Factset Research Systems (FDS) Invested Capital (2009 - 2026)

Factset Research Systems (FDS) has 18 years of Invested Capital data on file, last reported at $3.5 billion in Q1 2026.

• For the quarter ending Q1 2026, Invested Capital fell 0.87% year-over-year to $3.5 billion; the trailing twelve-month figure through Feb 2026 stood at $3.5 billion (down 0.87% YoY), and the FY2025 full-year result was $3.6 billion, up 8.43% from the prior year.
• Invested Capital for Q1 2026 stood at $3.5 billion, down from $3.5 billion in the prior quarter.
• Across five years, Invested Capital topped out at $3.6 billion in Q2 2025 and bottomed at $1.8 billion in Q1 2022.
• The 5-year median for Invested Capital is $3.3 billion (2023), against an average of $3.3 billion.
• The widest annual swing landed in 2022, when Invested Capital surged 110.04%; it then retreated 2.45% in 2023.
• A 5-year view of Invested Capital shows it stood at $3.3 billion in 2022, then fell by 2.44% to $3.3 billion in 2023, then grew by 3.04% to $3.4 billion in 2024, then advanced by 5.55% to $3.5 billion in 2025, then slipped by 1.08% to $3.5 billion in 2026.
• The last three Invested Capital figures came in at $3.5 billion (Q1 2026), $3.5 billion (Q4 2025), and $3.6 billion (Q3 2025), per Business Quant data.

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