Accenture PLC

Latest Results (25.01.2026):

Accenture PLC — First quarter fiscal 2026: Accenture reported strong new bookings and revenue growth at the top of its guided range, driven by advanced AI demand and continued market-share gains; GAAP results were affected by business‑optimization costs but adjusted margins and EPS expanded and the company delivered robust cash returns to shareholders.

New bookings

New bookings were $20.94 billion, up 12% in U.S. dollars (10% in local currency), including $2.2 billion in advanced AI bookings; consulting bookings were $9.88 billion and managed services bookings $11.06 billion.

Revenues and mix

Revenues were $18.74 billion (up 6% U.S. dollars, 5% local currency), at the top of guidance. Consulting revenue was $9.41 billion (+4% U.S.$, +3% local) and managed services $9.33 billion (+8% U.S.$, +7% local).

Profitability (GAAP vs adjusted)

GAAP operating margin was 15.3% (down 140 bps year-over-year) and GAAP operating income was $2.87 billion; adjusted operating margin expanded 30 bps to 17.0% (adjusted operating income $3.18 billion) after excluding $307.5 million of business optimization costs.

Earnings per share

GAAP diluted EPS was $3.54 (down 1% y/y). Adjusted diluted EPS was $3.94, a 10% increase and reflects exclusion of about $0.40 per share for business optimization costs.

Cash flow and capital return

Free cash flow was $1.51 billion for the quarter. Total cash returned to shareholders was $3.3 billion, including $2.3 billion for share repurchases/redemptions (9.5 million shares) and $1.0 billion in dividends ($1.63 per share, a 10% increase).

Balance sheet

Cash and cash equivalents were $9.65 billion at November 30, 2025; total shares outstanding were ~616 million and remaining buyback authority was about $5.6 billion.

Regional & industry performance

By geography: Americas revenues $9.08B (+4%), EMEA $6.94B (+8% U.S.$, +4% local), Asia Pacific $2.73B (+7% U.S.$, +9% local). By industry, Financial Services led with $3.60B (+14% U.S.$, +12% local).

Outlook (Q2 and full year FY26)

Q2 FY26 revenue guidance: $17.35B–$18.0B (1%–5% local currency). Full-year FY26 guidance: revenue growth 2%–5% (3%–6% excl. an estimated 1% U.S. federal impact), GAAP diluted EPS $13.12–$13.50 (8%–11% increase), adjusted EPS $13.52–$13.90 (5%–8% increase), and adjusted operating margin 15.7%–15.9%.