Factset Research Systems FDS
NYSE FDS
$270.14 +10.16 (+3.91%)
At close: Sep 30, 2026 · 4:00 PM EDT

Factset Research Systems (FDS) EBT Margin (2009 - 2026)

Updated

Factset Research Systems (FDS) recorded EBT Margin of 24.74% in fiscal Q3 2026 (quarter ended May 31, 2026), down 5.99 percentage points from 30.73% a year earlier and down 1.63 percentage points from the prior quarter.

Analysis

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

On a TTM basis, Factset Research Systems' EBT Margin came in at 28.47% as of May 31, 2026, up 0.09 percentage points year-over-year; for FY2025 (ended Aug 31, 2025), it came in at 31.05%, up 1.48 percentage points from FY2024.

  • Annual EBT Margin has increased for three straight fiscal years, with a five-year change of +2.46 percentage points (FY2020 to FY2025).
  • Across earlier fiscal years, EBT Margin came in at 29.57% in FY2024 (+1.57 pp), 28.00% in FY2023 (+3.94 pp), 24.06% in FY2022 (-5.33 pp) and 29.38% in FY2021 (+0.80 pp).
  • The fiscal Q3 2026 figure is the lowest quarterly EBT Margin since fiscal Q4 2024.
  • On a year-over-year basis, EBT Margin has declined for three consecutive quarters, with an average year-over-year change of -0.46 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 26.37% (Q2 2026), 31.29% (Q1 2026) and 31.66% (Q4 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBT Margin (Qtr)
1 S&P Global 116.38 Bn 111.98 Bn 2.98 Bn 41.70%
2 Moodys 78.67 Bn 71.10 Bn 1.67 Bn 53.59%
3 Msci 39.16 Bn 37.50 Bn 717.10 Mn 48.13%
4 Verisk Analytics 21.84 Bn 16.48 Bn 572.90 Mn 37.63%
5 Equifax 16.14 Bn 15.54 Bn 926.40 Mn 15.11%
6 TransUnion 11.72 Bn 8.70 Bn - 15.39%
7 Factset Research Systems 9.66 Bn 8.43 Bn 310.73 Mn 24.74%
8 Morningstar 7.13 Bn 5.03 Bn 423.90 Mn 22.17%
9 Mastercard 480.27 Bn 440.19 Bn - 59.14%
10 Cme 94.12 Bn 94.12 Bn - 77.82%
Historic Data

Historic Data

Download Data
DateValue
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%
Aug 31, 2021 28.76%
API Access

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