Factset Research Systems (FDS) Operating Margin (2009 - 2026)
Factset Research Systems (FDS) posted Operating Margin of 24.68% for fiscal Q4 2026 (quarter ended Aug 31, 2026), down 5.03 percentage points from 29.71% a year earlier and down 2.02 percentage points from the prior quarter.
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Analysis
Factset Research Systems (FDS) Operating Margin (2009 - 2026) Analysis & Trends
For FY2026 (ended Aug 31, 2026), Factset Research Systems' Operating Margin came in at 28.27%, down 3.96 percentage points from FY2025.
- Annual Operating Margin shows a five-year change of -1.52 percentage points (FY2021 to FY2026).
- In prior fiscal years, Factset Research Systems' Operating Margin was 32.23% in FY2025 (+0.40 pp), 31.83% in FY2024 (+1.66 pp), 30.17% in FY2023 (+4.38 pp) and 25.79% in FY2022 (-4.00 pp).
- The fiscal Q4 2026 figure stands as the lowest quarterly Operating Margin since fiscal Q4 2024.
- On a year-over-year basis, Operating Margin has declined in each of the last four quarters, with an average year-over-year change of -1.79 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Operating Margin in the past five years was fiscal Q3 2023, with a gain of 12.56 percentage points; the weakest was fiscal Q3 2022, with a drop of 9.56 percentage points.
- According to Business Quant data, Operating Margin for the three prior fiscal quarters was 26.70% (Q3 2026), 30.27% (Q2 2026) and 31.61% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Operating Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 133.88 Bn | 124.46 Bn | 2.98 Bn | 43.70% |
| 2 | Moodys | 84.51 Bn | 77.44 Bn | 1.50 Bn | 44.78% |
| 3 | Msci | 44.68 Bn | 43.16 Bn | 739.80 Mn | 56.29% |
| 4 | Verisk Analytics | 26.54 Bn | 21.17 Bn | 572.90 Mn | 45.11% |
| 5 | Equifax | 21.92 Bn | 21.19 Bn | 940.10 Mn | 20.99% |
| 6 | TransUnion | 16.07 Bn | 12.89 Bn | - | 19.70% |
| 7 | Factset Research Systems | 12.30 Bn | 11.15 Bn | 308.40 Mn | 24.68% |
| 8 | Morningstar | 8.46 Bn | 6.36 Bn | 423.90 Mn | 24.22% |
| 9 | Mastercard | 557.08 Bn | 517.01 Bn | - | 60.22% |
| 10 | Cme | 110.43 Bn | 98.52 Bn | - | 64.89% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 24.68% |
| May 31, 2026 | 26.70% |
| Feb 28, 2026 | 30.27% |
| Nov 30, 2025 | 31.61% |
| Aug 31, 2025 | 29.71% |
| May 31, 2025 | 33.16% |
| Feb 28, 2025 | 32.50% |
| Nov 30, 2024 | 33.65% |
| Aug 31, 2024 | 22.74% |
| May 31, 2024 | 36.63% |
| Feb 29, 2024 | 33.33% |
| Nov 30, 2023 | 34.86% |
| Aug 31, 2023 | 21.67% |
| May 31, 2023 | 32.46% |
| Feb 28, 2023 | 32.86% |
| Nov 30, 2022 | 34.05% |
| Aug 31, 2022 | 26.48% |
| May 31, 2022 | 19.90% |
| Feb 28, 2022 | 28.61% |
| Nov 30, 2021 | 28.88% |
API Access
Factset Research Systems Operating 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=operating-margin&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "operating-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=operating-margin&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();