Accenture Plc (ACN)
NYSE:ACN
Want to see ACN full AI Analyst Report?
Earnings Data
Report Date
Sep 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
3.23Last Year’s EPS
3.03Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong financial and operational positives — revenue and EPS growth, margin expansion, robust free cash flow, active capital returns, strategic acquisitions to expand TAM (notably in OT cybersecurity), and clear AI-driven demand signals — while acknowledging near-term headwinds from the Middle East conflict, a modest bookings decline, the push-out of some large managed services deals into FY2027, and guidance uncertainty for Q4. Overall, the company emphasized durable demand for AI and cybersecurity capabilities and reiterated growth strategy execution despite short-term macro and timing challenges.Company Guidance
Quarterly Revenue Growth
Q3 revenue of $18.7 billion, up 6% in U.S. dollars and 3% in local currency versus prior year; added approximately $1 billion in revenue in Q3 versus FY2025 and $3.4 billion year-to-date.
Strong Profitability and EPS
Operating margin expanded 20 basis points year-over-year to 17.0%; diluted EPS increased 9% to $3.80 (from $3.49).
Robust Free Cash Flow and Shareholder Returns
Quarterly free cash flow of $3.6 billion; returned $2.2 billion to shareholders in the quarter (repurchased/redeemed 6 million shares for $1.2 billion and paid $1.0 billion in dividends); year-to-date cash returned $8.2 billion (up $1.3 billion YoY).
Bookings and Book-to-Bill Strength in Consulting
New bookings of $19.3 billion in the quarter with an overall book-to-bill of 1.0; consulting bookings $10.3 billion with a consulting book-to-bill of 1.1, evidencing demand for consulting-led work.
Balanced Revenue Mix: Managed Services Momentum
Managed services revenue $9.4 billion, up 8% in U.S. dollars and 5% in local currency; consulting revenue $9.3 billion, up 4% in U.S. dollars and 1% in local currency.
Geographic Growth
Regional growth of Americas ~1% LC (approximately 3% excl. federal impact), EMEA +4% LC, and Asia Pacific +8% LC, driven by Japan, Australia and Singapore.
Strategic M&A and TAM Expansion
Announced acquisitions (Dragos, runZero, NetRise) to create an OT security platform and expand into OT cybersecurity software; now expect to deploy approximately $9 billion of capital this fiscal year. OT security services scale: grew from ~$700M in FY2016 to $10B in FY2025 (35% CAGR).
New Mid‑Market Initiative — Accenture Edge
Launched Accenture Edge targeting mid-market ($300M–$3B revenue) estimated $240 billion addressable market, enabling repeatable, right-sized solutions and ecosystem integration (including Avanade).
Client Scale and Talent Development
30 clients with quarterly bookings over $100 million (104 YTD, a 13% increase YoY); ~124,000 people promoted this fiscal year (30% increase YoY), including over 900 to managing director.
Full-Year Guidance and Financial Targets
Updated FY26 guidance: revenue growth expected 3%–4% in local currency (4%–5% excl. federal), adjusted operating margin ~15.8% (20 bps expansion), adjusted EPS $13.78–$13.90 (7%–8% growth), and free cash flow guidance $10.8B–$11.5B; plan to return at least $9.5B to shareholders.
ACN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ACN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 18, 2026 | $156.01 | $127.98 | -17.97% |
Mar 19, 2026 | $193.51 | $201.84 | +4.30% |
Dec 18, 2025 | $269.86 | $266.14 | -1.38% |
Mar 20, 2025 | $314.66 | $291.82 | -7.26% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Accenture Plc (ACN) report earnings?
Accenture Plc (ACN) is schdueled to report earning on Sep 24, 2026, Before Open (Confirmed).
What is Accenture Plc (ACN) earnings time?
Accenture Plc (ACN) earnings time is at Sep 24, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ACN EPS forecast?
ACN EPS forecast for the fiscal quarter 2026 (Q4) is 3.23.
