Factset Research Systems (FDS) Retained Earnings (2009 - 2026)

Factset Research Systems (FDS) reported Retained Earnings of $2.5 billion for Q1 2026, up 20.12% on a YoY basis from $2.1 billion in Q1 2025, and up 3.81% quarter-over-quarter from $2.4 billion in Q4 2025.

Factset Research Systems (FDS) Retained Earnings (2009 - 2026) Analysis & Trends

Factset Research Systems has reported Retained Earnings for 18 years, with the latest figure 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.
  • The five-year high for Retained Earnings was $2.5 billion in Q1 2026, with the low at -$92.2 million in Q1 2023.
  • Historically, Retained Earnings has averaged $1.2 billion across 5 years, with a median of $1.3 billion in 2022.
  • Annual changes were most pronounced in 2022 — Retained Earnings surged 5859.56% — and 2023, when it sank 108.64%.
  • Factset Research Systems' Retained Earnings stood at $1.3 billion in 2022, then climbed by 26.03% to $1.6 billion in 2023, then gained by 23.67% to $2.0 billion in 2024, then climbed by 21.81% to $2.4 billion in 2025, then advanced 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 122.27 Bn 125.38 Bn 2.94 Bn 24.80 Bn
2 Cme 88.49 Bn 88.49 Bn 1.83 Bn 59.40 Mn
3 Moodys 79.74 Bn 78.38 Bn 1.55 Bn -519.00 Mn
4 Intercontinental Exchange 76.18 Bn 74.71 Bn - 21.40 Bn
5 Nasdaq 46.59 Bn 45.91 Bn 1.41 Bn -1.81 Bn
6 Coinbase Global 43.23 Bn 42.70 Bn 1.33 Bn -13.31 Mn
7 Msci 42.63 Bn 42.25 Bn 765.10 Mn 5.68 Bn
8 Cboe Global Markets 26.37 Bn 24.20 Bn 728.90 Mn 3.85 Bn
9 TransUnion 12.50 Bn 11.93 Bn 726.20 Mn 3.10 Bn
10 Factset Research Systems 8.21 Bn 7.92 Bn 314.28 Mn 2.53 Bn

Historic Data

Download Data
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