Factset Research Systems (FDS) Retained Earnings (2010 - 2026)
Factset Research Systems' Retained Earnings came in at $2.61 billion for fiscal Q3 2026 (quarter ended May 31, 2026), up 18.2% from $2.21 billion a year earlier and up 3.4% from the prior quarter.
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Analysis
Factset Research Systems (FDS) Retained Earnings (2010 - 2026) Analysis & Trends
At the end of FY2025 (ended Aug 31, 2025), Factset Research Systems' Retained Earnings was $2.32 billion, up 23.0% from FY2024.
- Retained Earnings has increased in each of the last seven fiscal years, with a five-year compound annual growth rate of 29.7% (FY2020 to FY2025).
- Going back by fiscal year, Retained Earnings was $1.89 billion in FY2024 (+25.5%), $1.51 billion in FY2023 (+27.6%), $1.18 billion in FY2022 (+29.3%) and $912.52 million in FY2021 (+44.1%).
- The fiscal Q3 2026 figure represents the highest quarterly Retained Earnings in data going back to fiscal Q4 2010.
- Year-over-year, Retained Earnings has increased for 30 consecutive quarters, with growth averaging 21.9% over the last eight quarters.
- Over the past five years, the year-over-year growth in Retained Earnings ranged from 18.2% (fiscal Q3 2026) to 44.1% (fiscal Q4 2021).
- Business Quant data shows FDS's Retained Earnings at $2.53 billion (Q2 2026), $2.44 billion (Q1 2026) and $2.32 billion (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 116.38 Bn | 111.98 Bn | 2.98 Bn | 25.62 Bn |
| 2 | Moodys | 78.67 Bn | 71.10 Bn | 1.67 Bn | 19.03 Bn |
| 3 | Msci | 39.16 Bn | 37.50 Bn | 717.10 Mn | 5.88 Bn |
| 4 | Verisk Analytics | 21.84 Bn | 16.48 Bn | 572.90 Mn | 8.14 Bn |
| 5 | Equifax | 16.14 Bn | 15.54 Bn | 926.40 Mn | 6.67 Bn |
| 6 | TransUnion | 11.72 Bn | 8.70 Bn | - | 3.21 Bn |
| 7 | Factset Research Systems | 9.66 Bn | 8.43 Bn | 310.73 Mn | 2.61 Bn |
| 8 | Morningstar | 7.13 Bn | 5.03 Bn | 423.90 Mn | 2.38 Bn |
| 9 | Mastercard | 480.27 Bn | 440.19 Bn | - | 91.77 Bn |
| 10 | Cme | 94.12 Bn | 94.12 Bn | - | 5.46 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 | 1.18 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 |
API Access
Factset Research Systems Retained Earnings 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=retained-earnings&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "retained-earnings", "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=retained-earnings&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();