FactSet Research Systems Q2 Earnings Call Highlights

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MarketBeat

Tue, March 31, 2026 astatine 11:08 AM CDT 7 min read

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Financials and guidance: Organic ASV roseate 6.7% to $2.45B, gross was $611M (+7.1%) and adjusted EPS was $4.46 (+4%); FactSet raised fiscal‑2026 ASV, gross and EPS guidance portion maintaining its operating borderline range.
AI drives merchandise traction and productivity: Management said AI is some a request operator and ratio lever—MCP has 120+ clients with rapidly rising API volumes, AI coding assistants relationship for astir 20% of palmy codification commits, and the institution has already captured implicit fractional of its targeted 100 bps productivity gain.
Commercial momentum and buybacks: FactSet added 98 nett caller clients (9,101 total), users exceeded 241,000 with 91% lawsuit retention and ASV retention >95%, cross‑sell improved among apical clients, and buybacks accelerated (~652k shares for $163M successful Q2; >$300M YTD with ~ $700M remaining authorization).
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FactSet Research Systems (NYSE:FDS) reported second-quarter fiscal 2026 results that absorption said reflected accelerating maturation crossed geographies and lawsuit types, alongside ongoing concern successful exertion and productivity initiatives tied to artificial intelligence.

On the company’s net call, CEO Sanoke Viswanathan said yearly subscription worth (ASV) maturation accelerated for the 4th consecutive quarter. Organic ASV accrued 6.7% to $2.45 billion, portion adjusted operating borderline was 35% and adjusted diluted EPS roseate 4% twelvemonth implicit twelvemonth to $4.46. CFO Helen Shan reported gross of $611 million, up 7.1% twelvemonth implicit twelvemonth (6.8% organic, excluding overseas speech and M&A impacts).

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FactSet Research Systems Falls Into The Buy Zone

Shan said integrated ASV maturation was “balanced crossed each regions” and driven by lawsuit expansion, caller concern wins, and higher pricing seizure from FactSet’s yearly terms summation successful the Americas.

Americas: Organic ASV grew 7%, up from 6% successful the anterior quarter, with spot successful plus absorption driven by trading and middle-office solutions. Dealmakers benefited from competitory displacements successful banking and uplift from sell-side probe renewals, portion caller logos were “powered by hedge funds and corporates,” according to Shan.
EMEA: Organic ASV grew 4%, matching Q1. Shan cited a competitory managed services win, higher request for information solutions successful wealth, and a ample banking renewal that included Pitch Creator and the company’s caller MCP solution. She noted softness with plus owners, “partly owed to pension betterment successful the Netherlands.”
Asia-Pacific: Organic ASV accelerated to 10% from 8% past quarter, driven by improved request from plus managers and hedge funds for middle-office and trading solutions, positive stronger banking retention.