Earnings summaries and quarterly performance for FACTSET RESEARCH SYSTEMS.
Executive leadership at FACTSET RESEARCH SYSTEMS.
Sanoke Viswanathan
Detailed
Chief Executive Officer
CEO
CM
Christopher McLoughlin
Detailed
Executive Vice President, Chief Legal Officer and Corporate Secretary
GS
Goran Skoko
Detailed
Executive Vice President, Chief Revenue Officer
HS
Helen Shan
Detailed
Executive Vice President, Chief Financial Officer
KS
Katherine Stepp
Detailed
Executive Vice President, Chief Technology Officer
Board of directors at FACTSET RESEARCH SYSTEMS.
BE
Barak Eilam
Detailed
Director
EW
Elisha Wiesel
Detailed
Director
JM
James McGonigle
Detailed
Lead Independent Director
LH
Laurie Hylton
Detailed
Director
LS
Laurie Siegel
Detailed
Director
LS
Lee Shavel
Detailed
Director
MF
Malcolm Frank
Detailed
Chair of the Board
MT
Maria Teresa Tejada
Detailed
Director
RA
Robin Abrams
Detailed
Director
SK
Siew Kai Choy
Detailed
Director
Research analysts who have asked questions during FACTSET RESEARCH SYSTEMS earnings calls.
SR
Shlomo Rosenbaum
Stifel, Nicolaus & Company, Incorporated
11 questions for FDS
Also covers: ARMK, CCC, CCCS +19 more
AK
Alex Kramm
UBS Group AG
10 questions for FDS
Also covers: BR, CBOE, CBRE +16 more
Jason Haas
Wells Fargo
10 questions for FDS
Also covers: ASGN, CTAS, ECL +12 more
ST
Surinder Thind
Jefferies Financial Group
10 questions for FDS
Also covers: ASGN, CLVT, CSGP +25 more
TK
Toni Kaplan
Morgan Stanley
10 questions for FDS
Also covers: ADT, ARMK, BFAM +18 more
Faiza Alwy
Deutsche Bank
9 questions for FDS
Also covers: ABM, ADV, ARMK +18 more
Scott Wurtzel
Wolfe Research
9 questions for FDS
Also covers: ADP, BR, CLVT +12 more
Ashish Sabadra
RBC Capital Markets
8 questions for FDS
Also covers: ADP, ADT, CBOE +21 more
CH
Craig Huber
Huber Research Partners
8 questions for FDS
Also covers: CSGP, DNB, EFX +12 more
George Tong
Goldman Sachs
8 questions for FDS
Also covers: ADT, BCO, BFAM +25 more
KZ
Kelsey Zhu
Autonomous Research
8 questions for FDS
Also covers: EFX, MSCI, TRU +1 more
MP
Manav Patnaik
Barclays
8 questions for FDS
Also covers: BFAM, CLVT, CTAS +17 more
AN
Andrew Nicholas
William Blair & Company
7 questions for FDS
Also covers: AMTD, CBZ, CLVT +17 more
David Motemaden
Evercore ISI
5 questions for FDS
Also covers: ACGL, AJG, ALL +16 more
Jeffrey Silber
BMO Capital Markets
5 questions for FDS
Also covers: AMN, ASGN, ATGE +19 more
OL
Owen Lau
Oppenheimer & Co. Inc.
3 questions for FDS
Also covers: BLSH, CLVT, CME +9 more
PK
Peter Knudsen
Evercore ISI
3 questions for FDS
Also covers: FIHL, PGR, PLMR
Brendan Popson
Barclays
2 questions for FDS
Also covers: DNB, EFX, IT
KS
Kwun Sum Lau
Oppenheimer
2 questions for FDS
Also covers: CBOE, CLVT, CME +9 more
RQ
Russell Quelch
Redburn Atlantic
2 questions for FDS
Also covers: MCO, MSCI, SPGI +1 more
TR
Tom Raska
William Blair
2 questions for FDS
KF
Keen Fai Tong
Goldman Sachs Group Inc.
1 question for FDS
Also covers: ADT, BCO, BFAM +21 more
RG
Ryan Griffin
BMO Capital Markets
1 question for FDS
Also covers: AMN, ASGN, COUR +5 more
SR
Shlomo Rosenbaum
Stifel Financial Corp.
1 question for FDS
Also covers: DOX, IQV, NIQ +3 more
Recent press releases and 8-K filings for FDS.
Lufthansa warns Gulf airspace closures threaten business travel
FDS
Profit Warning
- Lufthansa CEO Carsten Spohr called the Middle East conflict one of the most severe disruptions to global aviation since COVID-19, warning that Gulf airspace closures are creating significant uncertainty for annual results via supply-chain disruptions and volatile oil/jet-fuel prices.
- Advance bookings for direct flights to Asia are 75% higher year-on-year, prompting Lufthansa to add services at short notice.
- The group is largely hedged against jet-fuel price spikes this year through forward contracts.
- Lufthansa Cargo is seeing strong demand for air freight as shippers reroute around Gulf disruptions.
5 days ago
NovaBridge to host business update call on March 9 to review Phase 2a VIS-101 wet AMD data
FDS
New Projects/Investments
- NovaBridge will host a virtual business update call on Monday, March 9, 2026, at 9:00 AM ET to review Phase 2a clinical data for VIS-101 in wet age-related macular degeneration (wet AMD).
- VIS-101 is a bispecific, tetravalent dual VEGF-A/ANG-2 inhibitor designed for wet AMD, diabetic macular edema and retinal vein occlusion, currently completing a randomized, dose-ranging Phase 2a study.
- Visara, a NovaBridge majority-owned subsidiary, holds global development and commercialization rights to VIS-101 outside Greater China and certain Asian territories, licensed to Everest Medicines.
- The webcast will feature NovaBridge CEO Sean Fu and Visara executives including Emmett T. Cunningham Jr. and Cadmus Rich.
Mar 3, 2026, 2:05 PM
Thales reports 2025 sales and record defense orders
FDS
Earnings
Dividends
Guidance Update
- 2025 sales rose to €22.14 billion, with adjusted EBIT of €2.74 billion and an EBIT margin of 12.4%
- Order intake reached €25.26 billion and the year-end order book stood at €53.32 billion, buoyed by defense intake of €15.13 billion and defense sales of €12.23 billion
- Free operating cash flow hit a record €2.58 billion, while net debt was cut to €1.62 billion
- Management guides 2026 organic revenue growth of 6–7% and a higher adjusted EBIT margin of 12.6–12.8%
- Board proposes a €2.95 final dividend, bringing the full-year payout to €3.90 per share
Mar 3, 2026, 6:09 AM
Venture Global reports Q4 2025 revenue nearly triples and profit rises
FDS
Earnings
Guidance Update
New Projects/Investments
- Venture Global delivered Q4 2025 revenue of $4.445 billion, roughly triple year-over-year, with GAAP EPS of $0.41 and net income of $1.07 billion
- Full-year 2026 consolidated adjusted EBITDA is guided at $5.2 billion–$5.8 billion and Q1 at $1.15 billion–$1.25 billion, though winter storms and margin pressure may weigh early results
- LNG exports reached a record 128 cargoes totaling 478.3 tBTU in Q4 versus 33 cargoes and 127.6 tBTU a year earlier, driven by Calcasieu and Plaquemines ramp-ups
- Secured a five-year 0.5 mtpa sales agreement with Trafigura and launched a new sales & shipping segment leveraging owned tankers
- Financial-health warning with an Altman Z-Score of 0.93 (in the distress zone) amid significant insider selling activity
Mar 2, 2026, 11:56 AM
FactSet: Drone strike halts Ras Tanura operations
FDS
- A Shahed-136 drone strike triggered a precautionary shutdown of operations at Saudi Aramco’s Ras Tanura complex, a key oil-storage and export hub handling 75% of Saudi oil exports, after a small, quickly controlled fire with no reported casualties.
- The complex includes a refinery with 550,000 barrels per day processing capacity, one of the largest globally, underscoring its strategic role in global oil supply.
- Market reaction was sharp: Brent futures jumped 8–10%, with refined-product futures spiking up to 17%, as tanker traffic through the Strait of Hormuz was largely halted.
- The incident heightens geopolitical risk, following precedent attacks in 2019 that knocked out over half of Saudi crude production and raising concerns of broader regional escalation.
Mar 2, 2026, 7:22 AM
Rheinmetall wins Danish contract for five field hospitals
FDS
New Projects/Investments
- Rheinmetall Mobile Systeme signed a mid double-digit million-euro contract at end-2025 to supply five mobile Role 2 field hospitals to Denmark, booked in Q4 2025.
- The order comprises three Role 2B (Basic) and two Role 2E (Enhanced) units, with deliveries scheduled over the next two years.
- Role 2E units double operating-theatre and intensive-care capacity and add CT scanners, laboratory, pharmacy, and dental capabilities.
- All hospitals are containerised, field-proven, and delivered fully self-sufficient with integrated power, water, and oxygen systems.
Feb 27, 2026, 8:23 AM
Iberdrola reports 12% profit rise on UK networks
FDS
Earnings
Dividends
New Projects/Investments
- Iberdrola’s 2025 net profit was €6.285 billion (adjusted €6.23 billion), up about 12% y/y, driven by its regulated networks business.
- The networks segment generated €20.92 billion in revenue, with UK revenue up 34% to €2.63 billion, US up 15% to €7.16 billion, Spain up 22% to €2.33 billion and Brazil up 0.2% to €8.8 billion.
- Group adjusted EBITDA rose about 3%, while the networks division delivered roughly 21% EBITDA growth following full consolidation of Electricity North West and higher regulated rates.
- Net debt fell by about €1.5 billion to €50.2 billion, operating cash flow reached €12.81 billion, and the company proposed a €0.68 per-share dividend, guiding 2026 adjusted net profit above €6.6 billion.
Feb 24, 2026, 1:06 PM
Atlas Energy Solutions reports $1.1B revenue and $50.3M loss
FDS
Earnings
Demand Weakening
- Atlas Energy Solutions reported $1.1 billion in FY2025 revenue and a $50.3 million net loss (down 8.1% YoY).
- Full-year proppant volumes reached 21.6 million tons, including 5.9 million tons via Dune Express; Q4 volumes were 5.3 million tons.
- Q4 revenue was $249.4 million, with a $22.2 million net loss and $36.7 million of Adjusted EBITDA.
- The company ended 2025 with $108.5 million of liquidity and a pipeline of >2 GW of potential behind-the-meter power projects.
- Operating margin was ~2.2%, net margin -1.22%, and the Altman Z-Score stood at 1.44 (in the distress zone).
Feb 23, 2026, 9:24 PM
Capgemini beats 2025 revenue forecasts on WNS, AI
FDS
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Capgemini’s full-year 2025 revenue was €22,465 million, up 1.7% year-on-year (3.4% constant-currency), topping guidance.
- Fourth-quarter sales rose 10.6%, driven by acquisitions of WNS and Cloud4C, lifting bookings to €24.4 billion with a book-to-bill near 1.08.
- Generative and agentic AI projects made up over 10% of group bookings in Q4, about double the share earlier in the year.
- For 2026, Capgemini forecasts revenue growth of 6.5–8.5% and operating margins of 13.6–13.8%, with roughly 4.5–5 ppt of growth from acquisitions.
Feb 13, 2026, 7:58 AM
Ahold Delhaize posts sales growth, plans €1 bn buyback
FDS
Earnings
Share Buyback
Guidance Update
- Ahold Delhaize reported 2025 net sales of €92.35 bn and underlying operating income of €3.73 bn.
- Full-year online sales reached €10.27 bn (up ~11%), with Q4 online growth in the low double digits.
- Diluted underlying EPS was €2.67 for 2025 and €0.73 in Q4, a 6.1% YoY increase.
- Q4 operating profit rose 48% YoY to €899 m, with an underlying margin of 4.2%.
- For 2026, the company forecasts a ~4% underlying margin, mid-to-high-single-digit EPS growth, at least €2.3 bn of free cash flow, a 6% dividend increase and a €1 bn buyback.
Feb 11, 2026, 7:17 AM
Quarterly earnings call transcripts for FACTSET RESEARCH SYSTEMS.
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