Accenture plc Earnings Recaps
Q3 2026
Jun 20, 2026
Shares dropped 18% after the quarter on investor concerns tied to significant revenue headwinds from the Middle East conflict and the deferral of large managed services deals into FY 2027, overshadowing solid underlying growth and margin progress.
Key takeaways
- Revenue growth was negatively impacted by approximately $100 million related to the Middle East conflict, affecting consulting services both directly in the region and indirectly worldwide.
- Sales in the Middle East declined about $400 million, with additional delays in EMEA deal decision-making noted.
- A couple of large managed services contracts were pushed into the next fiscal year, creating near-term revenue deferral.
- Despite pressures, the company added roughly $1 billion in revenue over Q3 of FY 2025 and saw broad-based growth across geographies and industries.
- Margins expanded, EPS grew, and free cash flow remained strong, while accelerating investments in AI capabilities and strategic acquisitions, including OT cybersecurity platforms.
Q4 2025
Sep 25, 2025
Accenture reported robust financial results for fiscal year 2025, achieving 7% revenue growth and significant gains in AI-driven services, despite ongoing macroeconomic challenges.
Key takeaways
- Delivered $5 billion in revenue growth, totaling over $80 billion in bookings for the year, with organic growth dominating.
- Generated $2.7 billion in revenue from advanced AI, tripling year-over-year, and nearly doubled Gen AI bookings to $5.9 billion.
- Achieved a record 129 quarterly bookings exceeding $100 million, highlighting strong client demand and deepening relationships.
- Increased cash returned to shareholders by 7% from FY24, underpinned by solid earnings and free cash flow beyond guidance.
- Continued to lead in partnerships with top technology firms, driving a 9% year-over-year growth from ecosystem relationships, which now contribute 60% of total revenue.