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FactSet to Report Q4 Earnings: What's in Store for the Stock?

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Key Takeaways

  • FactSet's Q4 revenues are projected at $628.2 million, up 5.3% y/y.
  • FDS Americas revenues are expected to rise 6.8%, driven by client penetration and AI demand.
  • FactSet's Q4 earnings are seen rising 6.7% to $4.32 on cost management and AI-backed productivity.

FactSet Research Systems Inc. (FDS - Free Report) is set to report fourth-quarter fiscal 2026 results on Sept. 30, before market open.

FDS surpassed the Zacks Consensus Estimate in three of four quarters and missed once, delivering an average surprise of 1.1%.

FactSet’s Q4 Expectations

The consensus mark for FDS’s fourth-quarter fiscal 2026 revenues is pinned at $628.2 million, a 5.3% increase from the year-ago quarter’s reported figure. We anticipate the Americas and EMEA regions to have provided a substantial uptick in the top line.

On a geographical basis, we expect the company to generate $415 million in revenues in the Americas. The figure is expected to increase 6.8% from the year-ago quarter. We expect growth to have been driven by solid commercial execution, deeper client penetration and an upsurge in AI demand. Enhanced marketing and sales processes are anticipated to have supported pipeline conversion and win rates.

Our projection for revenues from EMEA is $146.4 million, suggesting a marginal fall from the year-ago quarter’s reported figure. While we expect a slight dip in this segment’s revenues, rapid AI adoption bolstering client penetration can offset the decline.

Revenues from the Asia-Pacific region are estimated to increase 5.2% year over year. The figure is expected to be $64 million. Strong momentum across institutional buy-side, wealth and Dealmakers clients is anticipated to have driven overall growth.

The consensus mark for earnings is at $4.32 per share, indicating a 6.7% year-over-year rise from $4.05. Prudent cost management and AI-backed productivity improvements are anticipated to have expanded the bottom line.

What Our Model Says About FDS

Our proven model does not conclusively predict an earnings beat for FactSet this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

FDS has an Earnings ESP of -2.21% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Earnings Snapshot

Paychex (PAYX - Free Report) reported an impressive first quarter of fiscal 2027.

PAYX registered adjusted earnings of $1.34 per share, rising 9.8% year over year and beating the Zacks Consensus Estimate of $1.33 by a slight margin.

Total revenues rose 5.9% to $1.63 billion, topping the consensus mark of $1.62 billion by a small margin.

ABM (ABM - Free Report) registered better-than-expected third-quarter fiscal 2026 results.

ABM posted adjusted earnings of $1.04 per share, which increased 27% year over year and surpassed the Zacks Consensus Estimate of $1.01 by 3%.

Revenues rose 4.2% to $2.32 billion and beat the consensus mark of $2.30 billion by 0.7%.

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