What's driving Factset Research Systems (FDS)

Research summary

Can FDS Deliver Its FY2027 Earnings Outlook?

Why it matters now

The FY2027 sales outlook directly determines the revenue trajectory; the same outlook also affects valuation through adjusted and GAAP EPS expectations.

Next checkpoint

FDS Investor Day provides further detail on the long-term strategy and multi-year outlook (scheduled for 2026-11-10) · Watch: FDS publishes or presents its long-term strategy, client foundation, and multi-year outlook at the November 10 Investor Day; confirmation is detail consistent with the published FY2027 sales and EPS trajectory, while materially divergent guidance or outlook detail is adverse.

What would break the thesis

Subsequent company-reported FY2027 guidance or results materially depart from the supplied sales and EPS trajectory.

Research drivers

• Can FDS Deliver Its FY2027 Earnings Outlook?

  Mixed · Emerging · Updated 2026-10-01

  The supplied FY2027 outlook places sales near the analyst estimate but both adjusted and GAAP EPS below the corresponding analyst estimates.

Source claims

Source labels are as recorded in our data. The dossier does not include links to the originals, so these are not verified quotations.

• FactSet Research Systems is looking for FY2027 GAAP EPS of $17.00-$17.50, below the $17.85 analyst estimate.

  Relayed by: Benzinga · Event date on record: 2026-09-30

• FactSet Research Systems is looking for FY2027 sales of $2.600 billion-$2.625 billion, versus the $2.616 billion analyst estimate.

  Relayed by: Benzinga · Event date on record: 2026-09-30

• FactSet Research Systems is looking for FY2027 adjusted EPS of $19.25-$19.65, versus the $19.68 analyst estimate.

  Relayed by: Benzinga · Event date on record: 2026-09-30

Related sectors

Software

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