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FDS · SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC. · 8-K · Item 8.01 · Jul 1, 2026

Revenue and adjusted EPS beat; margins compressed and guidance held

Beatpartly known
Adjusted EPS $4.53 vs ~$4.44 consensus; revenue $622.9M vs ~$617.9M
FACTSET RESEARCH SYSTEMS INC (FDS) — AllSight decodes this SEC 8-K in plain English, versus what the market expected.

The quarter cleared consensus, but only modestly. Adjusted diluted EPS reached $4.53 versus the published consensus of roughly $4.44, while revenue was $622.9 million versus roughly $617.9 million expected.

MetricQ3 FY26Q3 FY25 / expectationRead
Revenue$622.9M (Financial Highlights)$585.5M prior year; ~$617.9M consensusBeat
Organic revenue growth7.0% (Financial Highlights)Solid growth
Organic ASV growth7.1% (ASV section)Recurring growth held up
Adjusted diluted EPS$4.53 (Adjusted results reconciliation)$4.27 prior year; ~$4.44 consensusBeat
Adjusted operating margin34.0% (Adjusted results reconciliation)36.8% prior yearCompressed
Free cash flow$254.0M (Free Cash Flow reconciliation)$228.6M prior yearUp 11.1%

Underlying growth was healthy, but profitability deteriorated. Organic revenue grew 7.0% and organic ASV grew 7.1%, supported by broad regional growth and continued client adoption. However, adjusted operating income fell 1.7% and adjusted operating margin dropped to 34.0% from 36.8%, as compensation and technology costs outpaced revenue growth (Adjusted results reconciliation). GAAP results were weaker still because of restructuring, CEO compensation, and other one-time charges (Adjusted results reconciliation).

The outlook was maintained rather than raised. Fiscal 2026 guidance remains $2.450-$2.470 billion of revenue and $17.25-$17.75 of adjusted diluted EPS, with adjusted operating margin guided to 34.0%-35.5% (Fiscal 2026 Guidance). That makes the quarter a modest execution beat, not a clear upward reset of expectations.

Capital returns and cash generation soften the margin concern, but do not erase it. FactSet generated $254.0 million of quarterly free cash flow, repurchased $203.1 million of stock, and raised its quarterly dividend to $1.16 (Free Cash Flow reconciliation; Capital Returns section). Net, the result lands narrowly above expectations because revenue and adjusted EPS beat, while margin compression and unchanged guidance limit the upside signal.

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