other material
confidence high
sentiment neutral
materiality 0.50
FactSet reaffirms FY2027 guidance; targets ~6% organic revenue CAGR and 36%+ adjusted margin by FY2029
FACTSET RESEARCH SYSTEMS INC
- FY2027 reaffirmed: organic ASV growth 5.0%-6.5%, revenue $2.600B-$2.625B, adjusted operating margin 34.75%-35.25%, adjusted diluted EPS $19.25-$19.65.
- FY2027 GAAP outlook: operating margin 31.0%-32.0% and diluted EPS $17.00-$17.50.
- Medium-term FY2029 targets: organic revenue CAGR ~6%, adjusted operating margin at least 36%, adjusted diluted EPS CAGR ~10%, FCF conversion >90% of adjusted net income.
- CEO Sanoke Viswanathan cited a "generational opportunity" to become the "world's most trusted financial intelligence platform" via connected data, analytics and AI workflows.
- Investor Day presenters included Chief AI Officer Kate Stepp, CTO Bob Stolte, CRO Goran Skoko and CFO Josh Warren.