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HomeBusinessFactSet Reports Strong Q4 Results, But 2025 Earnings Guidance Disappoints

FactSet Reports Strong Q4 Results, But 2025 Earnings Guidance Disappoints

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FactSet Research Systems Inc. (NYSE:FDS) shares rose more than 3% pre-market today after the company posted stronger-than-expected fourth-quarter results, but issued fiscal 2025 earnings guidance that fell short of analyst estimates.
The financial data and analytics firm reported adjusted earnings per share of $3.74 for the quarter ending August 31, surpassing the Street forecast of $3.62. Revenue grew by 4.9% year-over-year to $562.2 million, also beating expectations of $546.76 million.
Despite these positive results, FactSet’s fiscal 2025 earnings guidance of $16.80-$17.40 per share disappointed Wall Street, which had forecast $17.36. The company’s full-year revenue outlook of $2.29-$2.31 billion was in line with the Street estimate of $2.30 billion.
FactSet’s organic revenue grew by 5% year-over-year in the fourth quarter, with its annual subscription value plus professional services increasing 4.8% organically to $2.27 billion.
The company’s adjusted operating margin improved to 35.8%, up from 33.4% a year earlier, primarily due to reduced compensation costs. FactSet ended the quarter with 8,217 clients, a 3.7% increase from the prior year.
Looking ahead, FactSet projects organic annual subscription value growth of 4-6% for the full 2025-year.

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