Factset Research Systems (FDS) EBITDA (2009 - 2026)
Factset Research Systems (FDS) posted EBITDA of $212.17 million for fiscal Q3 2026 (quarter ended May 31, 2026), down 9.7% from $235 million a year earlier and down 7.2% from the prior quarter.
Factset Research Systems (FDS) EBITDA (2009 - 2026) Analysis & Trends
For the trailing twelve months through May 31, 2026, EBITDA at Factset Research Systems was $897.08 million, up 5.8% year-over-year; for FY2025 (ended Aug 31, 2025), it was $905.99 million, up 9.6% from FY2024.
- Annual EBITDA has increased for five consecutive fiscal years, with a five-year compound annual growth rate of 12.7% (FY2020 to FY2025).
- In prior fiscal years, Factset Research Systems' EBITDA was $826.49 million in FY2024 (+12.5%), $734.59 million in FY2023 (+30.7%), $562.17 million in FY2022 (+4.4%) and $538.52 million in FY2021 (+8.3%).
- The fiscal Q3 2026 figure stands as the lowest quarterly EBITDA since fiscal Q4 2024.
- On a year-over-year basis, EBITDA increased in six of the last eight quarters, with growth averaging 7.0%.
- The strongest year-over-year quarter for EBITDA in the past five years was fiscal Q3 2023, with growth of 59.3%; the weakest was fiscal Q4 2023, with a decline of 10.0%.
- According to Business Quant data, EBITDA for the three prior fiscal quarters was $228.65 million (Q2 2026), $236.22 million (Q1 2026) and $220.04 million (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 116.73 Bn | 112.33 Bn | 2.98 Bn | 2.12 Bn |
| 2 | Moodys | 79.69 Bn | 72.12 Bn | 1.67 Bn | 1.17 Bn |
| 3 | Msci | 39.48 Bn | 37.82 Bn | 717.10 Mn | 537.50 Mn |
| 4 | Verisk Analytics | 21.83 Bn | 16.47 Bn | 572.90 Mn | 444.30 Mn |
| 5 | Equifax | 17.14 Bn | 16.54 Bn | 926.40 Mn | 505.60 Mn |
| 6 | TransUnion | 12.68 Bn | 9.66 Bn | - | 418.50 Mn |
| 7 | Factset Research Systems | 9.57 Bn | 8.33 Bn | 310.73 Mn | 212.17 Mn |
| 8 | Morningstar | 7.19 Bn | 5.09 Bn | 423.90 Mn | 214.10 Mn |
| 9 | Mastercard | 494.77 Bn | 454.69 Bn | - | 6.59 Bn |
| 10 | Cme | 94.58 Bn | 94.58 Bn | - | 1.19 Bn |
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 212.17 Mn |
| Feb 28, 2026 | 228.65 Mn |
| Nov 30, 2025 | 236.22 Mn |
| Aug 31, 2025 | 220.04 Mn |
| May 31, 2025 | 235.00 Mn |
| Feb 28, 2025 | 223.90 Mn |
| Nov 30, 2024 | 227.05 Mn |
| Aug 31, 2024 | 161.89 Mn |
| May 31, 2024 | 234.96 Mn |
| Feb 29, 2024 | 213.52 Mn |
| Nov 30, 2023 | 216.11 Mn |
| Aug 31, 2023 | 142.81 Mn |
| May 31, 2023 | 198.43 Mn |
| Feb 28, 2023 | 195.46 Mn |
| Nov 30, 2022 | 197.89 Mn |
| Aug 31, 2022 | 158.73 Mn |
| May 31, 2022 | 124.60 Mn |
| Feb 28, 2022 | 138.97 Mn |
| Nov 30, 2021 | 139.87 Mn |
| Aug 31, 2021 | 135.47 Mn |
Factset Research Systems EBITDA API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=ebitda&ticker=FDS&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "ebitda", "ticker": "FDS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=ebitda&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();