FDS FactSet (FDS) Q2 FY26 earnings call
FactSet delivered strong Q2 FY26 results, marked by accelerating organic ASV growth for the fourth consecutive quarter, driven by robust client expansion and new business wins. The company is strategically investing in AI capabilities, data differentiation, and workflow integration, which is deepening client relationships and driving significant productivity gains. Management raised its full-year ASV, revenue, and EPS guidance, signaling confidence in continued momentum and the value of its foundational strengths in an AI-intensive financial environment.
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FDS operating KPIs by quarter
| KPI | This call Feb 2026 Q2 FY26 | May 2026 Q3 FY26 | Aug 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| ASV retention rate | 95%+Our overall ASV retention continued at over 95% in Q2.Source: earnings call transcript | 95%+ASV retention rates above 95% reflect the strength of our client relationships, those relationships fuel our ASV bookings growth that provides a line of sight into future revenue.Source: earnings call transcript | 95%+The impact of our commercial excellence initiative is clear with strong new business growth, continued ASV retention of over 95% and strong expansion.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.