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May 31, 2021

FactSet Q3 2021 Earnings Report

FactSet reported solid results with record quarterly revenue hitting $400 million.

Key Takeaways

FactSet reported a revenue increase of 6.8% to $399.6 million for the third quarter of 2021, driven by higher sales of analytics and content and technology solutions (CTS). Diluted EPS decreased slightly to $2.62, and the company increased its quarterly dividend by 6.5% to $0.82, marking the twenty-second consecutive year of dividend increases.

Revenue increased 6.8% to $399.6 million compared to the same period in fiscal 2020.

Organic revenues grew 5.9% to $397.4 million during the third quarter of fiscal 2021 from the prior year period.

Annual Subscription Value (ASV) plus professional services was $1.6 billion at May 31, 2021.

The Company increased its quarterly dividend by 6.5% to $0.82, marking the twenty-second consecutive year of dividend increases.

Total Revenue
$400M
Previous year: $374M
+6.8%
EPS
$2.72
Previous year: $2.86
-4.9%
As Reported ASV
$1.62B
Previous year: $1.52B
+6.4%
Organic ASV
$1.61B
Previous year: $1.52B
+6.1%
Total Users
155K
Previous year: 131.1K
+18.2%
Gross Profit
$194M
Previous year: $203M
-4.5%
Cash and Equivalents
$658M
Previous year: $458M
+43.8%
Free Cash Flow
$122M
Previous year: $140M
-13.1%
Total Assets
$2.22B
Previous year: $1.95B
+13.9%

FactSet

FactSet

FactSet Revenue by Geographic Location

Forward Guidance

FactSet expects organic ASV plus professional services to increase in the range of $85 million and $95 million over fiscal 2020. GAAP revenue is expected to be in the range of $1,570 million and $1,585 million. GAAP operating margin is expected to be in the range of 29.5% and 30.5%. Adjusted operating margin is expected to be in the range of 32.0% and 33.0%.

Positive Outlook

  • Organic ASV plus professional services is now expected to increase in the range of $85 million and $95 million over fiscal 2020.
  • GAAP revenue is expected to be in the range of $1,570 million and $1,585 million.
  • GAAP operating margin is expected to be in the range of 29.5% and 30.5%.
  • Adjusted operating margin is expected to be in the range of 32.0% and 33.0%.
  • FactSet's annual effective tax rate is expected to be in the range of 15.0% and 16.5%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income