FactSet (FDS) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - FactSet Research (FDS) reported revenue of $570.66 million for the quarter ended February 2025, reflecting a year-over-year increase of 4.5$4.28, slightly up from $4.22 in the same quarter last year, with an EPS surprise of +2.15$4.19 [1] Financial Performance Metrics - Total Annual Subscription Value (ASV) reached $2.31 billion, exceeding the average estimate of$2.30 billion [4] - Total Users stood at 219,141, slightly below the average estimate of 221,880 [4] - Total Clients increased to 8,645, surpassing the average estimate of 8,325 [4] - ASV from domestic clients was $1.50 billion, above the average estimate of$1.48 billion [4] - ASV from international clients was $805 million, slightly below the average estimate of$811.93 million [4] - ASV from buy-side clients was 82.3%, marginally above the estimated 82.2% [4] - ASV from sell-side clients was 17.7%, below the estimated 17.9% [4] Revenue Breakdown - Revenues from US clients were $369.7 million, exceeding the average estimate of$369.19 million, with a year-over-year change of +4.9% [4] - Revenues from international clients were $201 million, slightly below the average estimate of$201.57 million, reflecting a +4% year-over-year change [4] - Revenues from clients in EMEA were $143.40 million, close to the average estimate of$144.53 million, with a +3% year-over-year change [4] - Revenues from clients in the Asia Pacific region were $57.60 million, above the average estimate of$57.33 million, representing a +6.5% year-over-year change [4] Stock Performance - FactSet shares have returned -6% over the past month, compared to a -7.5% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]