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| 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 |