Factset Research Systems (FDS) Tax Rate (2009 - 2026)
Factset Research Systems' (FDS) quarterly Tax Rate came in at 17.78% in Q2 2026, up 33.0% YoY from 13.37% in Q2 2025, and up 2.11% on a QoQ basis from 17.41% in Q1 2026.
Factset Research Systems (FDS) Tax Rate (2009 - 2026) Analysis & Trends
Factset Research Systems (FDS) has 18 years of Tax Rate data on file, last reported at 17.78% in 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 grew to 17.78% in Q2 2026, from 17.41% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 39.32% in Q3 2023 to a low of 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 slumped 1572 bps.
- Tracing FDS's Tax Rate over 5 years: stood at 13.36% in 2022, then advanced by 14 bps to 15.21% in 2023, then grew by 9 bps to 16.53% in 2024, then climbed by 19 bps to 19.74% in 2025, then retreated by 10 bps to 17.78% in 2026.
- The last three Tax Rate figures came in at 17.78% (Q2 2026), 17.41% (Q1 2026), and 19.74% (Q4 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 127.26 Bn | 123.12 Bn | 2.98 Bn | 23.48% |
| 2 | Cme | 99.13 Bn | 99.13 Bn | 1.65 Bn | 21.53% |
| 3 | Intercontinental Exchange | 90.95 Bn | 88.99 Bn | - | 24.24% |
| 4 | Moodys | 87.63 Bn | 86.13 Bn | 1.67 Bn | 24.94% |
| 5 | Nasdaq | 55.45 Bn | 54.73 Bn | 1.50 Bn | 22.36% |
| 6 | Coinbase Global | 49.19 Bn | 40.40 Bn | 1.16 Bn | 9.09% |
| 7 | Msci | 41.09 Bn | 40.73 Bn | 717.10 Mn | 18.04% |
| 8 | Cboe Global Markets | 31.57 Bn | 29.18 Bn | 731.60 Mn | 28.62% |
| 9 | TransUnion | 16.37 Bn | 15.54 Bn | 765.00 Mn | 27.20% |
| 10 | Factset Research Systems | 10.82 Bn | 10.52 Bn | 310.73 Mn | 17.78% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |