Factset Research Systems (FDS) Tax Rate (2009 - 2026)

Factset Research Systems (FDS) posted Tax Rate of 17.78% for Q2 2026, up 2.11% on a QoQ basis from 17.41% in Q1 2026, and up 33.0% year-over-year from 13.37% in Q2 2025.

Factset Research Systems (FDS) Tax Rate (2009 - 2026) Analysis & Trends

Factset Research Systems' Tax Rate history runs 18 years deep, the most recent figure standing at 17.78% for Q2 2026.

  • Quarterly Tax Rate rose 33.0% year-over-year to 17.78% in Q2 2026, while the trailing twelve-month figure through May 2026 was 18.48% (up 58.0% YoY) and the FY2025 annual result came in at 17.19%, down 37.0% from the prior year.
  • Tax Rate was 17.78% for Q2 2026 at Factset Research Systems, up from 17.41% in the prior quarter.
  • Across five years, Tax Rate topped out at 39.32% in Q3 2023 and bottomed at 9.85% in Q1 2022.
  • A 5-year average of 17.43% and a median of 16.7% in 2023 frame the typical range for Tax Rate.
  • Annual changes were most pronounced in 2023 — Tax Rate soared 2900 bps — and 2024, when it sank 1572 bps.
  • Factset Research Systems' Tax Rate stood at 13.36% in 2022, then grew by 14 bps to 15.21% in 2023, then rose by 9 bps to 16.53% in 2024, then increased by 19 bps to 19.74% in 2025, then slipped by 10 bps to 17.78% in 2026.
  • Business Quant data shows FDS's Tax Rate at 17.78% in Q2 2026, 17.41% in Q1 2026, and 19.74% in Q4 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Bit Origin 1,110.84 Bn 1,110.84 Bn - -
2 S&P Global 130.72 Bn 128.91 Bn 2.94 Bn 21.17%
3 Cme 92.16 Bn 92.16 Bn 1.65 Bn 21.53%
4 Moodys 84.72 Bn 83.22 Bn 1.67 Bn 24.94%
5 Intercontinental Exchange 84.12 Bn 82.38 Bn - 24.51%
6 Nasdaq 53.10 Bn 52.38 Bn 1.50 Bn 22.36%
7 Coinbase Global 44.25 Bn 33.81 Bn 1.33 Bn 15.19%
8 Msci 41.65 Bn 41.29 Bn 717.10 Mn 18.04%
9 Cboe Global Markets 30.13 Bn 27.96 Bn 728.90 Mn 25.18%
10 Factset Research Systems 9.59 Bn 9.29 Bn 310.73 Mn 17.78%

Historic Data

Download Data
DateValue
May 31, 2026 17.78%
May 31, 2026 17.78%
May 31, 2026 17.78%
Feb 28, 2026 17.41%
Feb 28, 2026 17.41%
Feb 28, 2026 17.41%
Nov 30, 2025 19.74%
Nov 30, 2025 19.74%
Nov 30, 2025 19.74%
Aug 31, 2025 18.70%
Aug 31, 2025 18.70%
Aug 31, 2025 18.70%
May 31, 2025 17.45%
May 31, 2025 17.45%
May 31, 2025 17.45%
Feb 28, 2025 15.94%
Feb 28, 2025 15.94%
Feb 28, 2025 15.94%
Nov 30, 2024 16.53%
Nov 30, 2024 16.53%