Factset Research Systems (FDS) EBITDA (2009 - 2026)
Factset Research Systems' (FDS) quarterly EBITDA came in at $166.3 million in Q2 2026, down 14.35% on a YoY basis from $194.2 million in Q2 2025, and down 10.09% quarter-over-quarter from $185.0 million in Q1 2026.
Analysis
Factset Research Systems (FDS) EBITDA (2009 - 2026) Analysis & Trends
Factset Research Systems (FDS) has reported EBITDA for 18 consecutive years, with $166.3 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, EBITDA fell 14.35% year-over-year to $166.3 million; the trailing twelve-month figure through May 2026 stood at $720.7 million (up 3.12% YoY), and the FY2025 full-year result was $748.3 million, up 6.7% from the prior year.
- EBITDA retreated to $166.3 million in Q2 2026 per FDS's latest filing, from $185.0 million in the prior quarter.
- Across five years, EBITDA topped out at $202.5 million in Q2 2024 and bottomed at $97.3 million in Q2 2022.
- Historically, EBITDA has averaged $165.3 million across 5 years, with a median of $174.6 million in 2023.
- The sharpest annual moves came in 2022 and 2023: EBITDA slipped 17.37% in 2022, then soared 76.81% in 2023.
- Over 5 years, EBITDA stood at $171.9 million in 2022, then rose by 9.97% to $189.0 million in 2023, then gained by 1.21% to $191.3 million in 2024, then increased by 0.38% to $192.1 million in 2025, then decreased by 13.42% to $166.3 million in 2026.
- According to Business Quant data, EBITDA over the past three periods registered $166.3 million, $185.0 million, and $192.1 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 130.73 Bn | 131.62 Bn | 2.98 Bn | 1.84 Bn |
| 2 | Moodys | 85.51 Bn | 84.15 Bn | 1.67 Bn | 1.05 Bn |
| 3 | Msci | 41.67 Bn | 41.32 Bn | 717.10 Mn | 493.70 Mn |
| 4 | Verisk Analytics | 24.18 Bn | 23.63 Bn | 572.90 Mn | 363.70 Mn |
| 5 | Factset Research Systems | 10.80 Bn | 10.50 Bn | 310.73 Mn | 166.30 Mn |
| 6 | Morningstar | 7.86 Bn | 7.33 Bn | 423.90 Mn | 193.30 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 166.30 Mn |
| Feb 28, 2026 | 184.96 Mn |
| Nov 30, 2025 | 192.07 Mn |
| Aug 31, 2025 | 177.32 Mn |
| May 31, 2025 | 194.16 Mn |
| Feb 28, 2025 | 185.49 Mn |
| Nov 30, 2024 | 191.34 Mn |
| Aug 31, 2024 | 127.86 Mn |
| May 31, 2024 | 202.46 Mn |
| Feb 29, 2024 | 181.94 Mn |
| Nov 30, 2023 | 189.04 Mn |
| Aug 31, 2023 | 116.10 Mn |
| May 31, 2023 | 171.96 Mn |
| Feb 28, 2023 | 169.25 Mn |
| Nov 30, 2022 | 171.90 Mn |
| Aug 31, 2022 | 132.22 Mn |
| May 31, 2022 | 97.25 Mn |
| Feb 28, 2022 | 123.35 Mn |
| Nov 30, 2021 | 122.66 Mn |
| Aug 31, 2021 | 119.18 Mn |