earnings
confidence high
sentiment neutral
materiality 0.55
FactSet Q2 revenue $570.7M (+4.5% YoY); adjusted EPS $4.28 (+1.4%), guidance narrowed
FACTSET RESEARCH SYSTEMS INC
2025-Q2 EPS
reported $7.66
vs consensus $4.34
▲ beat
(+76.6%)
- GAAP diluted EPS $3.76, up 3.0% YoY; adjusted diluted EPS $4.28, up 1.4% YoY.
- Organic ASV $2,276.2M at Feb 28, 2025, up 4.1% YoY ($90.7M); sequential increase of $19.6M.
- GAAP operating margin 32.5% (down ~80bps); adjusted operating margin 37.3% (down 100bps) due to higher tech expenses.
- Fiscal 2025 guidance: organic ASV growth $100M-$130M (4.4%-5.8%); GAAP revenue $2,305M-$2,325M; adjusted EPS $16.80-$17.40.
- Free cash flow $150.2M, up 23.3% YoY; quarterly dividend $1.04/share paid March 20, 2025.