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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Shlomo Rosenbaum | Stifel | 10 questions · 10% challenging |
| George Tong | Goldman Sachs | 8 questions · 13% challenging |
| Ashish Sabadra | RBC Capital Markets | 8 questions · 0% challenging |
| Kelsey Zhu | Autonomous Research | 7 questions · 14% challenging |
| Alex Kramm | UBS | 7 questions · 14% challenging |
| Faiza Alwy | Deutsche Bank | 7 questions · 14% challenging |
| Andrew Nicholas | William Blair | 7 questions · 0% challenging |
| Jason Haas | Wells Fargo | 7 questions · 29% challenging |
| Surinder Thind | Jefferies | 7 questions · 0% challenging |
| Scott Wurtzel | Wolfe Research | 6 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Stifel | 1 analyst | 10 questions · 10% challenging |
| RBC Capital Markets | 1 analyst | 8 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 8 questions · 13% challenging |
| William Blair | 2 analysts | 8 questions · 0% challenging |
| Barclays | 2 analysts | 8 questions · 0% challenging |
| Deutsche Bank | 1 analyst | 7 questions · 14% challenging |
| Jefferies | 1 analyst | 7 questions · 0% challenging |
| Autonomous Research | 1 analyst | 7 questions · 14% challenging |
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FactSet delivered accelerating top-line momentum in fiscal Q3 2026, with revenue up 6.4% to $622.9 million and organic ASV growth accelerating to 7.1% (to $2.48 billion), its fastest pace since Q1 24, led by wealth and Asia Pacific at 10% each. Profitability compressed, however: adjusted operating margin fell approximately 300 basis points to 34% on deliberate investments in marketing, performance compensation tied to ASV bookings, and technology and token costs, and GAAP EPS declined to $3.51 (down 9.5%) even as adjusted EPS rose 6.1% to $4.53 on the strength of share buybacks. AI monetization emerged as a concrete driver, with over 10% of ASV growth coming directly from AI SKUS and MCP API call volume at 13x the prior quarter. Management reaffirmed full-year guidance for ASV, revenue, margin and EPS, noting it is tracking toward the high end of the revenue and EPS ranges. The quarter's story is strong demand and bookings acceleration set against near-term margin pressure from front-loaded growth investment.
Demand | Revenue Growth | Competitive Dynamics | Cloud & AI | Pricing | Margin | Capex Investment | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 9 | 6 | 4 | 3 | 3 | 1 | 1 | 3 |
| 2025Q2 | 9 | 5 | 4 | 1 | 3 | 1 | 2 | 2 |
| 2025Q3 | 4 | 5 | 3 | 3 | 1 | 4 | 3 | 1 |
| 2025Q4 | 2 | 5 | 4 | 5 | 1 | 3 | 3 | 2 |
| 2026Q1 | 5 | 3 | 5 | 3 | 2 | 2 | 2 | 1 |
| 2026Q2 | 4 | 2 | 3 | 4 | 3 | 2 | 1 | 1 |
| 2026Q3 | 1 | 5 | 1 | 5 | 3 | 3 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 9 | 9 | 4 | 2 | 5 | 4 | 1 |
| Revenue Growth | 6 | 5 | 5 | 5 | 3 | 2 | 5 |
| Competitive Dynamics | 4 | 4 | 3 | 4 | 5 | 3 | 1 |
| Cloud & AI | 3 | 1 | 3 | 5 | 3 | 4 | 5 |
| Pricing | 3 | 3 | 1 | 1 | 2 | 3 | 3 |
| Margin | 1 | 1 | 4 | 3 | 2 | 2 | 3 |
| Capex Investment | 1 | 2 | 3 | 3 | 2 | 1 | 1 |
| Macroeconomic | 3 | 2 | 1 | 2 | 1 | 1 |
Calendar quarter Q2 2026Earnings call Jul 1, 2026
FY2026 Q3 in brief
FactSet delivered accelerating top-line momentum in fiscal Q3 2026, with revenue up 6.4% to $622.9 million and organic ASV growth accelerating to 7.1% (to $2.48 billion), its fastest pace since Q1 24, led by wealth and Asia Pacific at 10% each.
Newest quarter FY2026 Q4 is part of Pro · see what Pro adds →
GAAP revenue YoY +6.39% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for FactSet (FDS), FY2026 Q3: 5/10. Scores: FactSet’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: FDS daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2025 Q1 | $569M | +4.9% | $3.89 | +1.3% | 33.6% | 26.4% |
| FY2025 Q2 | $571M | +4.5% | $3.76 | +3.0% | 32.5% | 25.4% |
| FY2025 Q3 | $586M | +5.9% | $3.88 | -5.1% | 33.2% | 25.4% |
| FY2025 Q4 | $597M | +6.2% | $4.03 | +73.7% | 29.7% | 25.7% |
| FY2026 Q1 | $608M | +6.9% | $4.06 | +4.4% | 31.6% | 25.1% |
| FY2026 Q2 | $611M | +7.1% | $3.59 | -4.5% | 30.3% | 21.8% |
| FY2026 Q3Selected | $623M | +6.4% | $3.51 | -9.5% | 26.7% | 20.3% |
| FY2026 Q4 | $635M | +6.3% | $3.41 | -15.4% | 24.7% | 19.1% |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What FDS and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we are committed to maintaining our investment grade rating, which Fitch reaffirmed with a stable outlook this quarter”
Fitch reaffirmed FactSet's investment-grade rating with a stable outlook this quarter, a routine rating-agency action.
“announced a strategic partnership with Google Cloud this week. Expanding our distribution through Google Cloud's enterprise channels and unlocking new revenue opportunities.”
FactSet announced a strategic partnership with Google Cloud to distribute FactSet content through Google's enterprise channels and integrate Gemini, a signal for Google Cloud winning a financial-data ISV partner.
“LPL Financial largest independent broker dealer in The US, that supports over 32 thousand financial advisers, selected our real time data platform to support their cloud native trading application”
LPL Financial selected FactSet's real-time data platform for its cloud-native trading application, a named client win that reflects LPL's technology investment in its advisor trading infrastructure.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FDS FactSet | 5 | +6.4% | |
| CBOE Cboe Global Markets | 10 | +22.9% | |
| CME CME Group | 5 | +0.8% | |
| COIN Coinbase Global | 2 | -18.5% | |
| ICE Intercontinental Exchange | 7 | +10.7% | |
| MCO Moody's Corporation | 10 | +15.1% | |
| MSCI MSCI | 7 | +12.2% | |
| NDAQ Nasdaq, Inc. | 9 | +21.1% | |
| SPGI S&P Global | 9 | +10.4% |