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| 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% |