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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for FactSet (FDS) is 6/10.
FactSet delivered its fourth consecutive quarter of ASV growth acceleration at 6.7%, powered by double-digit Data Solutions growth across all firm types and rapid adoption of AI capabilities including the MCP Server with 120+ clients since December launch. Enterprise agreement restructuring reduced direct seat exposure below 20% of revenue while extending average contract lengths 30%+. Adjusted operating margin compressed to 35% as planned investments in technology, AI, and commercial excellence ramped, though over half of targeted 100 bps productivity savings were already captured. Management raised full-year ASV, revenue, and EPS guidance, reflecting sustained momentum and improved visibility across all client types and geographies.
Scored from FactSet’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $562M | +4.9% | $2.32 | +38.1% | 22.7% | 15.9% |
| 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 Q3 | $623M | +6.4% | $3.51 | -9.5% | 26.7% | 20.3% |