Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? FactSet Research (FDS) , which belongs to the Zacks Business - Information Services industry, could be a great candidate to consider. This financial data firm has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 5.34%. For the most recent quarter, F ...

NORWALK, Conn., May 28, 2024 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, announced today that it will release its financial and operating results for the third quarter fiscal 2024, ending May 31, 2024 on Friday, June 21, 2024. FactSet will also host a conference call to discuss these results at 11:00 a.m. Eastern Time on Friday, June 21, 2024. The following information is provided for investors who would like to participate in ...

NORWALK, Conn., May 28, 2024 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, announced today that it will release its financial and operating results for the third quarter fiscal 2024, ending May 31, 2024 on Friday, June 21, 2024. FactSet will also host a conference call to discuss these results at 11:00 a.m. Eastern Time on Friday, June 21, 2024. The following information is provided for investors who would like to participate in ...

文章核心观点 - 过去一年,FactSet Research Systems Inc. (FDS)股价上涨13% [1] - 公司预计2024和2025财年的收益将分别同比增长8.7%和9.8% [1] - 预计2024和2025财年的收入将分别同比增长5%和5.7% [1] 公司概况 - 公司已经从事金融数据和分析服务超过40年,拥有广泛的客户群和全球业务 [2] - 第二财季新增75家客户,总客户数达到8,000家,年度订阅价值加专业服务同比增长5.4% [2] - 2023年收购idaciti以数字化升级内容采集基础设施,加快关键数据集的可用性 [3] - 2022年收购CUSIP Global Services,增强了公司在全球资本市场的地位 [3] - 公司长期通过股票回购和派息回报股东,体现了对业务的信心 [4] 行业风险 - 面临更大更强劲的竞争对手,他们有能力更有效地扩展产品和数据内容,更积极地定价或更快地应对市场变化 [5] - 尽管拥有技术优势,但定价压力仍是公司面临的主要挑战,可能导致收入下降和市场份额流失 [5] 其他相关公司 - Conduent (CNDT):全球数字业务解决方案和服务提供商,正在整合业务组合以提高收入机会 [7][8] - Barrett Business Services (BBSI):为中小企业提供业务管理解决方案,凭借营销和新产品推动业务增长 [9][10][11]

NORWALK, Conn., May 06, 2024 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS, NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, announced today that Linda Huber, Chief Financial Officer of FactSet, will participate in a fireside chat at the Barclays Americas Select Franchise Conference at the Langham London in London, England on Tuesday, May 7, 2024. The following information is provided for investors who would like to participate in the conference call: Registration for Fireside Cha ...

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 February 29, 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 __________________ ...

业绩总结 - 公司第二季度调整后的每股收益为4.22美元，调整后的营业利润率为38.3%[8][26] - 公司第二季度的GAAP收入增长了6%，达到5.46亿美元[27] - 公司预计全年指导仍然假设信贷苏黎世的减少[10] - 公司在第三季度展望较为保守，但拥有大量七位数交易在管道中，可能比去年同期更多[71] 用户数据 - 公司在第二季度结束时拥有超过8,000名客户，净增加了75个新标识，用户数量为206,478人[9] - 大型账户占总账户的41%，这些客户预算有限，更倾向于投资于AI[80] - 公司客户数量增长主要受新业务推动，合作伙伴增长较好[101] 未来展望 - 公司在H2拥有健康的销售管道，六七位数交易增长了约5%[75] - 公司认为尽管买方面临着人员压力，但仍有机会将前台、中台和后台联系起来[73] - 公司对ASV增长和GAAP收入预期较低，主要受到CS-UBS合并和财富业务的影响[92] 新产品和新技术研发 - 公司正在关注通过gen AI提高内部效率，预计在FY '25指导中看到效率提升[114] - 公司计划将gen AI努力首先应用于外部，以确保能够通过这些努力产生ASV[114] 市场扩张和并购 - 公司在机构买方领域遇到了困难，由于成本削减和持续减少人员，各种公司类型都面临阻力[15] - 公司的托管服务业务正在增长，客户将更多的中后台工作流程外包给FactSet[16] 负面信息 - 公司对资本市场的展望保守，未将反弹纳入预测范围[94] - 瑞士国家银行降息25个基点[96]

业绩总结 - 公司在2024财年第二季度实现了6.0%的营收增长，达到了545,945千美元，有机营收达到了546,130千美元[17] - 公司在2024财年第二季度实现了9.8%的营业利润增长，达到了181,942千美元，调整后的营业利润达到了209,326千美元[17] - 公司在2024财年第二季度实现了7.5%的运营利润增长，达到了33.3%的运营利润率，调整后的运营利润率达到了38.3%[17] 用户数据 - 客户ASV保留率超过95%[10] - 客户保留率与2023年第二季度持平，客户数量增长了11%[11] 未来展望 - 公司预计2024财年营业利润率在32.5%至33.0%之间，净收入在540至556百万美元之间[31] - 公司预计2024财年调整后每股摊薄收益在15.60至16.00美元之间[32] 新产品和新技术研发 - 2024年2月，公司的有机收入为546,130千美元，同比增长6.0%[26] - 2024年2月，公司调整后的营业利润为209,326千美元，较去年同期增长9.8%[27] - 2024年2月，公司调整后的EBITDA为218,111千美元，较去年同期增长9.2%[28] - 公司调整后的每股摊薄收益为4.22美元，较去年同期增长11.1%[29] 市场扩张和并购 - 美洲地区的有机ASV增长率为9%[13] - 欧洲、中东和非洲地区的有机ASV增长率为5%[13] - 亚太地区的有机ASV增长率为6%[13] - 专业服务在美洲地区的增长率为16%[13] - 专业服务在欧洲、中东和非洲地区的增长率为7%[13]

For the quarter ended February 2024, FactSet Research (FDS) reported revenue of $545.95 million, up 6% over the same period last year. EPS came in at $4.22, compared to $3.80 in the year-ago quarter.The reported revenue represents a surprise of -0.36% over the Zacks Consensus Estimate of $547.93 million. With the consensus EPS estimate being $3.83, the EPS surprise was +10.18%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determi ...

Q2 GAAP revenues of $545.9 million, up 6.0% from Q2 2023.Organic Q2 ASV plus professional services of $2,209.5 million, up 5.4% year over year.Q2 GAAP operating margin of 33.3%, up approximately 50 bps year over year, and adjusted operating margin of 38.3%, up approximately 130 bps from the prior year.Q2 GAAP diluted EPS of $3.65, up 8.0% from the prior year, and adjusted diluted EPS of $4.22, up 11.1% year over year.Top-line growth expected at the lower end of the previously published guidance ranges for t ...