Factset Research Systems (FDS) EBT Margin (2009 - 2026)
Factset Research Systems (FDS) recorded EBT Margin of 22.75% in fiscal Q4 2026 (quarter ended Aug 31, 2026), down 8.91 percentage points from 31.66% a year earlier and down 2.00 percentage points from the prior quarter.
Factset Research Systems (FDS) EBT Margin (2009 - 2026) Analysis & Trends
For FY2026 (ended Aug 31, 2026), Factset Research Systems reported EBT Margin of 26.24%, down 4.81 percentage points from FY2025.
- Annual EBT Margin has a five-year change of -3.15 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, EBT Margin came in at 31.05% in FY2025 (+1.48 pp), 29.57% in FY2024 (+1.57 pp), 28.00% in FY2023 (+3.94 pp) and 24.06% in FY2022 (-5.33 pp).
- The fiscal Q4 2026 figure is the lowest quarterly EBT Margin since fiscal Q4 2024.
- On a year-over-year basis, EBT Margin has declined for four consecutive quarters, with an average year-over-year change of -1.67 percentage points over the last eight quarters.
- Peak year-over-year performance for EBT Margin in the last five years was a gain of 13.13 percentage points in fiscal Q3 2023, against a drop of 11.15 percentage points in fiscal Q3 2022 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 24.74% (Q3 2026), 26.37% (Q2 2026) and 31.29% (Q1 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Msci | 235.55 Bn | 234.03 Bn | 739.80 Mn | 47.97% |
| 2 | S&P Global | 137.22 Bn | 132.42 Bn | 2.64 Bn | 50.92% |
| 3 | Moodys | 88.04 Bn | 81.11 Bn | 1.50 Bn | 47.85% |
| 4 | Verisk Analytics | 26.17 Bn | 22.36 Bn | 567.00 Mn | 36.44% |
| 5 | Equifax | 22.05 Bn | 21.44 Bn | 940.10 Mn | 17.54% |
| 6 | TransUnion | 15.64 Bn | 12.48 Bn | - | 15.92% |
| 7 | Factset Research Systems | 11.49 Bn | 10.35 Bn | 308.40 Mn | 22.75% |
| 8 | Morningstar | 9.15 Bn | 7.04 Bn | 431.40 Mn | 22.68% |
| 9 | Mastercard | 570.55 Bn | 530.63 Bn | - | 58.54% |
| 10 | Cme | 110.48 Bn | 98.81 Bn | 359.20 Mn | 77.98% |
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 22.75% |
| May 31, 2026 | 24.74% |
| Feb 28, 2026 | 26.37% |
| Nov 30, 2025 | 31.29% |
| Aug 31, 2025 | 31.66% |
| May 31, 2025 | 30.73% |
| Feb 28, 2025 | 30.20% |
| Nov 30, 2024 | 31.61% |
| Aug 31, 2024 | 20.83% |
| May 31, 2024 | 34.47% |
| Feb 29, 2024 | 30.89% |
| Nov 30, 2023 | 32.31% |
| Aug 31, 2023 | 20.03% |
| May 31, 2023 | 30.58% |
| Feb 28, 2023 | 30.43% |
| Nov 30, 2022 | 31.28% |
| Aug 31, 2022 | 23.32% |
| May 31, 2022 | 17.45% |
| Feb 28, 2022 | 28.29% |
| Nov 30, 2021 | 28.24% |
Factset Research Systems EBT 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=ebt-margin&ticker=FDS&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "ebt-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=ebt-margin&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();