FACTSET RESEARCH SYSTEMS (FDS) Company Report

Ørsted agreed to sell 55% stake in the 632 MW Greater Changhua 2 offshore wind farm to Cathay Life Insurance and affiliate Cathay Power for DKK 5 billion (≈NT$25 billion; ≈$789–796 million).
The transaction includes Greater Changhua 2a (≈295 MW operational) and 2b (≈337 MW under construction), with commercial operations expected in Q3 2026.
Ørsted will retain long-term operations and maintenance responsibilities via its Taichung hub.
The sale supports Ørsted’s capital-recycling program, bringing total divestments this year to DKK 33 billion to strengthen its balance sheet.

4 days ago

Bloomberg

FactSet announces Q1 FY26 results

FDS

Earnings

Share Buyback

Dividends

Q1 FY26 revenues of $608 million, up 6.9% year-over-year (6% organically), with organic ASV growth of 5.9% (+$6.6 million), adjusted operating margin of 36.2%, and adjusted EPS of $4.51 (+3%).
Organic ASV growth accelerated across regions: Americas +6%, EMEA +4%, Asia-Pacific +8%, led by wealth client growth of 10% year-over-year.
Investment priorities allocate ~2/3 of spend to growth (data expansion, workflow enhancements, AI) and ~1/3 to structural infrastructure (sales tools, tech modernization); productivity actions are underway with a gross debt leverage ratio of 1.4×.
Capital returns reinforced with share repurchase authorization raised to $1 billion (478,000 shares repurchased; $860 million remaining) and a quarterly dividend of $1.10 per share.

Dec 18, 2025, 2:00 PM

Transcript

FactSet announces Q1 FY2026 results

FDS

Earnings

Guidance Update

FactSet reported Q1 FY26 revenues of $608 million, up 6.9% YoY, with organic revenues of $600 million (+6.0%).
GAAP operating income was $192 million (+0.4%) on a margin of 31.6% (down 200 bps); adjusted operating income rose 3% to $220 million with a 36.2% margin (down 137 bps).
Net income reached $153 million (+1.7%) with diluted EPS of $4.06 (+4.4%); adjusted net income was $170 million (+0.9%) and adjusted diluted EPS was $4.51 (+3.2%).
Organic annual subscription value (ASV) grew 9% as of November 30, 2025, reflecting continued subscription expansion.
FactSet reaffirmed FY26 guidance with revenues of $2.423–2.448 billion, GAAP diluted EPS of $14.55–15.25, and adjusted diluted EPS of $16.90–17.60.

Dec 18, 2025, 2:00 PM

Presentation

FactSet reports Q1 FY26 results

FDS

Earnings

Share Buyback

Guidance Update

FactSet reported 6.9% year-over-year revenue growth to $608 million in Q1 FY26, driven by 5.9% organic ASV growth (+$6.6 million); adjusted operating margin was 36.2%, and adjusted EPS was $4.51 (+3% yoy).
Organic ASV growth by region was Americas +6%, EMEA +4%, and Asia-Pacific +8%.
The company increased its share repurchase authorization from $400 million to $1 billion, repurchasing ~478,000 shares in Q1 and leaving $860 million of capacity remaining.
FactSet reaffirmed its FY26 guidance across all GAAP and adjusted metrics; Q2 margins are expected to reflect stepped-up investments, while maintaining a strong balance sheet with 1.4× gross debt leverage.

Dec 18, 2025, 2:00 PM

Transcript

FactSet reports Q1 FY26 results

FDS

Earnings

Share Buyback

Dividends

Organic annual subscription value (ASV) grew 5.9% (+ $6.6 M) driven by Americas (+ 6%), EMEA (+ 4%), and Asia-Pacific (+ 8%) expansions.
Q1 revenue was $608 M (+ 6.9% YoY; + 6% organic), with an adjusted operating margin of 36.2% and adjusted EPS of $4.51 (+ 3%).
Invested in growth (two-thirds) and infrastructure (one-third), enhancing productivity via AI (Text-to-Formula Agent handles 35% of daily support in 6 s) and 10× faster data ingestion; gross debt leverage at 1.4×.
Increased share repurchase authorization to $1 B, repurchased ~ 478 K shares in Q1, and paid a dividend of $1.10 per share.
AI adoption remains a tailwind: clients ran over 1 M custom models and screens pulling hundreds of billions of data points in the past 30 days, with sequential AI product usage up 45%.

Dec 18, 2025, 2:00 PM

Transcript

FactSet reports Q1 2026 results

FDS

Earnings

Share Buyback

Guidance Update

GAAP revenues of $607.6 million, up 6.9% YoY; organic revenues of $600.0 million, up 6.0%; organic ASV of $2,389.6 million, up 5.9% YoY.
GAAP diluted EPS of $4.06, up 4.4%, and adjusted diluted EPS of $4.51, up 3.2%.
GAAP operating margin of 31.6%, down ~200 bps YoY; adjusted operating margin of 36.2%, down 137 bps YoY.
Board increased share repurchase authorization from $400 million to $1 billion; repurchased 478,100 shares for $139.9 million in Q1, leaving $260.1 million available.
Reaffirmed fiscal 2026 outlook: GAAP revenues of $2.423–2.448 billion, organic ASV growth of $100–150 million, GAAP EPS of $14.55–15.25 and adjusted EPS of $16.90–17.60.

Dec 18, 2025, 11:57 AM

8-K

ExxonMobil raises 2030 earnings and cash flow targets

FDS

Guidance Update

New Projects/Investments

ExxonMobil increased its 2030 corporate plan to $25 billion in earnings growth and $35 billion in cash flow growth vs. 2024 at constant prices and margins, with no increase in capital spending and ROCE >17% by 2030; all GHG emissions intensity targets moved to 2026 vs. prior plan.
Cumulative structural cost savings have been raised by $2 billion to $20 billion vs. 2019.
Upstream production is expected to reach 5.5 million boe/d by 2030, with advantaged assets (Permian, Guyana, LNG) comprising 65% of volumes and >$14 billion of earnings growth at constant prices vs. 2024.
Product Solutions is on track for $9 billion of earnings growth by 2030 vs. 2024, including $4 billion from advantaged projects (60% already online) and >40% of earnings from high-value products.
Low Carbon Solutions has secured contracts for 9 MTA of CO₂ capture, operates the world’s first large-scale end-to-end CCS system, and is advancing CCS-enabled low-carbon data center projects.

Dec 9, 2025, 11:50 AM

Press Release

Rheinmetall secures Bundeswehr tank ammunition contract

FDS

New Projects/Investments

€4 billion framework contract signed in July 2023, running until end of 2030 to supply 120 mm tank ammunition
Order covers both combat and training rounds to replenish and boost Leopard 2 ammunition stocks
Encompasses several hundred thousand 120 mm × 570 calibre rounds compatible with the Leopard 2 main weapon system
Reinforces Rheinmetall’s role as a key supplier for Germany and other Leopard operators, supporting NATO interoperability

Dec 8, 2025, 8:21 AM

Morningstar

Deutsche Boerse in exclusive talks to acquire Allfunds

FDS

M&A

Dividends

Takeover Bid

Deutsche Boerse AG has made a non-binding €5.3 billion offer for Allfunds, valuing shares at €8.80 each, split evenly between cash and new Deutsche Boerse stock.
The proposal includes a €0.20 per-share dividend for 2025, with additional up to €0.20 for 2026 and €0.10 per quarter in 2027.
Allfunds’ board unanimously approved entering exclusivity discussions; the deal would be executed via a UK scheme of arrangement under the Companies Act 2006.
The offer represents a 33% premium to Allfunds’ recent close, lifting its shares over 20%, while Deutsche Boerse stock rose nearly 3% to €227.70.

Nov 27, 2025, 4:22 PM

Bloomberg

Calix and Rio Tinto sign $35M joint development agreement for low-emissions iron plant

FDS

New Projects/Investments

Calix Limited has entered a $35 million joint development agreement with Rio Tinto to advance its Zesty demonstration plant in Kwinana, WA, with Rio contributing $8 million in cash and up to 10,000 tonnes of Pilbara iron ores for testing.
The Zesty plant is designed to produce up to 30,000 tonnes per year of hydrogen direct reduced iron or hot briquetted iron from various iron ore sources.
The partnership is supported by a $44.9 million grant from the Australian Renewable Energy Agency, with a final investment decision expected in 2026, subject to due diligence and project milestones.
The deal positions Australia as a leader in green steel production, aligning with the federal government’s $500 million Green Iron Investment Fund, while Rio continues development of its BioIron process.

Nov 16, 2025, 9:46 PM

Morningstar

Earnings Transcripts

Quarterly earnings call transcripts for FACTSET RESEARCH SYSTEMS.

Q1 2026

Dec 18, 2025

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Q4 2025

Sep 18, 2025

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Q3 2025

Jun 23, 2025

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View All Transcripts

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FACTSET RESEARCH SYSTEMS (FDS)

Analyst Earnings Quarterly Reports

Q4 2025

Q3 2025

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Executives

Sanoke Viswanathan

Christopher McLoughlin

Goran Skoko

Helen Shan

Katherine Stepp

Board Members

Barak Eilam

Elisha Wiesel

James McGonigle

Laurie Hylton

Laurie Siegel

Lee Shavel

Malcolm Frank

Maria Teresa Tejada

Robin Abrams

Siew Kai Choy

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Manav Patnaik

Andrew Nicholas

David Motemaden

Jeffrey Silber

Owen Lau

Peter Knudsen

Brendan Popson

Kwun Sum Lau

Russell Quelch

Tom Raska

Keen Fai Tong

Ryan Griffin

Shlomo Rosenbaum

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