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Screener / SEC EDGAR /CIK 0001013237 /10-K filed Oct 20, 2026, compared with Oct 22, 2025 /Numbers from the XBRL of the 10-Ks
Financials peers:
HOODCPAYFDSMSCIJKHYERIE
NYSE Financials · Internet & Software Services

FactSet FDS

FDS quote by TradingView

FactSet Research Systems Inc. and its wholly-owned subsidiaries ("we," "our," "us," the "Company" or "FactSet") was founded in 1978 and has been publicly traded since June 1996. 10-K, Item 1

Employees
8,652
Headquarters
Norwalk, CT
CEO
Sanoke Viswanathan
Next results
around Dec 17, 2026
Compare with peers Embed

Where each dollar of revenue went, FY2026

Revenue of $2.5B through the costs to a net profit of $533.5M · income statement of the 10-K

28% operating margin
Revenue to Gross profit: $1.3BRevenue to Cost of revenue: $1.2BGross profit to Operating profit: $700.0MGross profit to Operating expenses: $553.2MOperating profit to Net profit: $533.5MOperating profit to Tax & other: $166.5MOperating expenses to R&D: $346.1MOperating expenses to Sales, admin & other: $207.1M Revenue: $2.5B REVENUE $2.5B +7% Y/Y Gross profit: $1.3B · 51% margin GROSS PROFIT $1.3B 51% margin Cost of revenue: $1.2B · 49% of revenue COST OF REVENUE $1.2B 49% of revenue Operating profit: $700.0M · 28% margin OPERATING PROFIT $700.0M 28% margin · −6% Y/Y Operating expenses: $553.2M · 22% of revenue OPERATING EXPENSES $553.2M 22% of revenue Net profit: $533.5M · 22% margin NET PROFIT $533.5M 22% margin · −11% Y/Y Tax & other: $166.5M · 7% of revenue TAX & OTHER $166.5M 7% of revenue R&D: $346.1M · 14% of revenue R&D $346.1M 14% of revenue Sales, admin & other: $207.1M · 8% of revenue SALES, ADMIN & OTHER $207.1M 8% of revenue
Gross profit $1.3B 51% margin
Operating profit $700.0M 28% margin · −6% Y/Y
Net profit $533.5M 22% margin · −11% Y/Y
The full income statement, year by year

FDS among Financials peers

Six ratios from the latest 10-K. Each corner is the share of 75 peers the company is above, not a score.

Compare
Revenue growth: 6.7%, above 44% of 75 peers (their median 7.2%) REVENUE GROWTH 6.7% · above 44% Gross margin: 50.6%, above 38% of 8 peers (their median 57.7%) GROSS MARGIN 50.6% · above 38% Operating margin: 28.3%, above 56% of 27 peers (their median 25.3%) OPERATING MARGIN 28.3% · above 56% Net margin: 21.5%, above 53% of 75 peers (their median 20.1%) NET MARGIN 21.5% · above 53% FCF margin: 28.6%, above 71% of 48 peers (their median 21.4%) FCF MARGIN 28.6% · above 71% Return on capital: 17.0%, above 80% of 25 peers (their median 9.8%) RETURN ON CAPITAL 17.0% · above 80%
FDS Peer median Below the median

What changed

23 new risk paragraphs. 10-K filed Oct 20, 2026 against Oct 22, 2025.

Risk factors
23 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Accounting checks
10 other checks clear
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
2 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

10 checks on the latest 10-K. Checks, not verdicts.

How it works

0facts worth reading about all 10 checks found nothing to note

  • Receivables +10.3% vs revenue +6.7% (+3.7 pts)
  • Cash from operations $822.2M vs net income $533.5M (FY ending Aug 31, 2026)
  • Same auditor in both 10-Ks: Ernst & Young LLP
7 more checks with nothing to note
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • No longer listed: Valuation of Acquired Software Technology. Same as last year: Measurement of income tax provision
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

23 paragraphs in Risk Factors that were not in the 10-K filed Oct 22, 2025. Quoted as filed.

All 23 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Oct 22, 2025 10-K, ITEM 1A
    Cyber-attacks continue to evolve in sophistication, frequency and volume, including as threat actors exploit generative and agentic AI to discover and exploit vulnerabilities at unprecedented speed and scale, and may be difficult to detect for long periods of time. Our protective measures, and those of the third parties to which we are…
  2. Item 1A · new paragraph · not in the 10-K filed Oct 22, 2025 10-K, ITEM 1A
    We may be unable to secure data center capacity, power and computing resources on acceptable terms to meet our future needs Our business, and in particular our growth and our increasing use of AI, depends on access to data center capacity, power and computing resources, including specialized hardware, whether provided through our own…
  3. Item 1A · new paragraph · not in the 10-K filed Oct 22, 2025 10-K, ITEM 1A
    Advances in AI may enable our clients and other third parties to build their own solutions and may reduce demand for our products and services A significant portion of the value we provide derives from the interfaces, applications, workflows, analytics and connectivity through which we deliver data and functionality to our clients.…
  4. Item 1A · new paragraph · not in the 10-K filed Oct 22, 2025 10-K, ITEM 1A
    We depend on third-party vendors, partners and service providers, and disruptions to or failures by these third parties could adversely affect our business We rely on third-party vendors, partners and service providers for a range of critical functions, including cloud hosting and infrastructure, data and content, software,…

New risk paragraphs, against peers

Latest 10-K of each, Financials companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2023FY2024FY2025FY2026
Revenue$2.1B$2.2B$2.3B$2.5B
Net income$468.2M$537.1M$597.0M$533.5M
Operating cash flow$645.6M$700.3M$726.3M$822.2M
Free cash flow$584.8M$614.7M$617.5M$707.5M

Revenue, FY2017 to FY2026

Ten fiscal years, each from its own 10-K · XBRL · USD

$2.5B ▲ 6.7% in FY2026

FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings
New risks23 new paragraphs in Risk Factors in the new 10-K

About the company

FactSet, Norwalk, CT · from the 10-K filed Oct 20, 2026

FactSet Research Systems Inc. and its wholly-owned subsidiaries ("we," "our," "us," the "Company" or "FactSet") was founded in 1978 and has been publicly traded since June 1996. We are dual-listed on the New York Stock Exchange ("NYSE") and the Nasdaq Stock Market ("Nasdaq") under the symbol "FDS". FactSet has been a member of the S&P 500 since December 2021. FactSet is a global data and artificial intelligence ("AI") solutions provider to the financial markets with open and flexible technologies that deliver financial intelligence to finance professionals worldwide.

Headquarters
Norwalk, CT
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
August 31
Last results
Sep 30, 2026
Incorporated in
DE

Employees, at the top of the page: "As of August 31, 2026, we had 8,652 employees located in Asia Pacific, 2,373 in the Americas and 1,419 in EMEA" (10-K). Address and exchange: SEC's company file.

Email alerts

Sources

The 10-K filed Oct 20, 2026 (open at SEC), compared with the 10-K filed Oct 22, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/FDS/export.csv") into a cell.