Factset Research Systems (FDS) EBITDA Margin (2009 - 2026)
Factset Research Systems (FDS) recorded EBITDA Margin of 32.10% in fiscal Q4 2026 (quarter ended Aug 31, 2026), down 4.76 percentage points from 36.86% a year earlier and down 1.96 percentage points from the prior quarter.
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Analysis
Factset Research Systems (FDS) EBITDA Margin (2009 - 2026) Analysis & Trends
For FY2026 (ended Aug 31, 2026), Factset Research Systems reported EBITDA Margin of 35.57%, down 3.45 percentage points from FY2025.
- Annual EBITDA Margin has a five-year change of +1.73 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, EBITDA Margin came in at 39.02% in FY2025 (+1.51 pp), 37.52% in FY2024 (+2.29 pp), 35.22% in FY2023 (+4.74 pp) and 30.49% in FY2022 (-3.35 pp).
- The fiscal Q4 2026 figure is the lowest quarterly EBITDA Margin since fiscal Q4 2024.
- On a year-over-year basis, EBITDA Margin has declined for four consecutive quarters, with an average year-over-year change of -0.98 percentage points over the last eight quarters.
- Peak year-over-year performance for EBITDA Margin in the last five years was a gain of 11.96 percentage points in fiscal Q3 2023, against a drop of 8.27 percentage points in fiscal Q3 2022 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 34.06% (Q3 2026), 37.42% (Q2 2026) and 38.88% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Msci | 235.55 Bn | 234.03 Bn | 739.80 Mn | 62.30% |
| 2 | S&P Global | 137.22 Bn | 132.42 Bn | 2.64 Bn | 59.38% |
| 3 | Moodys | 88.04 Bn | 81.11 Bn | 1.50 Bn | 50.91% |
| 4 | Verisk Analytics | 26.17 Bn | 22.36 Bn | 567.00 Mn | 55.66% |
| 5 | Equifax | 22.05 Bn | 21.44 Bn | 940.10 Mn | 32.60% |
| 6 | TransUnion | 15.64 Bn | 12.48 Bn | - | 32.85% |
| 7 | Factset Research Systems | 11.49 Bn | 10.35 Bn | 308.40 Mn | 32.10% |
| 8 | Morningstar | 9.15 Bn | 7.04 Bn | 431.40 Mn | 32.81% |
| 9 | Mastercard | 570.55 Bn | 530.63 Bn | - | 70.44% |
| 10 | Cme | 110.48 Bn | 98.81 Bn | 359.20 Mn | 70.50% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 32.10% |
| May 31, 2026 | 34.06% |
| Feb 28, 2026 | 37.42% |
| Nov 30, 2025 | 38.88% |
| Aug 31, 2025 | 36.86% |
| May 31, 2025 | 40.14% |
| Feb 28, 2025 | 39.24% |
| Nov 30, 2024 | 39.93% |
| Aug 31, 2024 | 28.80% |
| May 31, 2024 | 42.51% |
| Feb 29, 2024 | 39.11% |
| Nov 30, 2023 | 39.86% |
| Aug 31, 2023 | 26.65% |
| May 31, 2023 | 37.45% |
| Feb 28, 2023 | 37.95% |
| Nov 30, 2022 | 39.20% |
| Aug 31, 2022 | 31.79% |
| May 31, 2022 | 25.49% |
| Feb 28, 2022 | 32.23% |
| Nov 30, 2021 | 32.93% |
API Access
Factset Research Systems EBITDA Margin 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-margin&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "ebitda-margin", "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-margin&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();