Accenture's Q4 revenue beat and above-guidance FY2026 performance, combined with FY2027 guidance for 3%-6% local currency growth and EPS growth, signal sustained demand for consulting and managed services. Watch for execution on the 3%-6% local currency growth target and margin expansion to 15.9%-16.1% operating margin.
Price Chart
Executive Summary
Accenture reported Q4 FY2026 GAAP diluted EPS of $3.29, a 46% YoY increase, on revenues of $18.68B (+6% USD, +7% local currency), which exceeded the company's guided range of $17.75B-$18.40B. Full-year FY2026 revenue was $74.18B (+6% USD, +5% local currency), above the guided 3%-4% local currency growth. FY2027 guidance calls for 3%-6% local currency revenue growth and GAAP diluted EPS of $14.39-$14.81.
Key Financial Metrics
Key Facts
- Q4 FY2026 revenue of $18.68B exceeded the guided range of $17.75B-$18.40B
- Q4 GAAP diluted EPS of $3.29, up 46% YoY from $2.25
- Full-year FY2026 revenue of $74.18B, above the guided 3%-4% local currency growth
- Full-year GAAP diluted EPS of $13.56, up 12% YoY; adjusted EPS of $13.97, up 8% YoY
- FY2027 guidance: 3%-6% local currency revenue growth, GAAP diluted EPS $14.39-$14.81
- Q4 new bookings of $22.2B, up 4% USD and 5% local currency; FY2026 bookings of $84.5B, up 5% USD
- FY2026 free cash flow of $11.6B; returned $11.5B to shareholders, including $7.5B in buybacks
- Quarterly dividend raised 5% to $1.71/share; $6.9B remaining buyback authority
- Record 141 quarterly client bookings of $100M+ in FY2026
Financial Impact
Q4 revenue beat guided range by ~$280M at midpoint; FY2026 revenue exceeded guidance by ~1% local currency. FY2027 EPS guidance midpoint of $14.60 implies ~8% growth over FY2026 GAAP EPS.
Risk Factors
- FY2027 local currency revenue growth guidance of 3%-6% is wide and below FY2026's 5% actual
- Q4 free cash flow of $2.85B was down from $3.81B a year ago
- DSO increased to 50 days from 47 days a year ago
- Foreign exchange headwind of ~1% expected in Q1 FY2027
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001467373-26-000037 |
| Document: acn-20261001.htm | 0001467373-26-000037 |
| Document: 0001467373-26-000037-index-headers.html | 0001467373-26-000037 |
| Document: 0001467373-26-000037-index.html | 0001467373-26-000037 |
| Document: 0001467373-26-000037.txt | 0001467373-26-000037 |
| 8-K Data (Synthetic) | 0001467373-26-000037 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Insider Cluster | $249.37 | awaiting T+5 | — | $247.23 (−0.86%) |
Oct 22, 2026 4d ago | 144 | $249.37 | awaiting T+5 | — | $247.23 (−0.86%) |
Oct 22, 2026 4d ago | 144 | $249.37 | awaiting T+5 | — | $247.23 (−0.86%) |
Oct 21, 2026 6d ago | ANALYST-DOWNGRADE | $240.26 | awaiting T+5 | — | $247.23 (−2.90%) |
Oct 14, 2026 13d ago | 8-K | $214.96 $240.26 | ▲ +11.77% | ▲ +11.32% | $247.23 (+15.01%) |
Oct 8, 2026 18d ago | 144 | $207.40 $229.68 | ▲ +10.74% | ▲ +12.71% | $247.23 (+19.21%) |
Oct 1, 2026 26d ago | 8-K | $210.61 $206.70 | ▼ −1.86% | ▼ −3.16% | $247.23 (+17.39%) |
Sep 30, 2026 27d ago | GOVT-CONTRACT | $210.61 $206.70 | ▼ −1.86% | ▼ −3.16% | $247.23 (+17.39%) |
Sep 25, 2026 4w ago | GOVT-CONTRACT | $173.08 $193.50 | ▲ +11.80% | ▲ +10.59% | $247.23 (+42.84%) |
Sep 18, 2026 5w ago | ANALYST-DOWNGRADE | $181.29 $176.11 | ▲ +2.86% | ▲ +4.13% | $247.23 (−36.37%) |
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