4.53

No consensus · YoY —

GAAP diluted EPS fell 9.6% to $3.50 from $3.87, while adjusted diluted EPS rose 6.1% to $4.53. The $1.03 per share gap is made of items FactSet excludes: restructuring and severance, CEO make-whole awards, intangible amortization and an equity investment impairment. Net income fell 14.7% to $126.7 million, and a 6% lower share count cushioned the per-share result.

Revenue

$0.62B

No consensus · YoY +6.4%

Revenue of $622.9 million rose 6.4% from $585.5 million a year ago, and organic revenue grew 7.0%. Organic ASV reached $2.49 billion, up 7.1% year over year, which is the cleaner read on the subscription book. But gross margin slipped to 49.9% from 52.1%, so each new dollar of revenue is arriving at a worse cost.

Next-quarter revenue guidance

$2.46B

No consensus · YoY +294.9%

FactSet reaffirmed full-year fiscal 2026 revenue of $2.45 billion to $2.47 billion, adjusted operating margin of 34.0% to 35.5% and adjusted diluted EPS of $17.25 to $17.75. GAAP operating margin was also left at 29.5% to 31.0%, with GAAP diluted EPS at $14.85 to $15.35. Nothing was raised, which matters after a quarter of GAAP margin decline.

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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17

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