Current FactSet Executive Goran Skoko to Take on Role of Chief Revenue Officer Company Reaffirms Full-Year Fiscal 2024 Guidance NORWALK, Conn., July 23, 2024 (GLOBE NEWSWIRE) -- FactSet ("FactSet" or the "Company") (NYSE:FDS) (NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced that Helen Shan, a seasoned FactSet executive who currently serves as Executive Vice President and Chief Revenue Officer, has been appointed Chief Financial Officer, effective immediate ...

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Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium also includes the Zacks Style Scores.What are the Zacks Style Scores?Developed ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________ Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______to ______ Commission File Number: 1-11869 _______________________ ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor. Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The ...

FactSet Research Systems, Inc. (FDS) delivered robust results in the third quarter of fiscal 2024, driven by high volume through sales to institutional assets managers, asset owners, partners and corporates. The earnings beat, however, failed to impress the market as the company’s shares declined 2% since the release of results on Jun 21. FDS’s earnings per share (excluding 28 cents from non-recurring items) of $4.4 surpassed the consensus mark by 11.8%. It increased 15.3% on a year-over-year basis. The com ...

财务数据和关键指标变化 - 第三季度有机ASV和专业服务收入增长5% [11] - 调整后每股收益增长15%至4.37美元 [38] - 调整后营业利润率提升340个基点至39.4% [34] 各条业务线数据和关键指标变化 - 美洲地区有机ASV增长5.7% [14] - 欧洲中东非洲地区有机ASV增长4.4% [15] - 亚太地区有机ASV增长6.1% [15] - 机构买方业务获得重大客户 [16][20] - 银行业务受到信用苏黎世和瑞银合并的影响 [14][17] - 财富管理业务增长虽然较为温和,但仍有巨大机会 [17] 各个市场数据和关键指标变化 - 机构买方业务获得重大客户,体现公司在固定收益分析等方面的优势 [16] - 财富管理业务有很大发展空间,公司正在加强相关产品和服务 [17] 公司战略和发展方向及行业竞争 - 公司正在大力投资深度行业数据、私募市场、实时应用等,以提升市场份额 [22] - 公司正在加大前台研究能力的投入,包括基本面和量化研究 [23] - 公司将人工智能作为关键战略举措,预计将在2025财年带来ASV增长 [24] - 公司在数据、工作流和人工智能领域的投入,有利于提升在行业内的竞争地位 [12][19][22][23][24] 管理层对经营环境和未来前景的评论 - 当前市场环境仍然充满挑战,客户预算收紧和成本合理化压力持续 [11] - 但公司有信心应对,过去44年里成功渡过更加艰难的市场环境 [12] - 管理层对公司未来发展前景保持乐观,认为公司在数据、工作流和人工智能领域的投入将带来增长 [12][19][22][23][24] 其他重要信息 - 公司第三季度净新增9个客户,客户总数达8,029家,用户数超过208,000 [13] - 客户续约率高于95%,客户保留率为90% [13] - 公司计划在2025财年第二季度完全偿还贷款 [42] - 公司将继续实施股票回购计划,并增加25%的季度股息 [40][41] 问答环节重要的提问和回答 问题1 **Toni Kaplan 提问** 询问ASV指引范围较宽的原因 [47][48] **Philip Snow 和 Helen Shan 回答** 公司对第四季度有较好的可见性,中值增长4.75%,并对低端有所保守;但第四季度是最大的一个季度,大单的影响较大,所以给出了较宽的范围 [48][49][50][51] 问题2 **Alex Kramm 提问** 询问公司未来是否需要加大投资以推动增长 [54][55] **Philip Snow 回答** 公司有多个正在建设的多年期战略举措,如深度行业数据、私募市场等,以及最近18个月加大的人工智能投入,都有望带来未来增长;公司会在下一次财报时评估是否需要进一步投资 [55][56] 问题3 **Kelsey Zhu 提问** 询问银行业务何时会重拾增长 [60][61][62] **Philip Snow 和 Helen Shan 回答** 银行业务方面,大型投行的招聘仍较为谨慎,但中型银行和boutique券商的招聘有所增加;历史上银行业务通常会跟随投行费用和招聘的恢复而反弹,但具体时间尚难预测 [61][62]

业绩总结 - FactSet的有机ASV增长率为5.0%[1] - 专业服务收入增长率为39.4%[2] - 调整后的每股收益为4.37美元[3] - FactSet的净收入为1.58135亿美元[4] - 调整后的净收入为1.68796亿美元[5] - 调整后的每股收益为4.09美元[6] - 调整后的每股稀释收益为4.37美元[7] 业绩数据 - FactSet在2024财年第三季度继续进行股票回购[8] - 2024年第一季度，公司的调整后营业收入为217,960千美元，较2023年同期增长14.2%[9] - 2024年第一季度，公司的调整后EBITDA为239,930千美元，较2023年同期增长16.9%[10] - 2024年第一季度，公司的调整后每股稀释收益为4.37美元，较2023年同期增长15.3%[11] - 2024年第一季度，公司的自由现金流为216,896千美元，较2023年同期增长12.6%[12] 展望 - 公司2024财年展望中，预计营业利润范围为735-745百万美元，调整后净收入范围为563-578百万美元[13] - 公司2024财年展望中，预计每股稀释收益范围为14.55-14.95美元，调整后每股稀释收益范围为16.00-16.40美元[14]

FactSet Research (FDS) reported $552.71 million in revenue for the quarter ended May 2024, representing a year-over-year increase of 4.3%. EPS of $4.37 for the same period compares to $3.79 a year ago. The reported revenue represents a surprise of -0.26% over the Zacks Consensus Estimate of $554.14 million. With the consensus EPS estimate being $3.91, the EPS surprise was +11.76%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...

Key Takeaways FactSet Research Systems beat third-quarter profit forecasts and raised its full-year outlook as revenue and operating margin gained. The financial data provider said sales to institutional asset managers, asset owners, partners, and corporates increased. FactSet boosted its 2024 adjusted earnings per share (EPS) estimate, although it lowered its revenue guidance. FactSet Research Systems (FDS) shares advanced Friday after the financial data provider posted significantly better-than-expected p ...