Financial data provider FactSet (NYSE: FDS) will be reporting earnings this Tuesday morning. Here’s what you need to know.
FactSet beat analysts’ revenue expectations last quarter, reporting revenues of $607.6 million, up 6.9% year on year. It was a mixed quarter for the company, with but full-year EPS guidance slightly missing analysts’ expectations.
Is FactSet a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting FactSet’s revenue to grow 5.9% year on year, improving from the 4.5% increase it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. FactSet has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at FactSet’s peers in the capital markets segment, only Jefferies has reported results so far. It exceeded analysts’ revenue estimates, delivering year-on-year sales growth of 26.6%. The stock price was unchanged following the results.
Read our full analysis of Jefferies’s earnings results here.Late 2025's AI disruption anxiety drove a defensive rotation, but by spring 2026 the US-Iran conflict had become the dominant story, proving that markets rarely dwell on one narrative for long. While some of the capital markets stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 7.9% on average over the last month. FactSet is down 9.2% during the same time and is heading into earnings with an average analyst price target of $275.06 (compared to the current share price of $199.69).
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