Factset Research Systems (FDS) EBITDA Margin (2009 - 2026)
Factset Research Systems (FDS) recorded EBITDA Margin of 34.06% in fiscal Q3 2026 (quarter ended May 31, 2026), down 6.07 percentage points from 40.14% a year earlier and down 3.36 percentage points from the prior quarter.
Factset Research Systems (FDS) EBITDA Margin (2009 - 2026) Analysis & Trends
On a TTM basis, Factset Research Systems' EBITDA Margin came in at 36.79% as of May 31, 2026, down 0.28 percentage points year-over-year; for FY2025 (ended Aug 31, 2025), it was 39.02%, up 1.51 percentage points from FY2024.
- Annual EBITDA Margin has increased for three straight fiscal years, with a five-year change of +5.74 percentage points (FY2020 to FY2025).
- Across earlier fiscal years, EBITDA Margin came in at 37.52% in FY2024 (+2.29 pp), 35.22% in FY2023 (+4.74 pp), 30.49% in FY2022 (-3.35 pp) and 33.84% in FY2021 (+0.56 pp).
- The fiscal Q3 2026 figure is the lowest quarterly EBITDA Margin since fiscal Q4 2024.
- On a year-over-year basis, EBITDA Margin has declined for three consecutive quarters, with an average year-over-year change of -0.11 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 37.42% (Q2 2026), 38.88% (Q1 2026) and 36.86% (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 116.38 Bn | 111.98 Bn | 2.98 Bn | 51.11% |
| 2 | Moodys | 78.67 Bn | 71.10 Bn | 1.67 Bn | 53.64% |
| 3 | Msci | 39.16 Bn | 37.50 Bn | 717.10 Mn | 62.00% |
| 4 | Verisk Analytics | 21.84 Bn | 16.48 Bn | 572.90 Mn | 55.10% |
| 5 | Equifax | 16.14 Bn | 15.54 Bn | 926.40 Mn | 29.74% |
| 6 | TransUnion | 11.72 Bn | 8.70 Bn | - | 31.96% |
| 7 | Factset Research Systems | 9.66 Bn | 8.43 Bn | 310.73 Mn | 34.06% |
| 8 | Morningstar | 7.13 Bn | 5.03 Bn | 423.90 Mn | 32.28% |
| 9 | Mastercard | 480.27 Bn | 440.19 Bn | - | 70.99% |
| 10 | Cme | 94.12 Bn | 94.12 Bn | - | 69.82% |
Historic Data
| Date | Value |
|---|---|
| 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% |
| Aug 31, 2021 | 32.89% |
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();