Earnings summaries and quarterly performance for Accenture.
Research analysts who have asked questions during Accenture earnings calls.
Bryan Bergin
TD Cowen
10 questions for ACN
James Faucette
Morgan Stanley
10 questions for ACN
Tien-tsin Huang
JPMorgan Chase & Co.
10 questions for ACN
Darrin Peller
Wolfe Research, LLC
9 questions for ACN
David Koning
Robert W. Baird & Co.
7 questions for ACN
Jason Kupferberg
Bank of America
7 questions for ACN
Bryan Keane
Deutsche Bank
5 questions for ACN
Jim Schneider
Goldman Sachs
5 questions for ACN
Jamie Friedman
Susquehanna International Group
3 questions for ACN
Keith Bachman
BMO Capital Markets
3 questions for ACN
Dave Koning
Baird
2 questions for ACN
James Schneider
Goldman Sachs
2 questions for ACN
Kevin McVeigh
Credit Suisse Group AG
2 questions for ACN
Ramsey El-Assal
Barclays
2 questions for ACN
Dan Dolev
Mizuho Financial Group
1 question for ACN
Jonathan Lee
Arias Resource Capital
1 question for ACN
Recent press releases and 8-K filings for ACN.
- Accenture will acquire Cabel Industry, an Italian core banking and IT managed services provider for mid-size banks, to bolster its Financial Advanced Solutions & Technology (AFAST) unit in Italy; terms undisclosed.
- The deal adds roughly 200 Cabel Industry professionals and enhances Accenture’s core banking, credit management and managed-services offerings for mid-market banks.
- Accenture plans to integrate Cabel’s platform with AFAST to create synergies that accelerate delivery of flexible, industrialized solutions and support clients’ IT reinvention.
- This acquisition is part of Accenture’s broader strategic expansion in Italy; the company’s market capitalization is ~$166.61 billion and its stock is down ~21.42% YTD, reflecting solid financial health with moderate debt.
- Accenture has agreed to acquire Italian core banking and IT managed services provider Cabel Industry from the Fibonacci Group, aiming to bolster its Financial Advanced Solutions & Technology (AFAST) capabilities in Italy.
- Cabel Industry brings approximately 200 professionals and specialized platforms in core banking and credit management.
- The deal is expected to strengthen Accenture’s managed services portfolio for banking and insurance clients, accelerating technology adoption among mid-market institutions.
- Terms were not disclosed and the transaction remains subject to customary closing conditions.
- Accenture delivered $18.7 billion in revenues (+5% Lcy) and $20.9 billion in new bookings (+10% Lcy; book-to-bill 1.1).
- Adjusted operating margin expanded 30 bps to 17.0%, adjusted EPS was $3.94 (+10%), free cash flow reached $1.5 billion, and $3.3 billion was returned to shareholders.
- Advanced AI bookings nearly doubled to $2.2 billion this quarter with associated revenue of $1.1 billion, and cumulative advanced AI bookings and revenue now total $11.5 billion and $4.8 billion, respectively.
- For Q2 FY2026, management expects $17.35–18.0 billion in revenues (+1–5% Lcy) and full-year FY2026 revenue growth of 2–5% Lcy with adjusted EPS of $13.52–13.90.
- Q1 financial highlights: $18.7 B revenue (+5% LC), $20.9 B bookings (+10% LC), adjusted EPS $3.94 (+10% YoY), adjusted operating margin 17% (+30 bps), and free cash flow $1.5 B.
- Returned $3.3 B to shareholders via $2.3 B of share repurchases (9.5 M shares) and $1 B in dividends; declared quarterly dividend of $1.63/share (+10% YoY).
- Advanced AI momentum: Q1 bookings of $2.2 B and revenue of $1.1 B; cumulatively delivered $11.5 B in advanced AI bookings and $4.8 B in revenue to date; this is the last quarter disclosing these metrics.
- Strategic acquisitions: invested $374 M in six deals, including a 65% majority stake in DLB Associates to expand AI data center engineering capabilities.
- FY26 outlook: Q2 revenue guidance of $17.35–$18 B (1–5% LC growth) and full-year revenue growth of 2–5% LC; adjusted operating margin of 15.7–15.9% and EPS of $13.52–$13.90.
- Delivered $18.7 billion in revenue, up 5% in local currency, with $20.9 billion in bookings; advanced AI bookings reached $2.2 billion and advanced AI revenue was $1.1 billion.
- Achieved an adjusted operating margin of 17% (up 30 bps), reported adjusted EPS of $3.94 (10% growth), generated $1.5 billion in free cash flow, and returned $3.3 billion to shareholders through repurchases and dividends.
- For Q2 FY 2026, expects revenues of $17.35–$18 billion (1–5% local currency growth); full-year revenue guidance is 2–5% growth in local currency (3–6% ex-federal), adjusted operating margin of 15.7–15.9%, and adjusted EPS of $13.52–$13.90.
- Board declared a quarterly dividend of $1.63 per share (10% increase) and plans to return at least $9.3 billion to shareholders in FY 2026.
- Revenues for Q1 FY2026 were $18.74 billion, up 6% in U.S. dollars and 5% in local currency, at the top of the guided range.
- New bookings reached $20.94 billion, up 12% in U.S. dollars and 10% in local currency, including $2.2 billion in advanced AI bookings.
- GAAP diluted EPS was $3.54, down 1%, while adjusted EPS rose 10% to $3.94.
- Free cash flow was $1.51 billion, and Accenture returned $3.3 billion to shareholders via $2.3 billion in share repurchases and $1.0 billion in dividends.
- The company confirmed full-year FY2026 guidance: 2%–5% revenue growth in local currency, GAAP operating margin of 15.2%–15.4%, GAAP EPS of $13.12–$13.50, and adjusted EPS of $13.52–$13.90.
- Accenture booked $20.9 billion in new deals, up 12% in USD and 10% in local currency, including $2.2 billion in advanced AI engagements, with revenues of $18.7 billion (+6% USD, +5% LC).
- GAAP operating margin was 15.3% (-140 bps), while adjusted margin rose 30 bps to 17.0%; GAAP EPS fell 1% to $3.54, adjusted EPS rose 10% to $3.94.
- Generated $1.5 billion in free cash flow and returned $3.3 billion to shareholders via $2.3 billion in share repurchases/redemptions and $1.0 billion in dividends.
- Maintained full-year outlook of 2–5% revenue growth in local currency (3–6% ex-U.S. federal), GAAP operating margin of 15.2–15.4%, and adjusted EPS of $13.52–$13.90.
- Accenture signed an agreement to acquire a 65% stake in US-based AI data center engineering and consulting firm DLB Associates, aiming to bolster its end-to-end data center development capabilities.
- DLB, founded in 1980, employs approximately 620 people under leaders David Quirk and Neil Chauhan, and will integrate into Accenture’s Industry X practice to enhance Infrastructure & Capital Projects services.
- The transaction will extend Accenture’s offerings from site selection and design through construction quality management and energy optimization to meet surging AI-driven data center demand.
- Deal terms were not disclosed and the acquisition remains subject to customary closing conditions, including regulatory approvals.
- Accenture and Anthropic launch a multi-year partnership, forming the Accenture Anthropic Business Group to train ~30,000 professionals on Claude for enterprise AI deployment.
- Accenture becomes a premier AI coding partner by integrating Claude Code for tens of thousands of developers, aiming to accelerate AI-powered software development.
- New joint offering for CIOs to quantify productivity gains, redesign workflows, and drive large-scale AI adoption across engineering organizations.
- Co-developed industry solutions targeting regulated sectors (financial services, life sciences, healthcare, public sector) to automate compliance and streamline workflows.
- Infrastructure for responsible AI: leveraging Accenture Innovation Hubs for safe co-creation and establishing a Claude Center of Excellence for tailored enterprise solutions.
- Strategic investment by Accenture Ventures in WEVO, an AI-driven customer research platform, to integrate its capabilities into Accenture Song’s GrowthOS.
- WEVO’s platform combines AI-generated personas with real-user validation to deliver behavioral insights within hours, accelerating speed to market and ROI.
- Accenture maintains strong financial health with ROE of 25.86%, current ratio of 1.42, debt-to-equity ratio of 0.26, and Altman Z-Score of 5.26.
- The investment amount was not disclosed; WEVO will use the funds to expand operations and development efforts.
Quarterly earnings call transcripts for Accenture.
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