Factset Research Systems FDS
NYSE FDS
$263.19 -15.98 (-5.73%)
As of: Sep 10, 2026 · 3:59 PM EDT

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% on a YoY basis from 4.89% in Q2 2025, and down 11.81% quarter-over-quarter from 30.27% in Q1 2026.

Analysis

Factset Research Systems (FDS) EBITDA Margin (2009 - 2026) Analysis & Trends

Factset Research Systems (FDS) has reported EBITDA Margin for 18 consecutive years, with 26.7% the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, EBITDA Margin fell 646.0% year-over-year to 26.7%; the trailing twelve-month figure through May 2026 stood at 29.55% (down 100.0% YoY), and the FY2025 full-year result was 32.23%, up 40.0% from the prior year.
  • EBITDA Margin slipped to 26.7% in Q2 2026 per FDS's latest filing, from 30.27% in the prior quarter.
  • Across five years, EBITDA Margin topped out at 36.63% in Q2 2024 and bottomed at 19.9% in Q2 2022.
  • Historically, EBITDA Margin has averaged 30.07% across 5 years, with a median of 32.03% in 2023.
  • The sharpest annual moves came in 2022 and 2023: EBITDA Margin tumbled 956 bps in 2022, then soared 1256 bps in 2023.
  • Over 5 years, EBITDA Margin stood at 34.05% in 2022, then advanced by 2 bps to 34.86% in 2023, then fell by 3 bps to 33.65% in 2024, then decreased by 6 bps to 31.61% in 2025, then retreated by 16 bps to 26.7% in 2026.
  • According to Business Quant data, EBITDA Margin over the past three periods registered 26.7%, 30.27%, and 31.61% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBITDA Margin (Qtr)
1 S&P Global 121.34 Bn 117.20 Bn 2.98 Bn 44.48%
2 Moodys 81.34 Bn 79.84 Bn 1.67 Bn 47.87%
3 Msci 39.85 Bn 39.49 Bn 717.10 Mn 56.94%
4 Verisk Analytics 22.97 Bn 22.42 Bn 572.90 Mn 45.11%
5 Factset Research Systems 9.48 Bn 9.17 Bn 310.73 Mn 26.70%
6 Morningstar 7.30 Bn 6.77 Bn 423.90 Mn 29.15%
Historic Data

Historic Data

Download Data
DateValue
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%