The headline numbers for FactSet (FDS) give insight into how the company performed in the quarter ended May 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
FactSet Research (FDS) came out with quarterly earnings of $4.27 per share, missing the Zacks Consensus Estimate of $4.31 per share. This compares to earnings of $4.37 per share a year ago.
FDS gears up to report third-quarter fiscal 2025 earnings with revenue growth across all regions, but a slight dip in EPS is expected.
Besides Wall Street's top -and-bottom-line estimates for FactSet (FDS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended May 2025.
The FDS stock is benefiting from a growing client base, shareholder-friendly policies and a robust liquidity position.
Growth across the Americas, EMEA and the Asia Pacific drives FactSet's top line in the second quarter of fiscal 2025.
I reiterate my strong buy rating for FactSet Research Systems (FDS) due to strong EPS growth, pipeline bookings, and AI-driven product traction. FDS reported 2Q25 revenue of $570.7 million, with a healthy EBIT margin of 37.3%, and increased FY25 revenue guidance to $2.305-$2.325 billion. FDS's AI strategy, particularly Pitch Creator, shows promising adoption, with >2,000 active trials and >50 pipeline opportunities, enhancing productivity for investment bankers.
FactSet's business model is robust, driven by recurring revenues and high client retention, making it a reliable investment even during market turmoil. Q2 FY2025 results showed modest growth in subscriptions, revenues, and EPS, but market reaction was negative, causing a 2% drop in stock price. FactSet's dividend is sustainable and growing, but its current yield is low, making it less attractive for dividend-focused investors.
FactSet Research Systems Inc. (NYSE:FDS ) Q2 2025 Earnings Conference Call March 20, 2025 9:00 AM ET Company Participants Yet He - Interim Head of IR Philip Snow - Chief Executive Officer Helen Shan - Chief Financial Officer Goran Skoko - Chief Revenue Officer Conference Call Participants Kelsey Zhu - Autonomous Shlomo Rosenbaum - Stifel Alex Kramm - UBS Faiza Alwy - Deutsche Bank Ashish Sabadra - RBC Brendan Popson - Barclays Owen Lau - Oppenheimer Andrew Nicholas - William Blair Craig Huber - Huber Research Partners George Tong - Goldman Sachs Toni Kaplan - Morgan Stanley Ryan Griffin - BMO Capital Markets Jason Haas - Wells Fargo Surinder Thind - Jefferies Operator Good day, and thank you for standing by. Welcome to the FactSet Second Quarter 2025 Earnings Conference Call.
While the top- and bottom-line numbers for FactSet (FDS) give a sense of how the business performed in the quarter ended February 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
FactSet Research (FDS) came out with quarterly earnings of $4.28 per share, beating the Zacks Consensus Estimate of $4.19 per share. This compares to earnings of $4.22 per share a year ago.
Beyond analysts' top -and-bottom-line estimates for FactSet (FDS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended February 2025.