Growth Metrics

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

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DateValue
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