业绩总结 - 公司第二季度调整后的每股收益为4.22美元，调整后的营业利润率为38.3%[8][26] - 公司第二季度的GAAP收入增长了6%，达到5.46亿美元[27] - 公司预计全年指导仍然假设信贷苏黎世的减少[10] - 公司在第三季度展望较为保守，但拥有大量七位数交易在管道中，可能比去年同期更多[71] 用户数据 - 公司在第二季度结束时拥有超过8,000名客户，净增加了75个新标识，用户数量为206,478人[9] - 大型账户占总账户的41%，这些客户预算有限，更倾向于投资于AI[80] - 公司客户数量增长主要受新业务推动，合作伙伴增长较好[101] 未来展望 - 公司在H2拥有健康的销售管道，六七位数交易增长了约5%[75] - 公司认为尽管买方面临着人员压力，但仍有机会将前台、中台和后台联系起来[73] - 公司对ASV增长和GAAP收入预期较低，主要受到CS-UBS合并和财富业务的影响[92] 新产品和新技术研发 - 公司正在关注通过gen AI提高内部效率，预计在FY '25指导中看到效率提升[114] - 公司计划将gen AI努力首先应用于外部，以确保能够通过这些努力产生ASV[114] 市场扩张和并购 - 公司在机构买方领域遇到了困难，由于成本削减和持续减少人员，各种公司类型都面临阻力[15] - 公司的托管服务业务正在增长，客户将更多的中后台工作流程外包给FactSet[16] 负面信息 - 公司对资本市场的展望保守，未将反弹纳入预测范围[94] - 瑞士国家银行降息25个基点[96]

业绩总结 - 公司在2024财年第二季度实现了6.0%的营收增长，达到了545,945千美元，有机营收达到了546,130千美元[17] - 公司在2024财年第二季度实现了9.8%的营业利润增长，达到了181,942千美元，调整后的营业利润达到了209,326千美元[17] - 公司在2024财年第二季度实现了7.5%的运营利润增长，达到了33.3%的运营利润率，调整后的运营利润率达到了38.3%[17] 用户数据 - 客户ASV保留率超过95%[10] - 客户保留率与2023年第二季度持平，客户数量增长了11%[11] 未来展望 - 公司预计2024财年营业利润率在32.5%至33.0%之间，净收入在540至556百万美元之间[31] - 公司预计2024财年调整后每股摊薄收益在15.60至16.00美元之间[32] 新产品和新技术研发 - 2024年2月，公司的有机收入为546,130千美元，同比增长6.0%[26] - 2024年2月，公司调整后的营业利润为209,326千美元，较去年同期增长9.8%[27] - 2024年2月，公司调整后的EBITDA为218,111千美元，较去年同期增长9.2%[28] - 公司调整后的每股摊薄收益为4.22美元，较去年同期增长11.1%[29] 市场扩张和并购 - 美洲地区的有机ASV增长率为9%[13] - 欧洲、中东和非洲地区的有机ASV增长率为5%[13] - 亚太地区的有机ASV增长率为6%[13] - 专业服务在美洲地区的增长率为16%[13] - 专业服务在欧洲、中东和非洲地区的增长率为7%[13]

For the quarter ended February 2024, FactSet Research (FDS) reported revenue of $545.95 million, up 6% over the same period last year. EPS came in at $4.22, compared to $3.80 in the year-ago quarter.The reported revenue represents a surprise of -0.36% over the Zacks Consensus Estimate of $547.93 million. With the consensus EPS estimate being $3.83, the EPS surprise was +10.18%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determi ...

Q2 GAAP revenues of $545.9 million, up 6.0% from Q2 2023.Organic Q2 ASV plus professional services of $2,209.5 million, up 5.4% year over year.Q2 GAAP operating margin of 33.3%, up approximately 50 bps year over year, and adjusted operating margin of 38.3%, up approximately 130 bps from the prior year.Q2 GAAP diluted EPS of $3.65, up 8.0% from the prior year, and adjusted diluted EPS of $4.22, up 11.1% year over year.Top-line growth expected at the lower end of the previously published guidance ranges for t ...

News Release I For Immediate Release FactSet Reports Results for Second Quarter 2024 NORWALK, Conn., March 21, 2024 - FactSet ("FactSet" or the "Company") (NYSE:FDS) (NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced results for its second quarter fiscal 2024 ended February 29, 2024. Second Quarter Fiscal 2024 Highlights "FactSet is an anchor partner for our clients in all market conditions." said Phil Snow, CEO of FactSet. "We remain optimistic about our gr ...

NORWALK, Conn., March 20, 2024 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS, NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced the appointment of Laurie Hylton to its Board of Directors. Hylton also will serve on FactSet's Audit Committee. Hylton is a highly skilled and experienced senior finance executive with over 30 years of expertise in asset management and public accounting. Before retirement, she served as Chief Financial Officer as well as Chief Accounting O ...

Investors are always looking for stocks that are poised to beat at earnings season and FactSet Research Systems Inc. (FDS) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because FactSet Research is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — ...

In its upcoming report, FactSet Research (FDS) is predicted by Wall Street analysts to post quarterly earnings of $3.83 per share, reflecting an increase of 0.8% compared to the same period last year. Revenues are forecasted to be $547.93 million, representing a year-over-year increase of 6.4%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.4% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections ...

FactSet Research Systems Inc. (FDS) is going to report its second-quarter fiscal 2024 results on Mar 21, before the bell.The company’s earnings surprise history has not been impressive. It has a trailing four-quarter negative average earnings surprise of 1.69%.Expectations This Time AroundThe consensus estimate for FactSet’s revenues in the to-be-reported quarter is pegged at $547.9 million, indicating a 6.4% increase from the year-ago quarter’s reported figure. The top line is expected to have been driven ...

FactSet Research (FDS) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended February 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on March 21, 2024, might help the stock move higher if these key numbers are better t ...