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AI English summary of an SEC filing — figures as filed

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FactSet said fiscal 2026 revenue rose 6.7% from the prior year to $2,476.3 million, and organic ASV as of August 31, 2026 increased 7.0% to $2,568.2 million.

10-KAnnual reportFiled Period of report Summary published (UTC)

Key points

AI summary
  1. FactSet said fiscal 2026 revenue rose 6.7% from the prior year to $2,476.3 million, and organic ASV as of August 31, 2026 increased 7.0% to $2,568.2 million.

  2. The company said its operating margin for fiscal 2026 was 28.3%, lower than 32.2% in fiscal 2025. It cited higher restructuring charges, higher variable compensation costs and one-time CEO compensation costs under the terms of his employment agreement as the factors.

  3. FactSet said net income for fiscal 2026 was $533.5 million, down 10.6%, and diluted EPS was $14.57, down 6.3%. It said a reduction of about 1.8 million in diluted weighted average common shares partially offset the decline in diluted EPS.

  4. The company said it returned $808.1 million to stockholders through share repurchases and dividends in fiscal 2026, and that net cash provided by operating activities was $822.2 million. It also said it repurchased 2,608,284 shares of stock for $644.0 million over the same period.

Summary

AI-written

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

Annual Revenue and Organic ASV

FactSet said fiscal 2026 revenue rose 6.7% from the prior year to $2,476.3 million, and organic ASV as of August 31, 2026 increased 7.0% to $2,568.2 million.

Source · Based on the MD&A text of the filing

Operating Margin of 28.3% and Expense Drivers Cited by the Company

The company said its operating margin for fiscal 2026 was 28.3%, lower than 32.2% in fiscal 2025. It cited higher restructuring charges, higher variable compensation costs and one-time CEO compensation costs under the terms of his employment agreement as the factors.

Source · Based on the MD&A text of the filing

Net Income and Diluted EPS

FactSet said net income for fiscal 2026 was $533.5 million, down 10.6%, and diluted EPS was $14.57, down 6.3%. It said a reduction of about 1.8 million in diluted weighted average common shares partially offset the decline in diluted EPS.

Source · Based on the MD&A text of the filing

Shareholder Returns and Operating Cash Flow

The company said it returned $808.1 million to stockholders through share repurchases and dividends in fiscal 2026, and that net cash provided by operating activities was $822.2 million. It also said it repurchased 2,608,284 shares of stock for $644.0 million over the same period.

Source · Based on the MD&A text of the filing

Structured SEC financial data for this filing is not available yet. Please check the figures in the SEC filing.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.