FACTSET RESEARCH SYSTEMS INC

FDS Information Technology · Software & IT Services

Latest period 2026-05-31 · 36 filings on record

Quarterly TTM Annual

8Q 3Y 5Y 10Y MAX

TTM 24-08 → TTM 26-05 8 TTM POINTS

SHOWING Trailing twelve months — each point sums the four quarters ending there.

Ranked against Information Technology · 103 peers

Each grade is a single reported quarter's assessment, never an average — a card shows the grade at the newest quarter in view, so it follows the period and range controls above. Latest scored quarter: 2026-05-31.

Growth 17th pct

▼−36 over range · as of 2026-05-31

Revenue +6.4% YoY, earnings -14.7% YoY · sector avg 82

Quality 62nd pct

0 over range · as of 2026-05-31

20.3% net margin, 28% return on equity, 29% free-cash-flow margin, profitable in 8 of last 8 quarters · sector avg 52

Safety 30th pct

▼−12 over range · as of 2026-05-31

Net debt 1.2x EBITDA, 12x interest coverage, 0.7x current ratio · sector avg 63

OVERVIEWvs prior TTM Δ

Trailing twelve months · ending 2026-05-31 · green = improving · click a row to chart it

Revenue $2.4B +1.6% Gross margin 51.4% −0.6pp CHARTED Operating margin 29.6% −1.6pp Net margin 23.2% −1.3pp Net income $566.0M −3.7%

Debt / equity 0.68 +6.3%

EPS (diluted) — — EBITDA $897.1M −2.5%

Filings

TTM 24-08 → TTM 26-05 · following the period bar 11 match

ALL 10-K 10-Q Q1 Q2 Q3 FY SORT NEWEST ↓

Filings by fiscal year and period
Year	Q1	Q2	Q3	FY
2026	no filing	10-Q Q2 2026	10-Q Q3 2026	no filing
2025	10-Q Q1 2025	10-Q Q2 2025	10-Q Q3 2025	10-K FY 2025
2024	10-Q Q1 2024	10-Q Q2 2024	10-Q Q3 2024	10-K FY 2024
2023	10-Q Q1 2023	no filing	no filing	no filing

10-Q Q3 2026 2026-07-01 Pro → 10-Q Q2 2026 2026-04-02 Pro → 10-Q Q1 2025 2026-01-05 Pro → 10-K FY 2025 2025-10-22 Pro → 10-Q Q3 2025 2025-07-03 Pro → 10-Q Q2 2025 2025-04-04 Pro →

All 11 filings

10-Q Q1 2024 2025-01-08 Pro → 10-K FY 2024 2024-10-29 Pro → 10-Q Q3 2024 2024-07-03 Pro → 10-Q Q2 2024 2024-04-03 Pro → 10-Q Q1 2023 2024-01-05 Pro →

Filing-level fact detail is a Pro feature. The grades and figures above are free. See Pro plans

Trends

Trailing twelve months, rolling one quarter at a time

Revenue

Latest$2.4B vs prior TTM+1.6% Periods8

Revenue by period
Period	Period end	Revenue
TTM 24-08	2024-08-31	$2.2B
TTM 24-11	2024-11-30	$2.2B
TTM 25-02	2025-02-28	$2.3B
TTM 25-05	2025-05-31	$2.3B
TTM 25-08	2025-08-31	$2.3B
TTM 25-11	2025-11-30	$2.4B
TTM 26-02	2026-02-28	$2.4B
TTM 26-05	2026-05-31	$2.4B

Net income

Latest$566.0M vs prior TTM−3.7% Periods8

Net income by period
Period	Period end	Net income
TTM 24-08	2024-08-31	$537.1M
TTM 24-11	2024-11-30	$538.6M
TTM 25-02	2025-02-28	$542.5M
TTM 25-05	2025-05-31	$532.9M
TTM 25-08	2025-08-31	$597.0M
TTM 25-11	2025-11-30	$599.6M
TTM 26-02	2026-02-28	$587.8M
TTM 26-05	2026-05-31	$566.0M

Operating income

Latest$720.7M vs prior TTM−3.7% Periods8

Operating income by period
Period	Period end	Operating income
TTM 24-08	2024-08-31	$701.3M
TTM 24-11	2024-11-30	$703.6M
TTM 25-02	2025-02-28	$707.1M
TTM 25-05	2025-05-31	$698.8M
TTM 25-08	2025-08-31	$748.3M
TTM 25-11	2025-11-30	$749.0M
TTM 26-02	2026-02-28	$748.5M
TTM 26-05	2026-05-31	$720.7M

Gross margin

Latest51.4% vs prior TTM−0.6pp Periods8

Gross margin by period
Period	Period end	Gross margin
TTM 24-08	2024-08-31	54.1%
TTM 24-11	2024-11-30	54.3%
TTM 25-02	2025-02-28	54.1%
TTM 25-05	2025-05-31	53.3%
TTM 25-08	2025-08-31	52.7%
TTM 25-11	2025-11-30	52.3%
TTM 26-02	2026-02-28	51.9%
TTM 26-05	2026-05-31	51.4%

ZOOM

TTM 20-11 TTM 26-05

Grade history

Point-in-time: each period shows the grade of the quarter it ends at — grades are never summed or averaged across a window.

Growth 17 Quality 62 Safety 30

Hover to read every grade at a period · shared with the trends chart · axis fixed 0–100

Grade history by period
Period	Period end	Growth	Quality	Safety
TTM 24-08	2024-08-31	53	61	42
TTM 24-11	2024-11-30	35	65	45
TTM 25-02	2025-02-28	30	66	49
TTM 25-05	2025-05-31	25	64	49
TTM 25-08	2025-08-31	50	66	47
TTM 25-11	2025-11-30	26	65	48
TTM 26-02	2026-02-28	17	61	48
TTM 26-05	2026-05-31	17	62	30