FactSet (FDS) Q1 2026 Earnings Call Transcript

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Thursday, December 18, 2025 astatine 9 a.m. ET

• Chief Executive Officer — Sanoke Viswanathan

• Chief Financial Officer — Helen Shan

• Chief Revenue Officer — Goran Skoko

• Vice President, Investor Relations — Kevin Toomey

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Kevin Toomey: Thank you, and bully morning, everyone. Welcome to FactSet's archetypal 4th fiscal 2026 net call. Before we begin, the slides we notation during this presumption tin beryllium recovered done the webcast connected the Investor Relations conception of our website astatine factset.com. A replay of today's telephone volition beryllium disposable connected our website. After our prepared remarks, we volition unfastened the telephone to questions. The telephone is scheduled to past for 1 hour. To beryllium just to everyone, delight bounds yourself to 1 question. You whitethorn reenter the queue for further follow-up questions which we volition instrumentality if clip permits. Before we sermon our results, I promote each to reappraisal the ineligible announcement connected descent two.

Discussions connected this telephone whitethorn incorporate forward-looking statements. Such statements are taxable to risks and uncertainties that whitethorn origin existent results to disagree materially from results anticipated successful these forward-looking statements. Additional accusation concerning these risks and uncertainties tin beryllium recovered successful our forms 10-K and 10-Q. Our descent presumption and discussions connected this telephone volition see definite non-GAAP fiscal measures. For specified measures, reconciliations to the astir straight comparable GAAP measures are successful the appendix to the presumption and successful our net merchandise issued earlier today, some of which tin beryllium recovered connected our website astatine investor.factset.com. During this call, unless different noted, comparative show metrics bespeak changes arsenic compared to the respective fiscal 2025 period.

Joining maine contiguous are Sanoke Viswanathan, Chief Executive Officer, Helen Shan, Chief Financial Officer, and Goran Skoko, Chief Revenue Officer. I volition present crook the treatment implicit to Sanoke.

Sanoke Viswanathan: Thank you, Kevin, and bully morning, everyone. I'm precise pleased with however we've started our fiscal year. We are reporting beardown ASP growth, steadfast operating margins, coming from wide adoption of our solutions and immoderate cardinal lawsuit wins. ASP grew 5.9% to $2.4 billion. Adjusted operating borderline was 36.2% and adjusted diluted EPS is astatine $4.51, up 3% twelvemonth connected year. Thank you to each our FactSetters for your absorption and committedness to delivering for our clients. We are not conscionable growing. We are winning successful the places that matter. Across steadfast types and successful the areas that we've prioritized. Clients are choosing FactSet implicit alternatives due to the fact that of the spot of our platform. I volition stock conscionable 3 examples.