FactSet Research Systems
FDS
$290.63 4.20%
Exchange: NYSE | Sector: Financial Services | Industry: Financial Data Stock Exchanges
Q2 2025
Published: Apr 4, 2025

Earnings Highlights

  • Revenue of $570.66M up 4.5% year-over-year
  • EPS of $3.76 increased by 3% from previous year
  • Gross margin of 52.8%
  • Net income of 144.86M
  • "In the second quarter, we grew organic ASV 4.1% year-over-year, delivering adjusted operating margin of 37.3% and adjusted diluted EPS of $4.28." - Philip Snow (CEO)
FDS
Company FDS

Executive Summary

FactSet delivered a resilient QQ2 2025 performance characterized by core growth across multiple firm types and geographies, underpinned by ongoing investments in Generative AI (Gen AI) and data-centric solutions. Organic ASV (annualized subscription value) rose 4.1% year-over-year to support a GAAP revenue of $571 million and adjusted EPS of $4.28, with an adjusted operating margin of 37.3%. Management reaffirmed the 5% midpoint of organic ASV growth for the back-half of fiscal 2025 and narrowed the ASV growth guidance to a range roughly 4.4%–5.8% (top- and bottom-end adjustments of $10 million to $130 million). The quarter featured several strategic wins and product expansions, notably UBS’s wealth-management deal, and rapid progression of Gen AI products (Pitch Creator, Conversational API, and Portfolio Commentary), complemented by recent acquisitions Irwin and LiquidityBook that are driving cross-sell opportunities and shorter sales cycles. Net income amounted to $144.9 million, and free cash flow was $150.2 million, underscoring FactSet’s ability to translate pipeline momentum into cash generation while maintaining investment in its growth agenda. However, the company acknowledged FX price-inflation headwinds tied to CPI dynamics, ongoing integration costs from acquisitions, and a cautious macro backdrop that could introduce near-term variability in banking-related renewals. Overall, FactSet’s blend of market-leading data quality, enterprise-scale workflow solutions, and AI-enabled product suite positions it to sustain a mid-to-high single-digit revenue growth trajectory and expanding margin profile over the next 12–24 months.

Key Performance Indicators

Revenue
Increasing
570.66M
QoQ: 0.35% | YoY: 4.53%
Gross Profit
Increasing
301.06M
52.76% margin
QoQ: -2.85% | YoY: 3.53%
Operating Income
Decreasing
185.49M
QoQ: -3.05% | YoY: -3.77%
Net Income
Increasing
144.86M
QoQ: -3.44% | YoY: 2.78%
EPS
Increasing
3.81
QoQ: -3.54% | YoY: 2.97%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2025 570.66 3.76 +4.5% View
Q1 2025 568.67 3.89 +4.9% View
Q4 2024 562.19 2.32 +4.9% View
Q3 2024 552.71 4.09 +4.3% View
Q2 2024 545.95 3.65 +6.0% View