Factset Research Systems Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
8.8%projected annual EPS growth
Analyst Coverage
16analysts covering
FY Revenue (est.)
$2.5Bnext fiscal year
FY EPS (est.)
$17.83next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q1 Fiscal 2027 Earnings Release | 17 Dec 2026 |
| 2026 Annual Meeting of Stockholders | 17 Dec 2026 |
| Q2 Fiscal 2027 Earnings Release | 25 Mar 2027 |
Monitoring Framework
Key Performance Indicators
Annual Subscription Value (ASV) Growth Rate Quarterly6.7%Target: 6.2% to 6.8%
Annual ASV Retention Rate Quarterly95.0%Target: >95%
Annual Client Retention Rate Quarterly91.0%Target: >90%
Adjusted Operating Margin Quarterly35.0%Target: 34.0% to 35.5%
Watch Items
- AI-driven disruption and terminal disintermediationTrigger: Decline in workstation user counts or workstation ASV contributionAction: Evaluate adoption rates of the Anthropic Claude integration and other AI-powered workflow tools.
- Client budget constraints and asset manager consolidationTrigger: Annual ASV retention dropping below 95% or client retention dropping below 91%Action: Assess pricing power, fee reductions, and shift in sales compensation structures.
- Technology and cloud infrastructure investment costsTrigger: Adjusted operating margin falling below the 34.0% guidance floorAction: Review cost discipline measures and capital allocation toward cloud migration.
Research as of 2 Sep 2026