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Nov 30, 2024

FactSet Q1 2025 Earnings Report

FactSet reported solid operating performance through sustained cost discipline and execution against growth initiatives.

Key Takeaways

FactSet's Q1 2025 revenues reached $568.7 million, a 4.9% increase year-over-year, with organic revenues growing by 4.7% to $567.7 million. GAAP EPS increased by 1.3% to $3.89, and adjusted diluted EPS rose by 6.1% to $4.37. The company reaffirms its fiscal 2025 outlook.

GAAP revenues increased 4.9% to $568.7 million compared to the prior year period.

Organic revenues grew 4.7% year over year to $567.7 million.

GAAP diluted EPS increased 1.3% to $3.89 compared to the same period in fiscal 2024.

Adjusted diluted EPS increased 6.1% to $4.37 compared to the prior year period.

Total Revenue
$569M
Previous year: $542M
+4.9%
EPS
$4.37
Previous year: $4.12
+6.1%
As Reported ASV
$2.27B
Previous year: $2.18B
+3.7%
Organic ASV
$2.26B
Previous year: $2.19B
+3.4%
Total Users
218.27K
Gross Profit
$310M
Previous year: $291M
+6.6%
Cash and Equivalents
$359M
Previous year: $444M
-19.2%
Free Cash Flow
$60.5M
Previous year: $148M
-59.2%
Total Assets
$4.04B
Previous year: $3.95B
+2.3%

FactSet

FactSet

FactSet Revenue by Geographic Location

Forward Guidance

FactSet reaffirms its outlook for fiscal 2025, originally provided on September 21, 2024.

Positive Outlook

  • Organic ASV is expected to grow in the range of $90 million to $140 million during fiscal 2025.
  • GAAP revenues are expected to be in the range of $2,285 million to $2,305 million.
  • GAAP operating margin is expected to be in the range of 32.5% to 33.5%.
  • Adjusted operating margin is expected to be in the range of 36.0% to 37.0%.
  • GAAP diluted EPS is expected to be in the range of $15.10 to $15.70.

Challenges Ahead

  • FactSet's annual effective tax rate is expected to be in the range of 17% to 18%.
  • Adjusted diluted EPS is expected to be in the range of $16.80 to $17.40.
  • Given the risk factors, uncertainties, and assumptions discussed below, actual results may differ materially.
  • Adjusted operating margin and adjusted diluted EPS guidance do not include certain effects of any non-recurring benefits or charges that may arise in fiscal 2025.
  • FactSet does not intend to update its forward-looking statements prior to its next quarterly results announcement.

Revenue & Expenses

Visualization of income flow from segment revenue to net income