Accenture (ACN) Fiscal Q4 2026 Earnings Call: AI Demand, Bookings and FY2027 Guidance
Source Tradingkey
Key Takeaways
- Accenture reported fiscal Q4 2026 revenue of $18.7 billion, up 6% in U.S. dollars and 7% in local currency, with 7% local-currency growth across the Americas, EMEA and Asia Pacific.
- Quarterly bookings reached $22.2 billion, including record managed services bookings of $12.8 billion. The overall book-to-bill ratio was 1.2.
- Adjusted diluted EPS increased 9% to $3.29, while adjusted operating margin expanded 20 basis points to 15.3%. Quarterly free cash flow was $2.8 billion.
- Full-year revenue was $74.2 billion, up 5% in local currency, including approximately 3% organic growth. Accenture absorbed an approximately one-percentage-point impact from its federal business.
- Management expects fiscal 2027 revenue growth of 3% to 6% in local currency, including a 2% to 2.5% inorganic contribution. Adjusted operating margin is expected to expand by 10 to 30 basis points.
- AI-related demand continued to broaden. More than 400 clients initiated their first advanced AI work with Accenture during fiscal 2026, while the company ended the year with nearly 110,000 AI and data professionals.
Key Financial Results
| Metric | Fiscal Q4 2026 | Change / Commentary |
|---|---|---|
| Revenue | $18.7 billion | +6% in U.S. dollars; +7% in local currency |
| New bookings | $22.2 billion | +4% in U.S. dollars; +5% in local currency |
| Overall book-to-bill | 1.2 | Consulting 1.0; managed services 1.4 |
| Consulting revenue | $9.3 billion | +6% in U.S. dollars; +7% in local currency |
| Managed services revenue | $9.4 billion | +7% in both U.S. dollars and local currency |
| Adjusted operating income | $2.9 billion | Adjusted operating margin of 15.3%, up 20 basis points |
| Adjusted diluted EPS | $3.29 | +9% year over year |
| Free cash flow | $2.8 billion | Operating cash flow of $3.1 billion, less $250 million of capital expenditures |
| Cash balance | $12.8 billion | Included proceeds from a $5 billion debt offering |
| Full-Year Metric | Fiscal 2026 | Change / Commentary |
|---|---|---|
| Revenue | $74.2 billion | +5% in local currency; approximately 3% organic growth |
| Bookings | $84.5 billion | Book-to-bill of 1.1 |
| Consulting revenue | $36.9 billion | +3% in local currency |
| Managed services revenue | $37.3 billion | +6% in local currency |
| Adjusted operating margin | 15.8% | Expanded 20 basis points |
| Adjusted diluted EPS | $13.97 | +8% |
| Free cash flow | $11.6 billion | +7%; 1.4 times net income |
| Cash returned to shareholders | $11.5 billion | +38% year over year |
| Acquisition investment | $4.9 billion | Deployed across 17 acquisitions |
Business and Operating Performance
Disclaimer: For information purposes only. Past performance is not indicative of future results.
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