Factset Research Systems (FDS) Tax Provisions (2009 - 2026)
Factset Research Systems' (FDS) quarterly Tax Provisions came in at $27.4 million in Q2 2026, down 12.75% on a YoY basis from $31.4 million in Q2 2025, and down 2.32% quarter-over-quarter from $28.1 million in Q1 2026.
Analysis
Factset Research Systems (FDS) Tax Provisions (2009 - 2026) Analysis & Trends
Factset Research Systems (FDS) has reported Tax Provisions for 18 consecutive years, with $27.4 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Tax Provisions fell 12.75% year-over-year to $27.4 million; the trailing twelve-month figure through May 2026 stood at $128.3 million (up 10.42% YoY), and the FY2025 full-year result was $123.9 million, up 8.34% from the prior year.
- Tax Provisions retreated to $27.4 million in Q2 2026 per FDS's latest filing, from $28.1 million in the prior quarter.
- Across five years, Tax Provisions topped out at $42.2 million in Q3 2023 and bottomed at $10.4 million in Q2 2022.
- Historically, Tax Provisions has averaged $26.7 million across 5 years, with a median of $27.5 million in 2024.
- The sharpest annual moves came in 2023 and 2024: Tax Provisions soared 251.41% in 2023, then tumbled 34.5% in 2024.
- Over 5 years, Tax Provisions stood at $21.1 million in 2022, then rose by 26.34% to $26.6 million in 2023, then climbed by 11.55% to $29.7 million in 2024, then climbed by 26.3% to $37.5 million in 2025, then dropped by 26.99% to $27.4 million in 2026.
- According to Business Quant data, Tax Provisions over the past three periods registered $27.4 million, $28.1 million, and $37.5 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 121.34 Bn | 117.20 Bn | 2.98 Bn | 406.00 Mn |
| 2 | Moodys | 81.34 Bn | 79.84 Bn | 1.67 Bn | 292.00 Mn |
| 3 | Msci | 39.85 Bn | 39.49 Bn | 717.10 Mn | 75.30 Mn |
| 4 | Verisk Analytics | 22.97 Bn | 22.42 Bn | 572.90 Mn | 74.80 Mn |
| 5 | Factset Research Systems | 9.48 Bn | 9.17 Bn | 310.73 Mn | 27.40 Mn |
| 6 | Morningstar | 7.30 Bn | 6.77 Bn | 423.90 Mn | 38.30 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 27.40 Mn |
| Feb 28, 2026 | 28.06 Mn |
| Nov 30, 2025 | 37.53 Mn |
| Aug 31, 2025 | 35.34 Mn |
| May 31, 2025 | 31.41 Mn |
| Feb 28, 2025 | 27.46 Mn |
| Nov 30, 2024 | 29.72 Mn |
| Aug 31, 2024 | 27.63 Mn |
| May 31, 2024 | 32.40 Mn |
| Feb 29, 2024 | 27.71 Mn |
| Nov 30, 2023 | 26.64 Mn |
| Aug 31, 2023 | 42.19 Mn |
| May 31, 2023 | 27.34 Mn |
| Feb 28, 2023 | 25.17 Mn |
| Nov 30, 2022 | 21.09 Mn |
| Aug 31, 2022 | 12.01 Mn |
| May 31, 2022 | 10.37 Mn |
| Feb 28, 2022 | 12.02 Mn |
| Nov 30, 2021 | 12.30 Mn |
| Aug 31, 2021 | 17.38 Mn |