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

Factset Research Systems (FDS) has reported Tax Rate for 18 consecutive years, with 17.78% the latest figure, recorded in Q2 2026.

• For the quarter ending Q2 2026, Tax Rate rose 33.0% year-over-year to 17.78%; the trailing twelve-month figure through May 2026 stood at 18.48% (up 58.0% YoY), and the FY2025 full-year result was 17.19%, down 37.0% from the prior year.
• Tax Rate improved to 17.78% in Q2 2026 per FDS's latest filing, 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.
• Historically, Tax Rate has averaged 17.43% across 5 years, with a median of 16.7% in 2023.
• The sharpest annual moves came in 2023 and 2024: Tax Rate jumped 2900 bps in 2023, then tumbled 1572 bps in 2024.
• Over 5 years, 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.
• According to Business Quant data, Tax Rate over the past three periods registered 17.78%, 17.41%, and 19.74% for Q2 2026, Q1 2026, and Q4 2025 respectively.