业绩总结 - 第一季度有机年订阅价值（ASV）为23.90亿美元，同比增长5.9%[19] - 调整后的每股收益（EPS）为4.51美元，同比增长3.2%[26] - 调整后的营业收入为2.20亿美元，同比增长3.0%[26] - 2025年11月30日的净收入为152,580千美元，较2024年同期的150,022千美元增长1.7%[41] - 2025年11月30日的EBITDA为247,646千美元，较2024年同期的229,856千美元增长7.7%[41] - 调整后的EBITDA为248,836千美元，较2024年同期的229,856千美元增长8.3%[41] - 2025年11月30日的稀释每股收益（Diluted EPS）为4.06美元，较2024年同期的3.89美元增长4.4%[42] - 2025年11月30日的经营活动提供的净现金为121,284千美元，较2024年同期的86,372千美元增长40.4%[44] - 2025年11月30日的自由现金流为90,437千美元，较2024年同期的60,498千美元增长49.5%[44] 用户数据 - 美洲地区ASV为15.57亿美元，同比增长6%[20] - 欧洲、中东和非洲（EMEA）地区ASV为5.88亿美元，同比增长4%[20] - 亚太地区ASV为2.45亿美元，同比增长8%[20] - 客户保留率为91%，较2025年上升约30个基点[24] 未来展望 - 预计2026财年有机ASV增长在1亿到1.5亿美元之间，约为4.2%到6.2%[32] - 2026财年GAAP营业利润率预期在29.5%到31.0%之间[32] - 2026财年调整后的营业利润率预期在34.0%到35.5%之间[32] - 2026财年的收入预期范围为2,423百万至2,448百万美元[45] - 2026财年的调整后净收入预期范围为665百万至640百万美元[45] - 2026财年的调整后稀释每股收益预期范围为17.60美元至16.90美元[45]

Financial data firm FactSet posted a rise in first-quarter profit on Thursday, driven by increased demand for its financial data and analytics offerings. ...

Q1 GAAP revenues of $607.6 million, up 6.9% from Q1 2025.Organic ASV was $2,389.6 million at November 30, 2025, up 5.9% year over year.Q1 GAAP operating margin of 31.6%, down approximately 200 bps year over year.Q1 adjusted operating margin of 36.2%, down 137 bps year over year.Q1 GAAP diluted EPS of $4.06, up 4.4% from the prior year, and Q1 adjusted diluted EPS of $4.51, up 3.2% year over year.FactSet's Board of Directors approved an increase to the existing share repurchase authorization from $400 millio ...

收入和利润（同比） - 第一季度GAAP收入为6.076亿美元，同比增长6.9%[4] - 公司2025财年第一季度营收为6.076亿美元，同比增长6.9%[26][30] - 第一季度有机收入为6.000亿美元，同比增长6.0%[4][5] - 有机营收为6.000亿美元，同比增长6.0%[30] - 营业利润为1.921亿美元，同比微增0.4%；调整后营业利润为2.201亿美元，同比增长3.0%[33] - 净利润为1.526亿美元，同比增长1.7%；调整后净利润为1.696亿美元，同比增长0.9%[33] - 第一季度GAAP摊薄后每股收益为4.06美元，同比增长4.4%；调整后摊薄后每股收益为4.51美元，同比增长3.2%[4][5] - 稀释后每股收益为4.06美元，同比增长4.4%；调整后稀释后每股收益为4.51美元，同比增长3.2%[33] - EBITDA为2.476亿美元，同比增长7.7%；调整后EBITDA为2.488亿美元，同比增长8.3%[33] 营业利润率（同比） - 第一季度GAAP营业利润率为31.6%，同比下降约200个基点[4][5] - 第一季度调整后营业利润率为36.2%，同比下降137个基点[4][5] - 营业利润率为31.6%，同比下降200个基点；调整后营业利润率为36.2%，同比下降140个基点[33] 现金流（同比） - 第一季度经营活动产生的净现金流为1.213亿美元，同比增长40.4%；自由现金流为9040万美元，同比增长49.5%[4] - 经营活动产生的现金流为1.213亿美元，同比增长40.4%[29] - 截至2025年11月30日的季度，公司经营活动净现金流为1.21284亿美元，同比增长40.4%[36] - 截至2025年11月30日的季度，公司自由现金流为9043.7万美元，同比增长49.5%[36] 年度订阅/合同价值（同比） - 截至2025年11月30日，有机年度订阅价值为23.896亿美元，同比增长5.9%[4][7] - 截至2025年11月30日，公司报告年度合同价值为24.111亿美元[39] - 截至2025年11月30日，公司有机年度合同价值为23.896亿美元[39] - 公司有机年度合同价值年增长率为5.9%[39] 各地区业务表现 - 美洲地区有机ASV增长6.4%至15.565亿美元，有机收入增长6.5%[8] - 亚太地区有机ASV增长8.4%至2.446亿美元，有机收入增长8.3%[10] 管理层讨论和指引 - 2026财年全年展望：GAAP收入预计在24.23亿至24.48亿美元之间，调整后摊薄每股收益预计在16.90至17.60美元之间[17] - 公司2026财年年度收入指引范围在24.23亿美元至24.48亿美元之间[34] - 公司2026财年年度运营利润率指引范围在29.5%至31.0%之间[34] - 公司2026财年年度调整后运营利润率指引范围在34.0%至35.5%之间[34] - 公司2026财年年度调整后摊薄每股收益指引范围在16.90美元至17.60美元之间[34] 其他财务活动 - 公司本季度回购了价值1.399亿美元的普通股[29] - 截至季度末，公司现金及现金等价物为2.754亿美元，较期初减少18.4%[28][29] 其他重要内容 - 公司计算调整后指标时，对截至2025年11月30日季度的调整项适用19.6%的调整后税率[37]

While much of the market has bulked up on artificial intelligence and large technology companies in 2025, billionaire fund manager Ron Baron said on this week's CNBC "ETF Edge" that investors should be looking across more market caps and sectors for the best opportunities. That is starting to happen, as many investors rotate out of tech stocks and search for value across the market, including in the financial sector. Baron cited two financial sector companies that his firm Baron Capital owns, MSCI and FactS ...

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With a market cap of around $11 billion, FactSet Research Systems Inc. (FDS) is a global financial digital platform and enterprise solutions provider serving the investment community with data, analytics, and workflow solutions across the entire investment lifecycle. The company delivers subscription-based financial data, market intelligence, and technology through desktop, mobile, cloud, and API platforms to investment professionals worldwide. The Norwalk, Connecticut-based company is set to announce it ...

FactSet Research Systems Inc. (NYSE:FDS) will release earnings results for its first quarter before the opening bell on Thursday, Dec. 18.Analysts expect the Norwalk, Connecticut-based company to report quarterly earnings at $4.37 per share, compared to $4.37 per share in the year-ago period. The consensus estimate for FactSet Research's quarterly revenue is $600.45 million. Last year, it reported $568.67 million in revenue, according to Benzinga Pro.On Sept. 18, FactSet issued FY2026 EPS guidance below est ...

FactSet Research Systems Inc. (NYSE:FDS) will release earnings results for its first quarter before the opening bell on Thursday, Dec. 18.Analysts expect the Norwalk, Connecticut-based company to report quarterly earnings at $4.37 per share, compared to $4.37 per share in the year-ago period. The consensus estimate for FactSet Research's quarterly revenue is $600.45 million. Last year, it reported $568.67 million in revenue, according to Benzinga Pro.On Sept. 18, FactSet issued FY2026 EPS guidance below est ...

With a market capitalization of $10.9 billion, FactSet Research Systems Inc. (FDS) is a global financial data and analytics company that provides investment professionals with integrated market data, research, portfolio analytics, and workflow solutions. Founded in 1978 and headquartered in Connecticut, FactSet operates a subscription-based model with high client retention, serving asset managers, banks, hedge funds, and corporations worldwide. Companies worth $10 billion or more are typically classified ...