Factset Research Systems (FDS) Return on Sales [ROS] (2009 - 2026)
Factset Research Systems (FDS) posted Return on Sales [ROS] of 26.70% for fiscal Q3 2026 (quarter ended May 31, 2026), down 6.46 percentage points from 33.16% a year earlier and down 3.57 percentage points from the prior quarter.
Factset Research Systems (FDS) Return on Sales [ROS] (2009 - 2026) Analysis & Trends
For the trailing twelve months through May 31, 2026, Return on Sales [ROS] at Factset Research Systems was 29.55%, down 1.00 percentage points year-over-year; for FY2025 (ended Aug 31, 2025), it was 32.23%, up 0.40 percentage points from FY2024.
- Annual Return on Sales [ROS] has increased for three consecutive fiscal years, with a five-year change of +2.80 percentage points (FY2020 to FY2025).
- In prior fiscal years, Factset Research Systems' Return on Sales [ROS] was 31.83% in FY2024 (+1.66 pp), 30.17% in FY2023 (+4.38 pp), 25.79% in FY2022 (-4.00 pp) and 29.79% in FY2021 (+0.36 pp).
- The fiscal Q3 2026 figure stands as the lowest quarterly Return on Sales [ROS] since fiscal Q4 2024.
- On a year-over-year basis, Return on Sales [ROS] has declined in each of the last three quarters, with an average year-over-year change of -1.03 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Sales [ROS] in the past five years was fiscal Q3 2023, with a gain of 12.56 percentage points; the weakest was fiscal Q3 2022, with a drop of 9.56 percentage points.
- According to Business Quant data, Return on Sales [ROS] for the three prior fiscal quarters was 30.27% (Q2 2026), 31.61% (Q1 2026) and 29.71% (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROS (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 113.90 Bn | 109.50 Bn | 2.98 Bn | 43.70% |
| 2 | Moodys | 76.48 Bn | 68.91 Bn | 1.67 Bn | 47.87% |
| 3 | Msci | 38.99 Bn | 37.33 Bn | 717.10 Mn | 56.23% |
| 4 | Verisk Analytics | 21.33 Bn | 15.96 Bn | 572.90 Mn | 45.11% |
| 5 | Equifax | 16.47 Bn | 15.87 Bn | 926.40 Mn | 18.48% |
| 6 | TransUnion | 12.16 Bn | 9.14 Bn | - | 19.70% |
| 7 | Factset Research Systems | 9.52 Bn | 8.28 Bn | 310.73 Mn | 26.70% |
| 8 | Morningstar | 6.89 Bn | 4.79 Bn | 423.90 Mn | 24.22% |
| 9 | Mastercard | 480.84 Bn | 440.75 Bn | - | 60.22% |
| 10 | Cme | 94.54 Bn | 94.54 Bn | - | 64.89% |
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 26.70% |
| Feb 28, 2026 | 30.27% |
| Nov 30, 2025 | 31.61% |
| Aug 31, 2025 | 29.71% |
| May 31, 2025 | 33.16% |
| Feb 28, 2025 | 32.50% |
| Nov 30, 2024 | 33.65% |
| Aug 31, 2024 | 22.74% |
| May 31, 2024 | 36.63% |
| Feb 29, 2024 | 33.33% |
| Nov 30, 2023 | 34.86% |
| Aug 31, 2023 | 21.67% |
| May 31, 2023 | 32.46% |
| Feb 28, 2023 | 32.86% |
| Nov 30, 2022 | 34.05% |
| Aug 31, 2022 | 26.48% |
| May 31, 2022 | 19.90% |
| Feb 28, 2022 | 28.61% |
| Nov 30, 2021 | 28.88% |
| Aug 31, 2021 | 28.93% |
Factset Research Systems Return on Sales [ROS] 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=return-on-sales-%5Bros%5D&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-sales-[ros]", "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=return-on-sales-%5Bros%5D&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();