FactSet vs Revelio Labs

10-K Financial Filing Analysis for FactSet (2026-10-20)

FactSet Research Systems Inc. reported its fiscal year 2026 financial results (period ended August 31, 2026), generating total revenues of $2,476.3 million, up 6.7% year-over-year from $2,321.7 million in fiscal 2025. Organic Annual Subscription Value (ASV) expanded by 7.0% to $2,568.2 million, driven by demand for data solutions and workstations. Operating income contracted 6.5% to $700.0 million, resulting in an operating margin compression of 390 basis points to 28.3%, weighed down by $46.2 million in restructuring costs, higher variable compensation, and executive onboarding expenses. Net income declined 10.6% to $533.5 million, with diluted EPS decreasing 6.3% to $14.57, cushioned by share buybacks reducing share count. Operating cash flows improved to $822.2 million, yielding free cash flow of $707.5 million, supporting $808.1 million in total capital returns through share repurchases and dividends.

• Revenues rose 6.7% to $2,476.3 million, while Organic ASV climbed 7.0% to $2,568.2 million as client count grew 2.9% to 9,258 and user count expanded 9.8% to 260,671.
• Operating margin declined from 32.2% to 28.3%, primarily due to $46.2 million in severance/restructuring expenses, executive onboarding compensation of $19.5 million, and higher merit/cloud hosting costs.
• Capital return totaled $808.1 million in fiscal 2026, comprising $644.0 million in share repurchases (2,608,284 shares) and $164.2 million in cash dividends, with the quarterly dividend raised to $1.16 per share.

8-K Financial Filing Analysis for FactSet (2026-08-31)

On August 28, 2026, FactSet Research Systems Inc. entered into Amendment No. 1 to its credit agreement with PNC Bank, National Association, as administrative agent, and participating lenders. The amendment increases the aggregate commitments under its senior unsecured revolving credit facility by $500 million, bringing the total revolving capacity to $1.5 billion, while extending its maturity date to August 28, 2031. Additionally, the amendment extends the final maturity of its $375 million senior unsecured term loan facility to August 28, 2029, eliminates scheduled term loan amortization, and removes the 0.10% credit spread adjustment on Term SOFR and Daily Simple SONIA borrowings.

• Expanded the senior unsecured revolving credit facility commitment by $500M to $1.5B and extended maturity to August 28, 2031.
• Extended the $375M senior unsecured term loan maturity to August 28, 2029, and eliminated scheduled amortization payments.
• Removed the 0.10% credit spread adjustment for Term SOFR and Daily Simple SONIA borrowings.

8-K Financial Filing Analysis for FactSet (2026-09-30)

FactSet Research Systems Inc. filed a Form 8-K reporting two primary events: the issuance of its fourth-quarter and full-year earnings press release for the period ended August 31, 2026, and the adoption of amendments to its Amended and Restated By-laws, effective September 24, 2026. The by-law amendments enhance the Board's authority to delegate powers to Board committees in accordance with Delaware General Corporation Law, update advance notice requirements and procedural disclosures for shareholder nominations and business proposals, and implement clarifying revisions regarding officer appointments and standardized definitions.

• On September 30, 2026, FactSet furnished its financial results for the three and twelve months ended August 31, 2026 (Item 2.02, Exhibit 99.1).
• On September 24, 2026, the Board approved Amended and Restated By-laws, effective immediately, enabling broader Board committee delegation under Delaware law and refining advance notice procedures for shareholder meetings (Item 5.03, Exhibit 3.1).
• The filing was executed by Executive Vice President and Chief Financial Officer Joshua Warren on September 30, 2026.

Revelio Labs and Surface Partner to Bring Global Labor Market Intelligence into AI-Native People Platform

Revelio Labs and Surface partner to bring workforce data on 30M+ companies into Surface’s AI-native People platform for hiring, attrition, and pay benchmarks.

Tech Hiring Prioritizes Experience Over Skills; Shift Toward AI Data Roles

A16z's newsletter 'Chart of the Week' analyzes several tech trends based on recent data. It reports that tech job postings since January 2025 show an increased preference for experienced workers and a corresponding decrease in the number of skills required, suggesting an AI-driven shift. This trend is most pronounced in data and systems roles. The newsletter also observes that social media usage is rising, particularly among younger users, but its share of mobile screen time is declining, partially due to increased time on YouTube. Netflix's US users and viewing time have declined over three years, with a 20% drop in YouTube users who also use Netflix. Cybersecurity threats are escalating: the zero-day rate has quadrupled since 2020, and data center construction spending has surged, creating hundreds of thousands of jobs.

• Tech job postings show a 5-10% increase in preferred years of experience and a corresponding drop in preferred skills since January 2025.
• Data and systems jobs show the largest premium for experience.
• Netflix weekly users and time spent in the US have dropped ~15% and 30% respectively over the past 3+ years.

RPLS US Jobs Report: The US economy adds 36.5k jobs in August

The Revelio Labs newsroom has published a new RPLS US Jobs Report for August, indicating the US economy added 36.5k jobs. This is a significant update from the previous month's report.