FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

FactSet Research Systems Inc.

Revenues

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Interest Expense, Net of Interest Income

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Other Income, Net

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Total Other Income, Net

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Net Income

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Cost of Sales

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Selling, General & Administrative Expenses

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Operating Profit

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Interest and Investment Income

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Income Before Provision for Income Taxes

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Consolidated Net Income

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Net Income Attributable to Common Shareholders

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Basic EPS

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Basic Weighted Average Shares Outstanding

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Revenue

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Assets

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Adjusted Funds From Operations

Income Statement	Aug '25	May '25	Feb '25	Nov '24	Aug '24	May '24
Total Revenues	596.9	585.5	570.7	568.7	562.2	552.7
Total Revenues %Chg	6.2%	5.9%	4.5%	4.9%	4.9%	4.3%
Revenues
Cost of Sales	288.7	280.7	269.6	258.8	258.2	247
Cost of Services
Gross Profit	308.2	304.8	301.1	309.9	304	305.7
Gross Profit Margin	51.6%	52.1%	52.8%	54.5%	54.1%	55.3%
Selling, General & Administrative Expenses	130.9	110.6	115.6	118.6	176.1	103.3
Selling, General and Administrative
Other Operating Expenses	—	—	—	—	—	—
Asset Impairments
Operating Profit	177.3	194.2	185.5	191.3	127.9	202.5
Operating Income
Operating Margin	29.7%	33.2%	32.5%	33.6%	22.7%	36.6%
Interest and Investment Income	2.1	1.5	0.3	2.7	4	4.6
Interest Income
Interest Expense	-12.9	-15.1	-13.9	-14.4	-15.5	-16.9
Interest Expense
Non-Operating Income	22.5	-0.6	0.5	0.1	0.8	0.4
Gain on Sale of Business
Loss on Sale of Business
Other Income, Net
Total Non-Operating Income	11.6	-14.2	-13.2	-11.6	-10.7	-11.9
Income Before Provision for Income Taxes	189	179.9	172.3	179.7	117.1	190.5
Income Before Income Taxes
Provision for Income Taxes	35.3	31.4	27.5	29.7	27.6	32.4
Provision for Income Taxes
Consolidated Net Income	153.6	148.5	144.9	150	89.5	158.1
Net Income
Net Income Attributable to Common Shareholders	153.6	148.5	144.9	150	89.5	158.1
Net Income
Basic EPS	4.1	3.9	3.8	4	2.4	4.2
Diluted EPS	4	3.9	3.8	3.9	2.3	4.1
Basic Weighted Average Shares Outstanding	37.8	37.9	38	38	38	38.1
Total Shares Outstanding	37.6	37.9	38	38	38	38.1
Diluted Weighted Average Shares Outstanding	38.2	38.3	38.5	38.5	38.5	38.6
EBITDA	227.9	243	231.5	234.6	169.5	242.5
Effective Tax Rate	18.7%	17.5%	15.9%	16.5%	23.6%	17%