Factset Research Systems (FDS) Retained Earnings (2009 - 2026)
Factset Research Systems posted quarterly Retained Earnings of $2.5 billion for Q1 2026, up 20.12% year-on-year from $2.1 billion in Q1 2025, and up 3.81% on a QoQ basis from $2.4 billion in Q4 2025.
Factset Research Systems (FDS) has 18 years of Retained Earnings data on file, last reported at $2.5 billion in Q1 2026.
- For the quarter ending Q1 2026, Retained Earnings rose 20.12% year-over-year to $2.5 billion; the trailing twelve-month figure through Feb 2026 stood at $2.5 billion (up 20.12% YoY), and the FY2025 full-year result was -$63.7 million, up 19.93% from the prior year.
- Retained Earnings for Q1 2026 stood at $2.5 billion, up from $2.4 billion in the prior quarter.
- Across five years, Retained Earnings topped out at $2.5 billion in Q1 2026 and bottomed at -$92.2 million in Q1 2023.
- The 5-year median for Retained Earnings is $1.3 billion (2022), against an average of $1.2 billion.
- The widest annual swing landed in 2022, when Retained Earnings surged 5859.56%; it then tumbled 108.64% in 2023.
- A 5-year view of Retained Earnings shows it stood at $1.3 billion in 2022, then grew by 26.03% to $1.6 billion in 2023, then advanced by 23.67% to $2.0 billion in 2024, then grew by 21.81% to $2.4 billion in 2025, then climbed by 3.81% to $2.5 billion in 2026.
- The last three Retained Earnings figures came in at $2.5 billion (Q1 2026), $2.4 billion (Q4 2025), and -$63.7 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 126.06 Bn | 129.16 Bn | 2.94 Bn | 24.80 Bn |
| 2 | Cme | 98.29 Bn | 98.29 Bn | 1.83 Bn | 59.40 Mn |
| 3 | Intercontinental Exchange | 83.83 Bn | 82.37 Bn | - | 21.40 Bn |
| 4 | Moodys | 80.13 Bn | 78.77 Bn | 1.55 Bn | -519.00 Mn |
| 5 | Nasdaq | 52.44 Bn | 51.76 Bn | 1.41 Bn | -1.81 Bn |
| 6 | Coinbase Global | 50.05 Bn | 49.52 Bn | 1.33 Bn | -13.31 Mn |
| 7 | Msci | 46.28 Bn | 45.89 Bn | 765.10 Mn | 5.68 Bn |
| 8 | Cboe Global Markets | 34.92 Bn | 32.75 Bn | 728.90 Mn | 3.85 Bn |
| 9 | TransUnion | 13.79 Bn | 13.22 Bn | 726.20 Mn | 3.10 Bn |
| 10 | Factset Research Systems | 9.06 Bn | 8.78 Bn | 314.28 Mn | 2.53 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Feb 28, 2026 | 2.53 Bn |
| Nov 30, 2025 | 2.44 Bn |
| Aug 31, 2025 | -63.75 Mn |
| May 31, 2025 | 2.21 Bn |
| Feb 28, 2025 | 2.10 Bn |
| Nov 30, 2024 | 2.00 Bn |
| Aug 31, 2024 | -79.61 Mn |
| May 31, 2024 | 1.84 Bn |
| Feb 29, 2024 | 1.72 Bn |
| Nov 30, 2023 | 1.62 Bn |
| Aug 31, 2023 | -87.14 Mn |
| May 31, 2023 | -89.34 Mn |
| Feb 28, 2023 | -92.24 Mn |
| Nov 30, 2022 | 1.28 Bn |
| Aug 31, 2022 | 1.18 Bn |
| May 31, 2022 | 1.11 Bn |
| Feb 28, 2022 | 1.07 Bn |
| Nov 30, 2021 | 989.19 Mn |
| Aug 31, 2021 | 912.52 Mn |
| May 31, 2021 | -19.26 Mn |
| Feb 28, 2021 | -28.50 Mn |
| Nov 30, 2020 | -39.08 Mn |
| Aug 31, 2020 | 633.15 Mn |
| May 31, 2020 | -75.06 Mn |
| Feb 29, 2020 | 501.33 Mn |
| Nov 30, 2019 | 439.89 Mn |
| Aug 31, 2019 | 373.23 Mn |
| May 31, 2019 | 309.15 Mn |
| Feb 28, 2019 | 244.39 Mn |
| Nov 30, 2018 | 184.07 Mn |
| Aug 31, 2018 | -51.44 Mn |
| May 31, 2018 | -41.09 Mn |
| Feb 28, 2018 | -18.60 Mn |
| Nov 30, 2017 | -26.73 Mn |
| Aug 31, 2017 | 1.46 Bn |
| May 31, 2017 | 1.42 Bn |
| Feb 28, 2017 | -77.34 Mn |
| Nov 30, 2016 | -79.60 Mn |
| Aug 31, 2016 | 1.28 Bn |
| May 31, 2016 | 1.16 Bn |
| Feb 29, 2016 | 1.11 Bn |
| Nov 30, 2015 | -50.85 Mn |
| Aug 31, 2015 | -44.05 Mn |
| May 31, 2015 | 977.65 Mn |
| Feb 28, 2015 | 934.51 Mn |
| Nov 30, 2014 | -31.59 Mn |
| Aug 31, 2014 | -17.92 Mn |
| May 31, 2014 | 810.40 Mn |
| Feb 28, 2014 | 775.25 Mn |
| Nov 30, 2013 | -20.13 Mn |
| Aug 31, 2013 | 700.52 Mn |
| May 31, 2013 | -26.04 Mn |
| Feb 28, 2013 | 626.77 Mn |
| Nov 30, 2012 | 595.74 Mn |
| Aug 31, 2012 | -22.73 Mn |
| May 31, 2012 | 524.90 Mn |
| Feb 29, 2012 | -15.58 Mn |
| Nov 30, 2011 | -19.42 Mn |
| Aug 31, 2011 | -5.66 Mn |
| May 31, 2011 | 883.37 Mn |
| Feb 28, 2011 | 852.43 Mn |
| Nov 30, 2010 | -17.65 Mn |
| Aug 31, 2010 | -21.39 Mn |
| Aug 31, 2009 | -10.22 Mn |