Financial data provider FactSet (NYSE: FDS) announced better-than-expected revenue in Q1 CY2026, with sales up 7.1% year on year to $611 million. The company expects the full year’s revenue to be around $2.46 billion, close to analysts’ estimates. Its non-GAAP profit of $4.46 per share was 1.9% above analysts’ consensus estimates.
Is now the time to buy FactSet? Find out by accessing our full research report, it’s free.
FactSet (FDS) Q1 CY2026 Highlights:
- Revenue: $611 million vs analyst estimates of $604.2 million (7.1% year-on-year growth, 1.1% beat)
- Pre-tax Profit: $161.1 million (26.4% margin)
- Adjusted EPS: $4.46 vs analyst estimates of $4.38 (1.9% beat)
- The company lifted its revenue guidance for the full year to $2.46 billion at the midpoint from $2.44 billion, a 1% increase
- Management raised its full-year Adjusted EPS guidance to $17.50 at the midpoint, a 1.4% increase
- Market Capitalization: $7.59 billion
Company Overview
Founded in 1978 when financial data was still primarily delivered through paper reports, FactSet (NYSE: FDS) provides financial data, analytics, and technology solutions that investment professionals use to research, analyze, and manage their portfolios.
Revenue Growth
A company’s long-term sales performance can indicate its overall quality. Any business can have short-term success, but a top-tier one grows for years. Thankfully, FactSet’s 9.3% annualized revenue growth over the last five years was decent. Its growth was slightly above the average financials company and shows its offerings resonate with customers.
We at StockStory place the most emphasis on long-term growth, but within financials, a half-decade historical view may miss recent interest rate changes, market returns, and industry trends. FactSet’s recent performance shows its demand has slowed as its annualized revenue growth of 5.6% over the last two years was below its five-year trend. We’re wary when companies in the sector see decelerations in revenue growth, as it could signal changing consumer tastes aided by low switching costs. 
Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
This quarter, FactSet reported year-on-year revenue growth of 7.1%, and its $611 million of revenue exceeded Wall Street’s estimates by 1.1%.
ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable.
These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.
Key Takeaways from FactSet’s Q1 Results
It was good to see FactSet narrowly top analysts’ revenue and EPS expectations this quarter. That the company raised full-year guidance was also a great sign. Zooming out, we think this was a very good quarter. The stock traded up 7.4% to $219.60 immediately following the results.
Is FactSet an attractive investment opportunity right now? What happened in the latest quarter matters, but not as much as longer-term business quality and valuation, when deciding whether to invest in this stock. We cover that in our actionable full research report which you can read here (it’s free).
