Factset Research Systems (FDS) EBITDA Margin (2009 - 2026)
Factset Research Systems' (FDS) quarterly EBITDA Margin came in at 26.7% in Q2 2026, down 646.0% YoY from 4.89% in Q2 2025, and down 11.81% on a QoQ basis from 30.27% in Q1 2026.
Factset Research Systems (FDS) EBITDA Margin (2009 - 2026) Analysis & Trends
Factset Research Systems (FDS) has 18 years of EBITDA Margin data on file, last reported at 26.7% in Q2 2026.
- Quarterly EBITDA Margin fell 646.0% year-over-year to 26.7% in Q2 2026, while the trailing twelve-month figure through May 2026 was 29.55% (down 100.0% YoY) and the FY2025 annual result came in at 32.23%, up 40.0% from the prior year.
- EBITDA Margin declined to 26.7% in Q2 2026, from 30.27% in the prior quarter.
- In the past five years, EBITDA Margin ranged from a high of 36.63% in Q2 2024 to a low of 19.9% in Q2 2022.
- A 5-year average of 30.07% and a median of 32.03% in 2023 frame the typical range for EBITDA Margin.
- Annual changes were most pronounced in 2022 — EBITDA Margin slumped 956 bps — and 2023, when it surged 1256 bps.
- Tracing FDS's EBITDA Margin over 5 years: stood at 34.05% in 2022, then rose by 2 bps to 34.86% in 2023, then dropped by 3 bps to 33.65% in 2024, then fell by 6 bps to 31.61% in 2025, then declined by 16 bps to 26.7% in 2026.
- The last three EBITDA Margin figures came in at 26.7% (Q2 2026), 30.27% (Q1 2026), and 31.61% (Q4 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 127.63 Bn | 123.49 Bn | 2.98 Bn | 44.48% |
| 2 | Cme | 98.59 Bn | 98.59 Bn | 1.65 Bn | 66.54% |
| 3 | Intercontinental Exchange | 90.85 Bn | 88.90 Bn | - | 38.52% |
| 4 | Moodys | 87.35 Bn | 85.85 Bn | 1.67 Bn | 47.87% |
| 5 | Nasdaq | 55.51 Bn | 54.79 Bn | 1.50 Bn | 28.12% |
| 6 | Coinbase Global | 49.58 Bn | 40.79 Bn | 1.16 Bn | -9.30% |
| 7 | Msci | 41.22 Bn | 40.86 Bn | 717.10 Mn | 56.94% |
| 8 | Cboe Global Markets | 31.03 Bn | 28.64 Bn | 731.60 Mn | 33.77% |
| 9 | TransUnion | 16.42 Bn | 15.58 Bn | 765.00 Mn | 19.70% |
| 10 | Factset Research Systems | 10.78 Bn | 10.47 Bn | 310.73 Mn | 26.70% |
Historic Data
Download Data| Date | Value |
|---|---|
| May 31, 2026 | 26.70% |
| Feb 28, 2026 | 30.27% |
| Nov 30, 2025 | 31.61% |
| Aug 31, 2025 | 29.71% |
| May 31, 2025 | 33.16% |
| Feb 28, 2025 | 32.50% |
| Nov 30, 2024 | 33.65% |
| Aug 31, 2024 | 22.74% |
| May 31, 2024 | 36.63% |
| Feb 29, 2024 | 33.33% |
| Nov 30, 2023 | 34.86% |
| Aug 31, 2023 | 21.67% |
| May 31, 2023 | 32.46% |
| Feb 28, 2023 | 32.86% |
| Nov 30, 2022 | 34.05% |
| Aug 31, 2022 | 26.48% |
| May 31, 2022 | 19.90% |
| Feb 28, 2022 | 28.61% |
| Nov 30, 2021 | 28.88% |
| Aug 31, 2021 | 28.93% |