Earnings summaries and quarterly performance for FACTSET RESEARCH SYSTEMS.
Executive leadership at FACTSET RESEARCH SYSTEMS.
Sanoke Viswanathan
Chief Executive Officer
Christopher McLoughlin
Executive Vice President, Chief Legal Officer and Corporate Secretary
Goran Skoko
Executive Vice President, Chief Revenue Officer
Helen Shan
Executive Vice President, Chief Financial Officer
Katherine Stepp
Executive Vice President, Chief Technology Officer
Board of directors at FACTSET RESEARCH SYSTEMS.
Barak Eilam
Director
Elisha Wiesel
Director
James McGonigle
Lead Independent Director
Laurie Hylton
Director
Laurie Siegel
Director
Lee Shavel
Director
Malcolm Frank
Chair of the Board
Maria Teresa Tejada
Director
Robin Abrams
Director
Siew Kai Choy
Director
Research analysts who have asked questions during FACTSET RESEARCH SYSTEMS earnings calls.
Shlomo Rosenbaum
Stifel, Nicolaus & Company, Incorporated
11 questions for FDS
Alex Kramm
UBS Group AG
10 questions for FDS
Jason Haas
Wells Fargo
10 questions for FDS
Surinder Thind
Jefferies Financial Group
10 questions for FDS
Toni Kaplan
Morgan Stanley
10 questions for FDS
Faiza Alwy
Deutsche Bank
9 questions for FDS
Scott Wurtzel
Wolfe Research
9 questions for FDS
Ashish Sabadra
RBC Capital Markets
8 questions for FDS
Craig Huber
Huber Research Partners
8 questions for FDS
George Tong
Goldman Sachs
8 questions for FDS
Kelsey Zhu
Autonomous Research
8 questions for FDS
Manav Patnaik
Barclays
8 questions for FDS
Andrew Nicholas
William Blair & Company
7 questions for FDS
David Motemaden
Evercore ISI
5 questions for FDS
Jeffrey Silber
BMO Capital Markets
5 questions for FDS
Owen Lau
Oppenheimer & Co. Inc.
3 questions for FDS
Peter Knudsen
Evercore ISI
3 questions for FDS
Brendan Popson
Barclays
2 questions for FDS
Kwun Sum Lau
Oppenheimer
2 questions for FDS
Russell Quelch
Redburn Atlantic
2 questions for FDS
Tom Raska
William Blair
2 questions for FDS
Keen Fai Tong
Goldman Sachs Group Inc.
1 question for FDS
Ryan Griffin
BMO Capital Markets
1 question for FDS
Shlomo Rosenbaum
Stifel Financial Corp.
1 question for FDS
Recent press releases and 8-K filings for FDS.
- 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
- 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.
- 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.
- 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.
- 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).
- 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.
- 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.
- 2025 total revenue rose to $58.74 billion, with after-tax profit at $10.23 billion; oncology comprised 44% of product sales
- 2026 guidance expects mid- to high-single-digit revenue growth at constant exchange rates and low double-digit core EPS growth; reaffirmed $80 billion 2030 revenue ambition
- Completed a U.S. listing on Feb. 2 while maintaining its primary London listing
- Board increased 2025 dividend to $3.20 per share, including a $2.17 second interim dividend, up from $3.10 a year earlier
- Regional performance: emerging markets ex-China revenue up 22%, U.S. sales +10%, EU revenue +1% at constant currency
- US$750 million capital raise via placing 65.05 million H shares at HK$45.05 (9% discount) and issuing Rmb2.6 billion zero-coupon convertible bonds due 2027 convertible at HK$49.56, to fund lithium projects, mine acquisitions, working capital and general corporate purposes
- Plans to dispose up to 3.565–3.57 million Class A SQM shares (1.25% of SQM) within a year; has sold 748,490 Class B shares since Dec. 26, 2025, retaining approx. 62.56–62.6 million Class A shares (21.9% stake)
- Board granted management a one-year mandate to time and structure disposals below thresholds requiring shareholder approval under Hong Kong and Shenzhen listing rules
- Bloomberg reports board may be authorized to fully exit its SQM holding, signaling a potential complete divestment
- Hong Kong trading was halted and Shenzhen-listed shares fell following the announcements
- Ericsson reported adjusted EBIT of SEK 12.3 bn and net sales of SEK 69.3 bn in Q4, a roughly 21% beat versus forecasts.
- The company raised its annual dividend to SEK 3.00 from SEK 2.85.
- Ericsson unveiled its first-ever SEK 15 bn share buyback program, to run from post-Q1 2026 through 2027.
- Management attributed the larger payout to a stronger cash position driven by cost cuts and the sale of Iconectiv amid ongoing restructuring.
Quarterly earnings call transcripts for FACTSET RESEARCH SYSTEMS.
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