FDS FactSet (FDS) Q4 FY26 earnings call
FactSet concluded a strong Q4 FY26 with record organic ASV growth, driven by successful AI product launches and strategic investments across banking, buy-side, and wealth management. The company is accelerating its business model shift towards flexible enterprise agreements and scaling productivity initiatives, leading to headcount reductions and improved operating leverage. While margins compressed in FY26 due to investments, management anticipates improvement in FY27, underpinned by a robust pipeline and differentiated AI strategy.
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FDS operating KPIs by quarter
| KPI | Feb 2026 Q2 FY26 | May 2026 Q3 FY26 | This call 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.