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FACTSET RESEARCH SYSTEMS (FDS)

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Earnings summaries and quarterly performance for FACTSET RESEARCH SYSTEMS.

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

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

Faiza Alwy

Deutsche Bank

9 questions for FDS

Also covers: ABM, ADV, ARMK +18 more
Scott Wurtzel

Scott Wurtzel

Wolfe Research

9 questions for FDS

Also covers: ADP, BR, CLVT +12 more
Ashish Sabadra

Ashish Sabadra

RBC Capital Markets

8 questions for FDS

Also covers: ADP, CBOE, CLVT +20 more
CH

Craig Huber

Huber Research Partners

8 questions for FDS

Also covers: CSGP, DNB, EFX +12 more
George Tong

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

David Motemaden

Evercore ISI

5 questions for FDS

Also covers: ACGL, AJG, ALL +16 more
Jeffrey Silber

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, PLMR
Brendan Popson

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.

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
20 hours ago
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.
1 day ago
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.
4 days ago
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.
7 days ago
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).
7 days ago
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
AstraZeneca posts 2025 profit, reiterates $80 billion goal
FDS
Earnings
Guidance Update
Dividends
  • 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
Feb 10, 2026, 7:21 AM
Tianqi Lithium plans SQM stake sell-down and $750M raise
FDS
Debt Issuance
Convertible Preferred Issuance
New Projects/Investments
  • 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
Feb 4, 2026, 3:57 AM
Ericsson raises dividend, launches SEK 15 bn buyback
FDS
Dividends
Share Buyback
  • 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.
Jan 23, 2026, 2:39 PM