FactSet Research (FDS) Beats Q2 Earnings and Revenue Estimates

Core Viewpoint - FactSet Research reported quarterly earnings of $4.46 per share, exceeding the Zacks Consensus Estimate of $4.37 per share, and showing an increase from $4.28 per share a year ago, indicating a positive earnings surprise of +2.03% [1] Financial Performance - The company achieved revenues of $611.02 million for the quarter ended February 2026, surpassing the Zacks Consensus Estimate by 0.99% and reflecting a year-over-year increase from $570.66 million [2] - Over the last four quarters, FactSet has exceeded consensus EPS estimates two times and topped consensus revenue estimates four times [2] Stock Performance and Outlook - FactSet shares have declined approximately 29.5% year-to-date, compared to a 7.3% decline in the S&P 500 [3] - The future performance of the stock will largely depend on management's commentary during the earnings call and the earnings outlook for upcoming quarters [4][6] Earnings Estimates - The current consensus EPS estimate for the next quarter is $4.44, with expected revenues of $612.58 million, and for the current fiscal year, the EPS estimate is $17.42 on revenues of $2.45 billion [7] Industry Context - The Business - Information Services industry, to which FactSet belongs, is currently ranked in the top 22% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]