FDS Earnings Prediction
The chart below shows how FDS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, FDS sees a +0.32% change in stock price 10 days leading up to the earnings, and a -0.40% change 10 days following the report. On the earnings day itself, the stock moves by -0.93%. This data can give you a slight idea of what to expect for the next quarter's release.
FDS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
568.67M
4.88%
1.15%
Gross Margin
54.49%
1.68%
0.78%
Operating Margin
34.25%
-0.93%
47.19%
Net Margin
26.38%
-3.72%
65.70%
EPS
3.89
1.30%
67.67%
No Data Available
FDS Earnings Analysis
Factset Research Systems Corporation (FDS.N) Earnings Conference Call
Positive
Strong Operating Performance: FactSet's first quarter 2025 saw a solid operating performance with organic ASV growth of 4.5% year-over-year, delivering an adjusted operating margin of 37.6%.
EPS Growth Achievement: The company achieved adjusted diluted EPS of $4.37, reflecting a 6.1% increase compared to the prior year period.
Client Retention and Growth: Client retention remained strong at over 91%, with a client base growth to almost 8,250, driven by continued expansion within wealth management.
Americas Organic Revenue Growth: In the Americas, organic revenue grew by 5%, supported by significant wealth wins in Q1 last year.
Revenue Increase Analysis: FactSet's GAAP revenue increased by 4.9% to $569 million, with organic revenue rising by 4.7% to $568 million, driven by sales to wealth firms and asset owners.
Negative
Organic ASV Growth: Q1 organic ASV increased $3.4 million or 4.5% growth in a quarter that is seasonally our lowest.
Operating Expenses Increase: GAAP operating expenses increased 6.8% year over year to $377 million, driven by the amortization of intangible assets, compensation-related expenses, and professional fees.
Operating Margin Decline: GAAP operating margin decreased by approximately 120 basis points to 33.6%, largely due to one-time items.
Free Cash Flow Decline: Free cash flow decreased 56% year over year to $60 million in Q1, largely due to the resolution of a sales tax dispute, timing of vendor payments, and higher capital expenditures during the quarter.
Tax Rate Increase Analysis: Our effective tax rate in Q1 was 16.5%, an increase compared to the 15.2% tax rate in the first quarter of last year, primarily due to the revaluation of a foreign deferred tax asset associated with a tax rate change.
FDS FAQs
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FDS Earning Call Sentiment
FactSet Research Systems Inc. (FDS) Q1 2025 Earnings Call Transcript
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FDS.N
-0.02%Positive
The earnings call summary and Q&A indicate a generally positive sentiment. The company reported revenue growth, increased adjusted EPS, and strong performance in key segments like wealth and hedge funds. The strategic investment in generative AI and solid pipeline are promising. Despite some margin compression and flat client budgets, the company shows momentum in ASV growth and client retention. Share repurchases and debt reduction also contribute positively. Overall, the positive aspects outweigh the negatives, leading to a prediction of a positive stock price movement (2% to 8%) over the next two weeks.
