Factset Research Systems (FDS) Retained Earnings (2009 - 2026)
Factset Research Systems' (FDS) quarterly Retained Earnings came in at $2.6 billion in Q2 2026, up 18.17% on a YoY basis from $2.2 billion in Q2 2025, and up 3.37% quarter-over-quarter from $2.5 billion in Q1 2026.
Analysis
Factset Research Systems (FDS) Retained Earnings (2009 - 2026) Analysis & Trends
Factset Research Systems (FDS) has reported Retained Earnings for 18 consecutive years, with $2.6 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Retained Earnings rose 18.17% year-over-year to $2.6 billion; the trailing twelve-month figure through May 2026 stood at $2.6 billion (up 18.17% YoY), and the FY2025 full-year result was $2.3 billion, up 23.03% from the prior year.
- Retained Earnings improved to $2.6 billion in Q2 2026 per FDS's latest filing, from $2.5 billion in the prior quarter.
- Across five years, Retained Earnings topped out at $2.6 billion in Q2 2026 and bottomed at $1.1 billion in Q1 2022.
- Historically, Retained Earnings has averaged $1.8 billion across 5 years, with a median of $1.8 billion in 2024.
- The sharpest annual moves came in 2022 and 2023: Retained Earnings grew 13.55% in 2022, then grew 27.01% in 2023.
- Over 5 years, Retained Earnings stood at $1.3 billion in 2022, then increased by 26.03% to $1.6 billion in 2023, then climbed by 23.67% to $2.0 billion in 2024, then increased by 21.81% to $2.4 billion in 2025, then grew by 7.31% to $2.6 billion in 2026.
- According to Business Quant data, Retained Earnings over the past three periods registered $2.6 billion, $2.5 billion, and $2.4 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 121.34 Bn | 117.20 Bn | 2.98 Bn | 25.62 Bn |
| 2 | Moodys | 81.34 Bn | 79.84 Bn | 1.67 Bn | 19.03 Bn |
| 3 | Msci | 39.85 Bn | 39.49 Bn | 717.10 Mn | 5.88 Bn |
| 4 | Verisk Analytics | 22.97 Bn | 22.42 Bn | 572.90 Mn | 8.14 Bn |
| 5 | Factset Research Systems | 9.48 Bn | 9.17 Bn | 310.73 Mn | 2.61 Bn |
| 6 | Morningstar | 7.30 Bn | 6.77 Bn | 423.90 Mn | 2.38 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 2.61 Bn |
| Feb 28, 2026 | 2.53 Bn |
| Nov 30, 2025 | 2.44 Bn |
| Aug 31, 2025 | 2.32 Bn |
| May 31, 2025 | 2.21 Bn |
| Feb 28, 2025 | 2.10 Bn |
| Nov 30, 2024 | 2.00 Bn |
| Aug 31, 2024 | 1.89 Bn |
| May 31, 2024 | 1.84 Bn |
| Feb 29, 2024 | 1.72 Bn |
| Nov 30, 2023 | 1.62 Bn |
| Aug 31, 2023 | 1.51 Bn |
| May 31, 2023 | 1.48 Bn |
| Feb 28, 2023 | 1.38 Bn |
| Nov 30, 2022 | 1.28 Bn |
| Aug 31, 2022 | 1.19 Bn |
| May 31, 2022 | 1.16 Bn |
| Feb 28, 2022 | 1.13 Bn |
| Nov 30, 2021 | 1.09 Bn |
| Aug 31, 2021 | 1.05 Bn |