FactSet FDS Q3 2025 Earnings Preview Upside Potential on Strong Revenue Forecast

Forward-Looking Analysis
For the third quarter of 2025, FactSet's revenue consensus estimate stands at $581.3 million, representing a 5.2% increase from the same quarter last year. Analysts anticipate earnings growth rates of 7.2% for Q3 and 6.2% for Q4 2025. The company maintains its fiscal 2025 adjusted earnings forecast, with expected earnings per share in the range of $16.80 to $17.40, aligning closely with the analyst consensus of $17.19. FactSet's revenue guidance for the year is projected between $2.305 billion to $2.31 billion. The company previously surpassed EPS forecasts in Q2 2025, demonstrating resilience and potential for continued growth. Analysts remain optimistic, with no significant downgrades or alterations to price targets reported, indicating a stable outlook for the upcoming earnings release.

Historical Performance Review
In 2025Q2, FactSet reported revenues of $570.66 million and a net income of $144.86 million. The company's earnings per share were $3.81, with a gross profit of $301.06 million. These results surpassed analysts' expectations, showcasing FactSet's ability to achieve robust financial performance in a competitive market environment.

Additional News
FactSet has been actively involved in discussions around artificial intelligence, with 210 S&P 500 earnings calls citing the term “AI” between March 15 and June 4. This engagement highlights the company's focus on integrating innovative technologies. Additionally, FactSet reaffirmed its fiscal 2025 outlook, despite the broader economic challenges. The company expects to achieve GAAP revenues in the range of $2.305 billion to $2.31 billion, demonstrating confidence in its strategic direction and operational execution. Recent updates also include the maintenance of its adjusted EPS view while slightly adjusting revenue forecasts, reinforcing its commitment to meeting financial targets.

Summary & Outlook
FactSet's overall financial health appears strong, with consistent revenue growth and solid earnings performance. The company's involvement in AI discussions and maintained fiscal guidance suggest a focus on innovation as a growth catalyst. The steady revenue and EPS forecasts indicate a bullish stance on future prospects. FactSet's ability to outperform earnings expectations in previous quarters reinforces confidence in its strategic initiatives and potential for continued success. As the company navigates a dynamic market environment, its commitment to technological advancements and operational efficiency will be critical in sustaining its growth trajectory.