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FACTSET RESEARCH SYSTEMS INC

For the period ended Aug 31, 2025. Filed Oct 22, 2025.

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About this filing

A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2025 · Filed Oct 22, 2025

FDS$326.72-0.4%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

Table of Contents

Form 10-K

For The Fiscal Year Ended August 31, 2025

Page
PART I
Item 1.Business5
Item 1A.Risk Factors14
Item 1B.Unresolved Staff Comments23
Item 1C.Cybersecurity23
Item 2.Properties25
Item 3.Legal Proceedings26
Item 4.Mine Safety Disclosures26
PART II
Item 5.Market for Registrant’s Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities27
Item 6.Reserved28
Item 7.Management’s Discussion and Analysis of Financial Condition and Results of Operations29
Item 7A.Quantitative and Qualitative Disclosures About Market Risk47
Item 8.Financial Statements and Supplementary Data49
Item 9.Changes in and Disagreements with Accountants on Accounting and Financial Disclosure93
Item 9A.Controls and Procedures93
Item 9B.Other Information95
PART III
Item 10.Directors, Executive Officers and Corporate Governance96
Item 11.Executive Compensation96
Item 12.Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters96
Item 13.Certain Relationships and Related Transactions, and Director Independence96
Item 14.Principal Accounting Fees and Services96
PART IV
Item 15.Exhibits, Financial Statement Schedules97
SIGNATURES100

Special Note Regarding Forward-Looking Statements

This report contains forward-looking statements that express management's current views concerning expectations, estimates, trends, forecasts and projections about future events and circumstances, industries in which FactSet operates and the beliefs and assumptions of management. These statements may include projections of our future financial performance and anticipated trends in our business. In some cases, you can identify these statements by words such as "may," "might," "will," "should," "expects," "plans," "anticipates," "believes," "estimates," "intends," "projects," "indicates," "predicts," "potential," or "continue," and similar expressions. Statements concerning our financial position, business strategy and plans or objectives for future operations are forward-looking statements.

Forward-looking statements are not guarantees of future performance and involve a number of risks, uncertainties and assumptions. Factors that could cause our actual results, level of activity, performance or achievements to differ materially from those expressed or implied in forward-looking statements include, among others, the factors discussed under Part I, Item 1A., Risk Factors, that should be specifically considered. FactSet cautions readers not to place undue reliance on any forward-looking statements, which speak only as of the dates on which they are made. FactSet undertakes no obligations to update or revise any forward-looking statement to reflect results, revised expectations, events or circumstances arising after the date on which it is made, except as required by applicable law.

We intend that all forward-looking statements we make will be subject to safe harbor protection of the federal securities laws as found in Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934.

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.