Accenture 8-K

PositiveEarningsNew guidance

Growth across Accenture’s markets, industries and work types beat revenue guidance; FY2027 outlook targets further margin expansion.

Filed 2026-10-01 06:42 ET

Summary

Q4 and FY2026 results with Q1 and FY2027 guidance. Revenue grew 6% in U.S. dollars for both periods, with broad-based Q4 growth across geographic markets, industry groups and types of work. Q4 revenue exceeded Accenture’s own guided range; FY local-currency revenue growth of 5% was above its prior 3%–4% outlook. Accenture returned $11.5B to shareholders in FY2026, up 38%.

Key Figures

Metric Q4 FY2026 Q4 FY2025 Y/Y
Revenue $18.7B $17.6B 6%
Operating income, GAAP $2.86B $2.05B 40%
Net income, GAAP $2.03B $1.45B 40%
Diluted EPS, GAAP $3.29 $2.25 46%
Operating cash flow $3.10B $3.91B (21)%
Free cash flow $2.85B $3.81B (25)%
Metric FY2026 FY2025 Y/Y
Revenue $74.2B $69.7B 6%
Operating income, GAAP $11.4B $10.2B 12%
Net income, GAAP $8.52B $7.83B 9%
Diluted EPS, GAAP $13.56 $12.15 12%
Diluted EPS, non-GAAP adjusted $13.97 $12.93 8%
Operating cash flow $12.4B $11.5B 8%
Free cash flow $11.6B $10.9B 7%
  • Operating margin, GAAP: Q4 15.3%, up 370 bp Y/Y and 20 bp above prior-year adjusted margin; FY 15.4%, up 70 bp. FY adjusted operating margin was 15.8%, up 20 bp.
  • New bookings were $22.2B in Q4, up 4% in U.S. dollars and 5% in local currency, and $84.5B for FY2026. Q4 revenue grew 7% in local currency and was above the company’s $17.75B–$18.40B guidance range; FY local-currency growth was 5%.
  • FY shareholder returns totaled $11.5B, including $7.5B of repurchases or redemptions and $4.0B of dividends. The company repurchased or redeemed 39.9M shares during FY2026; diluted weighted-average shares declined to 617.5M from 632.4M. Cash was $12.8B at year-end, vs $11.5B. A quarterly dividend of $1.71 per share was declared, payable 11/13/2026.

Guidance

Metric Period Guidance Prior Direction
Revenue and local-currency revenue growth Q1 FY2027 $18.95B–$19.60B; 2%–6% Y/Y — —
Foreign-exchange impact Q1 FY2027 ≈negative 1% — —
Local-currency revenue growth FY2027 3%–6% — —
Foreign-exchange impact FY2027 Flat — —
Operating margin, GAAP FY2027 15.9%–16.1%; 50–70 bp expansion vs FY2026 GAAP margin — —
Operating margin, non-GAAP adjusted FY2027 10–30 bp expansion vs FY2026 adjusted margin — —
Annual effective tax rate FY2027 24.5%–26.5% — —
Diluted EPS, GAAP FY2027 $14.39–$14.81; 6%–9% increase vs FY2026 GAAP EPS — —
Diluted EPS growth vs FY2026 adjusted EPS FY2027 3%–6% — —
Operating cash flow FY2027 $11.9B–$12.7B — —
Property and equipment additions FY2027 $900M — —
Free cash flow FY2027 $11.0B–$11.8B — —
Capital return FY2027 At least $9.5B — —

Investor Takeaways

  • Q1 FY2027 revenue and local-currency growth against the guided ranges will indicate whether Q4’s broad-based growth continues.
  • FY2027 margin, EPS and cash-flow results will show whether Accenture delivers its outlook for margin expansion and sustained cash generation.
  • FY2027 shareholder returns will be measured against the company’s commitment to return at least $9.5B.

The summary is written by an AI model reading the filing.

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