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FACTSET RESEARCH SYSTEMS INC

For the period ended Nov 30, 2025. Filed Jan 5, 2026.

View on SEC.gov

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Nov 30, 2025 · Filed Jan 5, 2026

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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Table of Contents

Form 10-Q

For the Quarter Ended November 30, 2025

Index

Page
PART I · FINANCIAL INFORMATION
Item 1. · Financial Statements
Consolidated Statements of Income for the three months ended November 30, 2025 and November 30, 20244
Consolidated Statements of Comprehensive Income for the three months ended November 30, 2025 and November 30, 20245
Consolidated Balance Sheets at November 30, 2025 and August 31, 20256
Consolidated Statements of Cash Flows for the three months ended November 30, 2025 and November 30, 20247
Consolidated Statements of Changes in Stockholders’ Equity for the three months ended November 30, 2025 and November 30, 20248
Notes to the Consolidated Financial Statements9
Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations31
Item 3.Quantitative and Qualitative Disclosures About Market Risk46
Item 4.Controls and Procedures48
PART IIOTHER INFORMATION
Item 1.Legal Proceedings50
Item 1A.Risk Factors50
Item 2.Unregistered Sales of Equity Securities and Use of Proceeds50
Item 3.Defaults Upon Senior Securities50
Item 4.Mine Safety Disclosures50
Item 5.Other Information50
Item 6.Exhibits51
Signatures52

For additional information about FactSet Research Systems Inc. and access to its Annual Reports to Stockholders and Securities and Exchange Commission filings, free of charge, please visit FactSet’s website (https://investor.factset.com). Any information on or linked from the website is not incorporated by reference into this Quarterly Report on Form 10-Q.

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, trends, contingencies, 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 the negatives of those terms 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 known and unknown 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 in our Annual Report on Form 10-K for the fiscal year ended August 31, 2025, and Part II, Item 1A. Risk Factorsin this Quarterly Report on Form 10-Q, 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.