文章核心观点 - 公司采取基于基本面的价值投资方法,倾向于选择长期增长稳定、无周期性、资产负债表健康的公司 [1] - 投资成功的公司也存在风险,因为可能会支付过高的价格,但在某些情况下,发展前景广阔,价格因素相对次要 [1] 行业总结 - 公司采取长期价值投资策略,关注增长稳定、无周期性、资产负债表健康的公司 [1] - 即使投资成功的公司,也存在支付过高价格的风险,但在某些情况下,发展前景广阔,价格因素相对次要 [1] 公司总结 - 公司采取基于基本面的价值投资方法,倾向于选择长期增长稳定、无周期性、资产负债表健康的公司 [1] - 即使投资成功的公司,也存在支付过高价格的风险,但在某些情况下,发展前景广阔,价格因素相对次要 [1]

FactSet Research Systems, Inc. (FDS) has reported impressive fourth-quarter fiscal 2024 results, wherein earnings and revenues beat the Zacks Consensus Estimate. FDS's earnings per share (excluding $1.4 from non-recurring items) of $3.7 beat the consensus mark by 3.9% and increased 27.7% from the year-ago quarter. Revenues of $562.2 million surpassed the Zacks Consensus Estimate by 2.7% and gained 4.9% from the year-ago quarter. The company's shares have gained 14.1% in the past month compared with the 14.1 ...

财务数据和关键指标变化 - 2024财年收入增长5.7%,连续44年实现收入增长,体现了公司在市场波动期的抗压能力 [20] - 2024财年调整后营业利润率为37.8%,超出最新指引的上限 [20] - 2024财年调整后每股收益增长12.3%,超出最新指引的上限 [20] 各条业务线数据和关键指标变化 - 财富管理业务2024财年有12%的有机ASV增长,主要得益于多个大型企业级交易和长期续约 [8][9] - 交易银行业务2024财年有4%的有机ASV增长,主要得益于一个大型竞争对手的替换交易和几个多年合同的续约 [10] - 机构买方业务2024财年有3%的有机ASV增长,受到预算收紧和供应商整合的不利影响 [11][12] - 合作伙伴和CGS业务2024财年有6%的有机ASV增长,CGS业务表现强劲抵消了合作伙伴业务的疲软 [12] 各个市场数据和关键指标变化 - 美洲地区2024财年有6%的有机ASV增长,受到财富管理业务的强劲表现和长期续约的带动 [7] - 欧洲中东非洲地区2024财年有2%的有机ASV增长,受到买方客户流失的拖累 [7] - 亚太地区2024财年有7%的有机ASV增长,受到财富管理业务的强劲表现抵消了银行和资产管理客户的流失 [7] 公司战略和发展方向及行业竞争 - 公司将继续专注于三大战略支柱:完成数据扩展计划、深度嵌入客户工作流程、加速人工智能创新 [12][13][15] - 公司在人工智能领域的投资已经开始产生成果,推出了多项基于人工智能的新产品和解决方案 [15][16] - 公司将通过开放生态系统的方式,为第三方开发者提供数据和技术支持,孵化金融科技公司生态 [17] - 公司在行业内保持竞争优势,在多个领域实现了对主要竞争对手的替换性交易 [7][8][10] 管理层对经营环境和未来前景的评论 - 管理层对未来前景持谨慎乐观态度,预计2025财年有机ASV增长5%,上半年增长较缓慢但下半年有望加速 [28][40] - 管理层认为行业内的预算压力和供应商整合趋势仍在持续,但公司有能力帮助客户降低总体运营成本 [11][12] - 管理层表示将继续保持谨慎的开支管理,同时有选择性地加大对关键领域的投资 [73][74] 其他重要信息 - 公司2024财年自由现金流为6.15亿美元,同比增长5% [26] - 公司2024财年回购股票价值2.35亿美元,并宣布新的3亿美元股票回购计划 [26][27] - 公司2024财年连续第25年增加派息,每股季度股息为1.04美元 [27] - 公司2025财年资本支出预计在9500万美元至1.05亿美元之间 [29] 问答环节重要的提问和回答 问题1 **Toni Kaplan提问** 询问公司未来几年的利润率水平是否会回归正常水平 [32] **Philip Snow和Helen Shan回答** 公司认为2025财年的利润率水平可能会有所下降,主要是由于奖金池的重置以及对关键领域的投资 [33][34][35] 问题2 **Ashish Sabadra提问** 询问公司2025财年ASV指引中没有体现加速增长的原因 [38] **Philip Snow和Goran Skoko回答** 公司预计未来几个月内仍将面临一些行业性的不利因素,但下半年有望出现改善,同时新产品的推出也将带动增长 [39][40][41] 问题3 **Faiza Alwy提问** 询问公司对2025财年ASV增长指引的保守态度是否源于谨慎 [52] **Philip Snow回答** 公司对2025财年下半年的前景持谨慎乐观态度,并表示将在11月的投资者日上分享更多关于增长动力的信息 [54][55]

FactSet Research (FDS) reported $562.19 million in revenue for the quarter ended August 2024, representing a year-over-year increase of 4.9%. EPS of $3.74 for the same period compares to $2.93 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $547.27 million, representing a surprise of +2.73%. The company delivered an EPS surprise of +3.89%, with the consensus EPS estimate being $3.60. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...

FactSet Research (FDS) came out with quarterly earnings of $3.74 per share, beating the Zacks Consensus Estimate of $3.60 per share. This compares to earnings of $2.93 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 3.89%. A quarter ago, it was expected that this financial data firm would post earnings of $3.91 per share when it actually produced earnings of $4.37, delivering a surprise of 11.76%. Over the last four quarters, ...

News Release I For Immediate Release 1 FactSet Reports Results for Fourth Quarter 2024 ◦ Q4 GAAP revenues of $562.2 million, up 4.9% from Q4 2023. ◦ Organic Q4 ASV plus professional services of $2,272.8 million, up 4.8% year over year. ◦ Q4 GAAP operating margin of 22.7%, up approximately 110 bps year over year, and adjusted operating margin of 35.8%, up 240 bps from the prior year. ◦ Q4 GAAP diluted EPS of $2.32, up 38.1% from the prior year, and adjusted diluted EPS of $3.74, up 23.8% year over year. ◦ Fa ...

Wall Street analysts expect FactSet Research (FDS) to post quarterly earnings of $3.60 per share in its upcoming report, which indicates a year-over-year increase of 22.9%. Revenues are expected to be $547.27 million, up 2.1% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.5% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Prior to a company's e ...

NORWALK, Conn., Sept. 16, 2024 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced that it will host an Investor Day on Thursday, November 14, 2024, from 8:00 a.m. to 2:00 p.m. EST. The event will be dually hosted in New York City and via live stream. FactSet executive leadership will provide an in-depth look into the Company's financial outlook, innovative technology, differentiated products, and new client-centric wo ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. Zacks Premium also includes the Zacks Style Scores. Wha ...

FactSet Research Systems Inc. (FDS) FactSet has been engaged for more than 40 years in delivering extensive data, sophisticated analytics and flexible technology to global financial professionals and is currently benefiting from a growing customer base and strong global presence. The company added 383 clients in fiscal 2023 and nine in the third quarter of fiscal 2024, driven by an increase in corporate and wealth clients. The 2023 acquisition of idaciti supports FactSet's ongoing initiative to digitally re ...